What are the responsibilities and job description for the Member Care Representative position at San Francisco Federal Credit Union?
The Position
The Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services.
The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented.
This role will also be expected to follow and achieve personal and departmental goals (KPI’s) on a monthly, quarterly, and yearly basis.
Who Are You?
The Member Care Representative must have a one-year minimum of banking and call center experience as well as a High School diploma or equivalent. You should have excellent customer service, solid problem solving, and strong interpersonal skills. You should also have a working knowledge of Microsoft Office software programs. You strive to consistently exceed the expectations of the member in all interactions. Bilingual (Spanish) ability is preferred but not required.
Why You’ll Love It Here
You’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services.
The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented.
This role will also be expected to follow and achieve personal and departmental goals (KPI’s) on a monthly, quarterly, and yearly basis.
Who Are You?
The Member Care Representative must have a one-year minimum of banking and call center experience as well as a High School diploma or equivalent. You should have excellent customer service, solid problem solving, and strong interpersonal skills. You should also have a working knowledge of Microsoft Office software programs. You strive to consistently exceed the expectations of the member in all interactions. Bilingual (Spanish) ability is preferred but not required.
Why You’ll Love It Here
You’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.
The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement.
SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.