What are the responsibilities and job description for the Contact Center Member Advisor (On-Site) - Kendall position at Educational Federal Credit Union?
Job Details
Description
Duties and Responsibilities include:
Perform All Level 1 & 2 Responsibilities, Plus
Process account closures, retention efforts, and account number changes, ensuring security and compliance with credit union policies.
Open and close share certificates, IRAs, ensuring accurate interest calculations and compliance with federal regulations.
Guide members through fraud claims that require account restructuring or secure solutions, including account number changes.
Assist with specialized transactions, including stop payments, balance adjustments, and service charge disputes.
Work closely with retention teams to proactively engage at-risk members and implement strategies to prevent account closures.
Act as a backup for handle escalations that require in-depth analysis and resolution, ensuring positive member experiences and regulatory adherence.
Serve as a subject matter expert (SME), mentoring Level 1 & 2 Associates and assisting with training initiatives.
Contribute to knowledge base updates, ensuring accurate and current information is accessible to all team members.
Act as a backup to the CC Assistant Manager, stepping in when needed to provide supervisory support and ensure operational continuity.
Monitor and report on trends in member inquiries, helping leadership identify areas for policy updates or service enhancements.
Take loan applications over the phone, assisting members with eligibility, documentation requirements, and application processing, particularly during peak periods or when high application volumes occur.
Perform other duties as assigned to support the Member Contact Center’s efficiency and member satisfaction.
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
Description
Duties and Responsibilities include:
Perform All Level 1 & 2 Responsibilities, Plus
Process account closures, retention efforts, and account number changes, ensuring security and compliance with credit union policies.
Open and close share certificates, IRAs, ensuring accurate interest calculations and compliance with federal regulations.
Guide members through fraud claims that require account restructuring or secure solutions, including account number changes.
Assist with specialized transactions, including stop payments, balance adjustments, and service charge disputes.
Work closely with retention teams to proactively engage at-risk members and implement strategies to prevent account closures.
Act as a backup for handle escalations that require in-depth analysis and resolution, ensuring positive member experiences and regulatory adherence.
Serve as a subject matter expert (SME), mentoring Level 1 & 2 Associates and assisting with training initiatives.
Contribute to knowledge base updates, ensuring accurate and current information is accessible to all team members.
Act as a backup to the CC Assistant Manager, stepping in when needed to provide supervisory support and ensure operational continuity.
Monitor and report on trends in member inquiries, helping leadership identify areas for policy updates or service enhancements.
Take loan applications over the phone, assisting members with eligibility, documentation requirements, and application processing, particularly during peak periods or when high application volumes occur.
Perform other duties as assigned to support the Member Contact Center’s efficiency and member satisfaction.
Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.