To assist members and potential members with their Credit Union needs; explain services, set up new accounts, respond to problems, and direct members to the appropriate people.
Receives member telephone calls for information, withdrawals, transfers, payoffs, check reorders, etc.
- Researches and obtains information to resolve member problems.
- Opens all appropriate share accounts, share draft accounts, and related service accounts and assists member with completion of paperwork.
- Properly completes and mails necessary paperwork.
- Presents products and services effectively.
- Possesses complete knowledge of bank wires.
- Maintains basic knowledge of MAX products and services, consistently and effectively cross sells, which will be evaluated through quality monitoring meeting goals of the Service Excellence program.
- Effectively manages time off the phones to meet occupancy goals.
- Understands the importance of positive voice tones and expresses self clearly.
- Able to communicate with professional telephone etiquette, maintaining courtesy, enthusiasm and friendliness in a manner appropriate to the listener.
- Tries to handle members' needs at first point of contact.
- Operates Credit Union computer terminals, calculators, and all other equipment required to perform job duties.
- Possesses proper knowledge of security procedures while assisting members.
- Upholds core values and builds team member and customer relationships.
- Completes all training as required.
- Performs other related duties as assigned.
Customer Experience Specialist
Upholds core values and builds team member and customer relationships. ...
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