Member Experience Support Agent

4 weeks ago

North Augusta, United States SRP Federal Credit Union Full time
Hiring Range: Minimum $ 45,121.00 to Mid $ 60,161.00

Essential Duties and Responsibilities

  • Is responsible for selling and cross-selling Credit Union services to current and potential members. Credit Union services are to be promoted using the "member benefit-based approach".
  • Fully complies with the requirements of all Credit Union policies, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
  • Provide exceptional support and engagement via telephone, email, and teams to Credit Union team members to receive requests and respond in a prompt and timely manner.
  • Research and problem-solves a wide range of member related functions, including answering questions concerning activity on a member's account: interpreting policy and procedures to assist employees with processing different transaction types; performing account maintenance
  • Obtains information to create and maintain a support ticket for all support requests. Documents ticket resolution and enters detailed notes.
  • Follows up on all support requests not resolved during the initial interaction to adequately resolve the requests and close the ticket.
  • Utilizes and educates team members regarding resources available on the intranet.
  • Participates in ongoing training and maintains detailed knowledge of the credit union's products and services.
  • Serves as a resource for creating and quality testing of new training materials for deposit products and services. Assists company leaders to identify areas for ongoing training support to minimize and reduce knowledge gaps.
  • Participates in the testing and training of upgrades and new processes.
  • Make recommendations to improve the delivery of service and overall organizational efficiency.
  • Keeps management informed of any significant problems or issues.
  • Promotes and establishes strong, positive, and productive working relationships within the organization through commitment to the company's vision statement, core values and business principles.
  • Keep updated on major business units' processes and procedures to ensure an understanding of the effect of technology on the business unit.
  • Ability to navigate a variety of computer programs (MS Word, MS Excel, FreshWorks, Microsoft Power Point)
  • Performs other duties as assigned.
Supervisory Responsibilities: None

Qualifications:
  • Successful completion of teller and member service training required with 3-5 years of work experience.
  • Comprehensive understanding of all credit union products and services.
  • Must be well organized with strong attention to details
  • Computer proficiency with MS office, including Word, Excel and PowerPoint, Internet, Email.
  • Good math and accounting skills
  • Advanced knowledge of financial products and services typically provide in a retail banking environment
  • Comprehensive understanding of MSR responsibilities, business processes, and procedures
  • Excellent interpersonal skills with willingness to assist others
Attributes
  • Excellent interpersonal skills to ensure that good business relationships exist with team members and problems or questions are courteously and promptly resolved.
  • Ability to multi-task, prioritize work, remain flexible in changing work environments, and work cohesively with team members in a fast-paced member, service-oriented environment.
  • Ability to provide excellent service by phone, email, and teams.
  • Ability to analyze and evaluate credit applications and related financial data.
  • Excellent written and verbal communication skills.
  • Well organized and attentive to details.
  • Work with little supervision and perform other duties as required or requested within strict deadlines

Computer Skills:

To perform this job successfully, an individual should have knowledge of Jack Henry Symitar, Episys, Meridian Link's Loans PQ, DataOceans, Encompass, Verafin, Ascensus, Card Wizard, and DocuSign. Knowledge of Microsoft Office software including Windows, Word, Excel, Outlook Email /Calendar and Internet Explorer software required.

  • State Farm Agent Team Member

    3 weeks ago

    Augusta, Georgia, United States Morgan Brinson - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and creative individual to join our team as a Telemarketer - State Farm Agent Team Member at Morgan Brinson - State Farm Agent.Role DescriptionAs a key member of our team, you will be responsible for promoting the growth of our agency through diversified marketing strategies. Your role will involve developing...

  • Insurance Team Member

    2 weeks ago

    Augusta, Georgia, United States Savannah Park - State Farm Agent Full time

    Job OverviewSavannah Park - State Farm Agent is a leading insurance agency dedicated to delivering exceptional service to our clients. We are seeking a highly organized and detail-oriented individual to join our team as a Receptionist - State Farm Agent Team Member.Key ResponsibilitiesGreet clients warmly and direct them to the appropriate team...

  • State Farm Agent Team Member

    2 weeks ago

    North Berwick, Maine, United States Andrew Peschong - State Farm Agent Full time

    Unlock Your Potential as a State Farm Agent Team MemberAre you looking for a part-time opportunity that offers meaningful work and competitive compensation? Look no further than a position in a State Farm Agent's office.Key ResponsibilitiesCollaborate with the agent to establish and meet marketing goals.Develop leads, schedule appointments, and identify...

  • Insurance Marketing Specialist

    2 weeks ago

    Augusta, Georgia, United States Morgan Brinson - State Farm Agent Full time

    Job DescriptionAs a key member of the Morgan Brinson - State Farm Agent team, you will play a vital role in promoting the growth and success of our agency. Your creativity and strategic thinking will be essential in developing and implementing innovative marketing campaigns that showcase our brand and build strong relationships with our...

  • Customer Relations Representative

    1 month ago

    North Bend, United States Renee Frati - State Farm Agent Full time

    Replies within 24 hours Benefits: Paid time off Training & development ROLE DESCRIPTION: As a Customer Relations Representative with Renee Frati State Farm Insurance Office, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to...

  • Insurance Agent Position

    4 weeks ago

    Augusta, Maine, United States Deanna Lynn - State Farm Agent Full time

    Job OverviewDeanna Lynn - State Farm Agent is seeking a highly motivated and customer-focused professional to join their team as an Insurance Agent Position. As a key member of the team, you will play a vital role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...

  • Business Development Representative

    2 weeks ago

    North East, Maryland, United States Karen Michaels - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you looking for a career that offers meaningful work and competitive compensation? Consider a position in a State Farm Agent's office.Key ResponsibilitiesCollaborate with the agent to establish and meet marketing goals.Develop leads, schedule appointments, identify customer needs, and market appropriate...

  • Customer Service Representative

    2 weeks ago

    North Port, Florida, United States Dean Mcconville - State Farm Agent Full time

    Job DescriptionAs a State Farm Agent Team Member, you will play a key role in building and maintaining strong customer relationships. You will work closely with the agent to identify customer needs and provide personalized solutions.ResponsibilitiesEstablish and maintain customer relationships through regular communication and follow-up.Use a...

  • Office Manager

    1 week ago

    North Berwick, Maine, United States Andrew Peschong - State Farm Agent Full time

    Job OverviewAs a key member of our State Farm Agent team, the Office Manager will play a vital role in helping our business grow through exceptional customer service and value-based conversations.Responsibilities:Establish and maintain strong customer relationships, providing prompt and accurate service as needed.Use a customer-focused approach to educate...

  • Office Representative

    5 months ago

    North Bellport, United States Gregory Mehrhoff - State Farm Agent Full time

    Position Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents...

  • Customer Relations Representative

    5 days ago

    North Olmsted, United States Robbie Anderson - State Farm Agent Full time

    "Money does not buy happiness, but happy people are usually successful and make money... My job is to provide an environment where my employees want to show up every day, create a positive culture and thrive" - Robert Anderson, Owner/AgentPosition Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish...

  • Customer Service Representative

    2 weeks ago

    North Fort Myers, Florida, United States Joan Russell - State Farm Agent Full time

    Job DescriptionAs a Customer Service Representative - State Farm Agent Team Member with Joan Russell - State Farm Agent, you will be responsible for delivering exceptional customer experiences that drive the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help others make you an ideal fit. You will...

  • Insurance Account Representative

    4 months ago

    North Myrtle Beach, United States Jamesha Gore-Coggin - State Farm Agent Full time

    Position OverviewI am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your...

  • Insurance Associate

    4 weeks ago

    North Augusta, South Carolina, United States Doreen Cannon - State Farm Agent Full time

    Position OverviewWe are seeking a highly motivated and customer-focused professional to join our team as an Account Associate. As a key member of our State Farm Agent team, you will play a vital role in helping our business grow through value-based conversations and exceptional customer experiences.ResponsibilitiesEstablish and maintain strong customer...

  • Life Insurance Sales Agent

    2 weeks ago

    North Augusta, South Carolina, United States Kemper Full time

    Life Insurance Sales Agent OpportunityKemper is a leading specialized insurer, and we're seeking a motivated Life Insurance Sales Agent to join our team. As a sales agent, you'll play a critical role in helping our customers protect their loved ones and assets.Key Responsibilities:Conduct sales presentations and recommend insurance products to...

  • Customer Experience Representative

    1 week ago

    North Olmsted, Ohio, United States Robbie Anderson - State Farm Agent Full time

    Are you a motivated individual who thrives on delivering exceptional customer experiences? Do you enjoy engaging with the public and making a positive impact? If your answer is a resounding "yes," then a career journey with Robbie Anderson - State Farm Agent might be the perfect fit for you Our agents are dedicated to promoting State Farm's premier insurance...

  • Insurance Business Development Associate

    2 weeks ago

    North Augusta, South Carolina, United States Doreen Cannon - State Farm Agent Full time

    Are you a motivated and customer-focused professional looking for a rewarding career in insurance? As an Insurance Account Associate with Doreen Cannon - State Farm Agent, you will play a key role in helping our business grow through value-based conversations and remarkable customer experiences. Establish and maintain strong customer relationships, providing...

  • Title Agent

    2 weeks ago

    Augusta, Maine, United States TRC Companies Full time

    About UsAt TRC Companies, we're a team of innovators, problem-solvers, and game-changers. We're dedicated to delivering creative solutions that meet local needs and help our clients thrive in a rapidly changing world.Job SummaryWe're seeking a highly skilled Title Agent to join our team. As a Title Agent, you'll possess an excellent working knowledge of all...

  • Client Support Specialist

    2 months ago

    North Berwick, Maine, United States Andrew Peschong - State Farm Agent Full time

    Position OverviewAre you a people-oriented individual with a passion for assisting others? If you thrive in a dynamic environment and enjoy engaging with clients, this role with an independent contractor agent may be the perfect fit for you. Our agents exclusively promote State Farm insurance and financial service offerings.Key ResponsibilitiesBuild and...

  • Title Agent

    2 weeks ago

    Augusta, Maine, United States TRC Companies Full time

    About UsAt TRC Companies, we're a team of innovators and problem-solvers who are passionate about creating lasting solutions for our clients. With a rich history of delivering exceptional results, we've established ourselves as a leader in the industry.We're committed to fostering a collaborative and inclusive environment where every team member can thrive....