Call Center Representative

2 weeks ago


Eugene, United States WorkSource Oregon Full time

Member Connect Service Specialist Position Primary Purpose: Promotes a sales and service culture by actively recommending all Credit Union products and services while effectively meeting the member's needs, via phone and other electronic channels. Acts as a liaison for the member and the credit union, counsels members regarding their financial matters and promotes the credit union philosophy and objectives. Responsibilities: - Provides exemplary customer service in a secure, fast and accurate manner to members and potential members who contact the credit union through telephone and electronic communication channels. - Performs all member transactions, provides information concerning credit union policies or services, and explains membership eligibility. - Opens new accounts and other necessary member service processes while continuing to uncover additional needs and refers them to the appropriate resource. - Troubleshoots member concerns and problems, researching answers and/or connects them to the proper resource. - Maintains member account security at all times by following all security procedures and processes. - Meets and adheres to Member Service Standard expectations as well as established policies and procedures. - Successful completion of Customer Service Skills programs and achieve Member Connect Certification. - All other duties as performed. Previous Experience: Experience in a sales and/or customer service environment, a credit union or other financial institution preferred. Education: High school diploma (GED equivalent) required. Courses related to finance would be valuable. Demonstrated Abilities: - Ability to communicate effectively to members and co-workers in a professional manner. - Able to prioritize work in order to give prompt attention to member's requests while meeting deadlines for work processing. - Interprets and communicates credit union policies and procedures to members and nonmembers. - Able to identify and communicate appropriate products and services in a holistic, comprehensive manner for all financial needs. - Able to collaborate positively and effectively with team and various departments. - Knowledge of office equipment, basic computer programs and data processing. - Able to manage time effectively. - Adapts to and embraces changes in organization, processes and systems as needed. Equal Opportunity Employer/Veterans/Disabled



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