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The overarching objective for this position is to ensure that Neighborhood Credit Union is providing an excellent member experience by responding promptly and accurately to member’s concerns and offering additional products and services that will enhance member’s financial wellbeing.
Responsible for performing a broad array of support services received from telephone calls and other methods (postal mail and email) about the products and services offered by Neighborhood Credit Union. The services will include but are not limited to updating account information for adding or removing account services, opening and closing accounts; responding to inquiries about rates and renewals, including IRA accounts; resolves savings and checking account concerns, discrepancies and disputes; assists members with logging into Online and Mobile banking, utilizes the Digital Assistant, chat, and chatbots; responds to inquiries about the Online services offered; performs approved transactions such as transferring funds, mailing a check withdrawal, assisting members with bank-to-bank wire services, retrieving prior periodic statements, and other monetary and non-monetary requests. Responds to questions about credit, debit, checks, ACH, and other payment services, and all other products and services.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and timely performance of assigned functions.
2. Assumes responsibility for establishing and maintaining professional business relations with customers, other financial institutions, and merchants.
3. Assumes responsibility for establishing and maintaining effective coordination and working relations with Company personnel and with management.
4. Assumes responsibility for related duties as required or assigned.
PERFORMANCE MEASUREMENTS
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: General knowledge of credit union policies, and procedures.
General knowledge of online and mobile banking platforms.
General knowledge of digital services and applications.
General banking knowledge.
Experience Required: One to two years of related experience.
Skills/Abilities: Excellent communication and public relations skills.
Ability to analyze accounts.
Attentive to detail.
Well organized.
Ability to manage the demands of the job.
Ability to assist others.
Able to use 10-key, PC, telephone, and other related business equipment and application software and platforms.
Full Time
$33k-41k (estimate)
05/03/2024
05/20/2024
myncu.com
DUNCANVILLE, TX
100 - 200
1930
Private
DONNA DELGADO
$10M - $50M
Banking
Neighborhood Credit Union is a provider of credit union products and services.
The following is the career advancement route for Member Services Representative (Call Center) positions, which can be used as a reference in future career path planning. As a Member Services Representative (Call Center), it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Services Representative (Call Center). You can explore the career advancement for a Member Services Representative (Call Center) below and select your interested title to get hiring information.