Description

This position is responsible for providing world-class service to credit union members who communicate to the Contact Center via phone, fax, web, mail or e-mail, and is responsible for strengthening member relationships through the Credit Union’s products and services. In this role you will uphold the integrity of our Brand while living out our Mission and Vision and demonstrating our Core Values making the financial well-being of our membership altogether better in the enhancement of the member experience. 

Requirements

• Promptly and professionally answer incoming phone calls from members and other parties who call the Contact Center.
• Perform all maintenance functions to better meet the needs of the member, including, but not limited to: opening new accounts, adding & removing joint owners, ordering checks, issuing stop payments, ordering debit cards, making adjustments to accounts, processing ACH revocation, processing share & share draft payroll requests, processing wire transfers, closing accounts, processing check withdrawals, processing check by phone payments, processing debit card issues and disputes, and processing account resolution.
• Provide members with account information, update accounts, identify, research, and resolve account related problems.
• Actively promote and sell the Credit Union’s full line of financial services by profiling each and every member, assessing their needs and offering solutions to best meet those needs via phone or correspondence.
• Responsible for achieving individual goals that are assigned.
• Support all other Credit Union associates, as needed and/or requested.
• Cross-train to help with other duties as assigned.
• Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO).
• Must be able to obtain government clearance.
• Must have access to reliable transportation.
• Performs other duties and work on special projects as instructed or assigned by your Supervisor.