What are the responsibilities and job description for the Call Center Representative position at ProFed Credit Union?
Description
POSITION SUMMARY
Primarily responsible for accommodating all incoming member telephone inquiries, requests and transfers, providing Online Banking support and responding to members through email or Secure Chat applications. Additionally responsible for member research and coordination and completion of special projects.
Qualifications
Requires an efficient and well organized person with in-depth experience and diversified knowledge of credit union services and products. Must become comfortable in embracing new technologies, developing familiarity with computer programs, smart phone technology and apps, and possess troubleshooting and analytical skills. Must have the ability to display sound judgment and professionalism in performing daily business transactions and activities. Ability to multi-task, complete detailed documentation and perform mathematical computation is required.
Physical Requirements
Clear and effective communication abilities required. Must be able to view a terminal screen and operate a computer keyboard. Must be able to sit and stand for prolonged periods.
Essential Duties And Responsibilities
POSITION SUMMARY
Primarily responsible for accommodating all incoming member telephone inquiries, requests and transfers, providing Online Banking support and responding to members through email or Secure Chat applications. Additionally responsible for member research and coordination and completion of special projects.
Qualifications
Requires an efficient and well organized person with in-depth experience and diversified knowledge of credit union services and products. Must become comfortable in embracing new technologies, developing familiarity with computer programs, smart phone technology and apps, and possess troubleshooting and analytical skills. Must have the ability to display sound judgment and professionalism in performing daily business transactions and activities. Ability to multi-task, complete detailed documentation and perform mathematical computation is required.
Physical Requirements
Clear and effective communication abilities required. Must be able to view a terminal screen and operate a computer keyboard. Must be able to sit and stand for prolonged periods.
Essential Duties And Responsibilities
- Accommodate all incoming telephone inquiries and requests
- Online Banking, Bill Pay, Mobile and Tablet App support:
- Troubleshoot and provide guidance for all online banking issues
- Assist members with browser settings and cookies
- Guide members through login process
- Member support through Secure Chat
- Member account research, consultation, and investigation
- Coordination of special projects and tasks
- Document scanning and verification
- Review various reports
- Additional duties as assigned