Call Center Representative

Job Description

Job Description

WHO WE ARE :

TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being.

Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin.

Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU’LL DO :

The Member Service Representative maintains a unique working knowledge of all operational and technical facets of the credit union, its service offerings, benefits, and rules and regulations regarding our members and their accounts.

This position is responsible for performing advanced functions and providing universal support for our members related to department operational activities and financial services to effectively serve and resolve all member inquires, concerns and issues.

The position of Member Service Representative also is required to be fully knowledgeable, up-to-date with changing policies and procedures and skilled in all functional areas of the credit union and is required to provide leadership, training and support, both technical and operational, to co-workers and other credit union staff.

The position requires exercising independent judgment and decision making skills while safeguarding member information and maintaining professionalism in a fast paced environment.

WHAT YOU’LL BRING :

Availability to work 40 hours per week Monday through Friday between the hours of 9 : 30am 6 : 00pm and rotating Saturdays 9 : 00am 1 : 00pm at our Kenosha (Green Bay Road) office; non-exempt.

In addition :

• High School Diploma or equivalent.
• 1+ years of related financial or customer services experience, preferred.
• Excellent customer service and sales skills.
• Experience in computer systems with MS Office experience preferred.
• Math aptitude and keyboarding skills.
• Excellent verbal and written communication skills.
• Ability to work as a team player being flexible and dependable.
• Ability to work independently while displaying initiative and decision making skills.
• Ability to maintain a high level of professionalism while working under pressure.
• General knowledge and experience working with mobile devices (iPhones, iPads, androids, tablets, etc.) and their operating systems.
• Ability to use excellent customer service skills providing high quality, professional support over the phone.
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHAT WE OFFER :

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees and, the longer your tenure, the more PTO you’ll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities including our STEP job shadow program, TruStone Academy certification courses, and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.