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Contact Center Representative/Financial Services/Customer Service
2 months ago
You love talking to people??
Then join the Credit Union Difference We are a not for profit that helps people.
In addition to taking care of our members, we take care of our employees with some great benefits:
$20.87/hr
35 hour work week.
4 weeks of paid time off.
Federal holidays off.
Full benefits package
401K (Up to 4.5% matching PLUS 4% employer contribution)
Details:
The Contact Center Representative is the members' first impression - as well as ongoing representation - of the credit union's service and support structure. They have the opportunity to make a difference in the financial health of our members while supporting them in their life goals.
Responsibilities:
1) Service
Deliver service to both internal and external members that are in alignment with the credit union's Service Promises.
Meets all established sales and service goal.
Possess adequate product knowledge as measured by the annual product knowledge certification assessment
2) Member Service
Explain and recommend credit union products and services
Provide general account information
Provide information on new and on-going promotions
Address and resolve member problems and complaints
3) Execution of Departmental Programs, Policies, and Procedures
Record research requests and deliver to appropriate personnel
Explain the procedure to initiate payroll requests, and ensure all forms are mailed to appropriate destination
Assess field of membership qualifications and provide accurate information
Meet daily/monthly departmental productivity standards
4) Financial Obligations
Possess knowledge of PAM (the audio response system), and assist members with the usage
Possess strong knowledge of MY247 online banking and assist members with the registration and usage
Possess knowledge of bill pay and assist members with the set up and usage
Facilitate wire transfer requests
Process check orders
Provide loan payoff information
Set-up auto share transfers, loan transfers and off-cycle transfers per member requests
Provide rate information on deposits and loans
5) Process Financial Transactions
Post loan payments
Process phone transfer requests between share accounts, loan accounts and cross-member accounts
Process check withdrawals
Process loan advance requests
6) Other
Adhere to other duties as assigned
Qualifications:
High School Diploma or equivalent
Minimum 3-years member service (customer service) experience - preferably in a Financial Institution setting but not required
Meet monthly sales goals
Excellent communication skills both verbal and written
Ability to work well under pressure and multitask
Enjoy problem solving and interaction with members
Excellent interpersonal skills
Strong phone etiquette, pleasant voice and demeanor
Must be able to sit for long periods of time
Type 20-30 words per minute
Team oriented
HACU is an Equal Opportunity Employer
This position is onsite
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