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Description
JOB SUMMARY:
The primary function of this position is to assist the Credit Union in achieving its vision to become the preferred financial provider for all members. This is achieved by providing outstanding service to both internal and external members that meets the service promises and standards of the Credit Union. A key component of this service is to identify the members’ financial needs and recommend appropriate Credit Union solutions.
Safeguard member information and the Credit Union’s vital records in a manner commensurate with sensitivity of the information and in compliance with laws, regulations and the Credit Union’s information security policies, standards and procedures.
Under general supervision, but in compliance with established policies and procedures, performs diverse member services utilizing email, fax and a variety of other systems. However, duties are primarily completed by telephone.
The applicant will need to be available to work from Monday-Friday 7:30am-6:15pm and 2-3 Saturdays per month 8:45am-3:15pm.
PRIMARY RESPONSIBILITIES:
Requirements
SKILL REQUIREMENTS:
CANDIDATE PROFILE:
OTHER REQUIREMENTS:
PHYSICAL DEMANDS
ENVIRONMENTAL DEMANDS
Full Time
Banking
$31k-41k (estimate)
05/13/2023
07/10/2024
envisioncu.com
TALLAHASSEE, FL
100 - 200
1954
RAY E CROMER JR
$10M - $50M
Banking
Envision Credit Union is a full-service financial institution that serves as a financial partner for residents and employees across multiple counties in North Florida and South Georgia. On January 14, 1954, ten Leon County teachers applied to the Comptroller of the State of Florida for a Certificate of Organization so they could organize the Leon County Teachers Credit Union. Each teacher contributed $5.00 to fund the organization and on January 26, 1954, their application was approved. We became North Florida Education Credit Union in 1979 and opened a branch in Quincy after a merger with the... City of Quincy Employees Credit Union. In 1980, the Credit Union grew again as we merged with the Big Bend Telco Credit Union. As more surrounding counties were added to our field of membership in January of 2001, we adopted a new name that was inclusive of everyoneEnvision Credit Union. Envision Credit Unions commitment to the education community has remained strong throughout our growth. Our robust involvement includes local Teacher of the Year programs, school/organization sponsorship and donations, classroom mini-grants, supporting retired educator groups, an annual academic planner, Envisions School Involvement Program, Envision's Swipe For Schools Program, and the overall the support of the Leon County School District. Envision is also the title sponsor for the Best and Brightest Awards program. Through this program, Envision was able to provide more than 1,200 students with $413,000 in scholarships. Envision most recently provided $175,000 in June of 2012 to sustain the program through 2017.
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Career tips from people on Contact Center Representative jobs
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