Telephone Member Service Representative

Job Description

JOB DETAILS

REQUIREMENTS

• College degree or minimum two years relevant experience in the financial industry or in a customer service Call Center environment.
• Previous sales experience is preferred in the financial services industry.
• Must possess excellent verbal communication skills along with a positive, upbeat and enthusiastic personality.
• Professional telephone demeanor, the skills to handle difficult members with tact, empathy and professionalism, coupled with the ability to function with minimum supervision.
• Computer literate, with a working knowledge of Windows (Word, Excel, Outlook) and the internet. Must achieve Level 1 lending authority within four months (6 months for part-time) of hire.

RESPONSIBILITIES

• Ability to work in multiple queues (basic, advanced, advertise), while handling member and non-member telephone calls regarding multiple inquiry types which include but are not limited to: Credit union products and services, account/loan/line specific information and transactions (transfers, withdrawals, advances, payments, check orders, password & PIN resets, etc.), all while verifying member specific information to maintain the security of all account information
• Process and/or forward external payment requests from members
• Assist with member live chats
• Cross selling products and services
• Meet & exceed all productivity, sales and quality goals

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