Job Description
Job Description
SUMMARY : Responsible for providing information and customer service concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service.
ESSENTIAL FUNCTIONS :
- Serves membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence
- Answers incoming calls in a timely manner
- Responds to member email and fax inquiries in a timely manner
- Researches and resolves routine member questions, problems, and complaints concerning credit union accounts
- Assists in opening memberships
- Follows proper verification and identification procedures to assist in thwarting fraud
- Recognizes opportunities and cross-sell credit union products and services when appropriate
- Achieves minimum standards of sales goals
- Accepts and completes teller related and account maintenance requests
- Assists in Online Banking or reactivations
- Assists in Online Banking or logon and / or password reset
- Assists in trouble shooting all E-Services inquiries.
- Assists with review of IRA and HSA documentation to the system core and Ascensus
- Participates in Service Center Campaigns
- Maintains knowledge of credit union products, services, policies and procedures
- Other duties as may be assigned
SECONDARY FUNCTIONS :
- Works as ITM MSR as needed
- Fulfills Receptionist duties as needed
QUALIFICATIONS :
- Education Required : High School Diploma or equivalent (GED)
- Education Preferred : Associate’s degree in Business Administration or related field
- Experience Required : One (1) year of customer service or retail sales experience
- Experience Preferred : Two (2) years of customer service or retail sales experience in a call center
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