To provide information and exemplary member service concerning the Credit Union's products and services to members via the telephone. Assists members with their telephone requests; explains services, responds to problems and directs phone calls to the appropriate area ensuring the highest quality of member service.

*Assists members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their manager, along with their recommendations. Provides service and information in a pleasant, professional and efficient manner via telephone or correspondence.

• Identifies cross-sell opportunities and cross-sells Credit Union products and services to members when appropriate.
• Maintains member account information on computer system. Ensures member-related business is kept in the strictest confidence.
• Researches and solves routine member questions, problems and complaints concerning credit union accounts. Ensures proper follow-up and member satisfaction.
• Assures that appropriate records are maintained and required reports are prepared.
• Assists with processing member loan requests. Assists other departments as needed.
• Performs other job related duties as assigned.

Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills Good listening, telephone and communication skills; accurate keyboarding skills; able to make decisions with minimum information.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.