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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.
The primary role of this position will be to become a member service generalist by cross-training in the Contact Center, Interactive Video Teller area, and Remote Delivery Services. After a prescribed amount of training, the Service Specialist will be available to fill open roles in the organization in both frontline and support departments.
The applicant will need to be available to work from Monday-Friday 7:30am-6:05pm and 2-3 Saturdays per month 8:45am-3:05pm.
PRIMARY RESPONSIBILITIES:
• Provides exceptional member service to all internal, external and potential Credit Union members.
• Cross-trains on key functions related to member service through immersive rotations in member contact
areas, including but not limited to: Contact Center, Interactive Video Tellers, and Remote Delivery Services.
• Actively cross-sells and refers products and services based on the needs of members.
• Consistently displays the Credit Union Service Promises through each interaction with members and potential members.
• Answers questions and solves problems for members and potential members concerning all items associated with products and services provided by the Credit Union.
• Answers questions and provides information about in-house programs such as checking accounts, share accounts, all savings accounts, debit cards, Moneyline, eBranch, Bill Payer, address change procedures, courtesy pay, opting in, overdraft protection, and automatic payments; with proper training.
• Processes check orders and resolves incorrect orders
• Processes stop payments, preauthorized transfers and loan payment reversal requests Assists with Webmail correspondence (when applicable)
• Answers questions about debit card and credit card transactions
• Handles questions concerning loan applications and questions: How to apply, interest rate questions, credit reporting, late fees, posting errors, finance charges, interest accrual, loan titles, and payoffs
• Counsels members about existing loans, researches loan payments, late charges and payment histories Correctly explains Credit Union fees in a member-oriented manner.
• Utilizes basic IRA knowledge to accurately perform basic IRA transactions.
• Performs all basic level service tasks and duties within the department.
• Processes daily work; including but not limited to member payments, deposits, withdrawals, transfers, research requests, incoming faxes and emails.
• Correctly refers members to in-house or external partner experts, regarding consumer loans, credit cards, mortgages, and collections.
• Performs other duties as assigned and supports all areas of the Credit Union and its affiliates.
Requirements
SKILL REQUIREMENTS
CANDIDATE PROFILE
OTHER REQUIREMENTS
TECHNICAL REQUIREMENTS
PHYSICAL DEMANDS
ENVIRONMENTAL DEMANDS
Full Time
Banking
$34k-43k (estimate)
02/26/2023
06/23/2024
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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If you are interested in becoming a Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
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communication to provide outstanding customers service to new and repeat clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Service Specialist jobs
Understand the principles and benefits of being able to think about the future when taking action or making service related decisions.
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knowledge of problem solving for the customer feedback.
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Product knowledge and willingness to learn
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Join a professional association related to customer service professional.
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Step 3: View the best colleges and universities for Service Specialist.