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Member Experience Associate

2 months ago

Brookfield, United States Landmark Credit Union Full time

555 S Executive Dr, Brookfield, WI 53005, USA Job Description

Posted Thursday, May 16, 2024 at 4:00 AM At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPE This position reports to the Manager, Member Experience. Provides expedient and efficient assistance to all types of member inquiries, primarily through phone contact, using a number of different systems and programs. Cross-sells Landmark products and services. REQUIREMENTS 1. High school diploma or equivalent and a minimum two years of prior customer service experience. 3. Experience or ability to gain proficiency in all programs and systems used for this job. 4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently. 5. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedure and all job-related state and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES 1. Answers members’ phone inquiries regarding services and their personal accounts, finds solutions for problems or errors, and corrects them. 2. Performs transactions for the members per telephone request. 3. Educates members as to the use of available automated systems in order to reduce the number of calls and sets them up for these services. 4. Sets up and maintains files on various third party systems. 5. Cross-sells other credit union services to the members. 6. Performs other duties as assigned. EO/AA Employer; including veterans and individuals with disabilities. 555 S Executive Dr, Brookfield, WI 53005, USA

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