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Financial Customer Service Representative
4 months ago
*Description:*
- The Contact Center Representative is the members first impression as well as ongoing representation of the credit unions service and support structure as members' first line of contact and attempt at resolution.
-Explain and recommend credit union products and services
-Provide general account information
-Provide information on new and on-going promotions
-Record research requests and deliver to appropriate personnel
-Explain the procedure to initiate payroll requests, and ensure all forms are mailed to appropriate destination
-Possess strong knowledge of Internet Branch and assist members with the registration and usage
-Facilitate wire transfer requests
-Process check orders
-Provide loan payoff information
-Provide rate information on deposits and loans
-Post loan payments
-Process phone transfer requests between share accounts, loan accounts and cross-member accounts
-Process check withdrawals
-Process loan advance requests
* *
*Qualifications:*
MUST HAVES:
- 2+ years of customer service experience* (financial services industry - banking or insurance)*
- Sales experience OR is comfortable upselling (Will upsell referral programs, products/services)
- Excellent communication skills both verbal and written
- Proficient with computers and typing skills -- Must be comfortable with learning new systems
Disqualifiers:
-Only collections experience only (Used to taking rougher calls)
-Lack of tenure
*Hours:*
Monday: 8:15-5:15pm
Tues, Th, F: 8:15-4:15pm
Wednesday: 8:15-3:15pm
*This is a 100% ONSITE position in Naperville, IL. Candidates must be committed to working in person*
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
