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Customer Service Representative

2 months ago

Methuen, Massachusetts, United States Jeanne D'Arc Full time
ROLE:

Welcome members and non-members and perform various transactions accurately and efficiently. Adhere to Credit Union policies and procedures to ensure ethical and compliant business practices. Build member relationships through education about products and services.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
  • Greet members and non-members and provide relevant information regarding transactions, products, and services.
  • Receive and process member transactions, including deposits, withdrawals, loan payments, and other negotiable instruments, while adhering to all branch processes, procedures, policies, and compliance regulations.
  • Perform individual settlement procedures and balance cash drawer and daily transactions. Assist with branch balancing.
  • Actively engage in the relationship-building process through educating and referring Credit Union products and services.
  • Take responsibility for directing members to the appropriate department or resource for further information and services as necessary.
  • Deescalate challenging member situations by problem-solving, exercising sound judgment and decision-making skills while demonstrating a special effort to say "yes."
  • Demonstrate a commitment to learning and thoroughly understand all Credit Union deposit and loan products and services.
  • Remain vigilant and aware of surroundings, report any unusual or suspicious behaviors, activity, or inconsistencies.
Qualifications:KNOWLEDGE AND SKILLS:
  • Experience: Entry-level. Six months of related experience is preferred.
  • Education: High school diploma or equivalent required or an equivalent combination of education and experience.
  • Interpersonal Skills: Position requires significant contact with others inside and outside the Credit Union, thus requiring a high degree of confidentiality, discretion, diplomacy, and tact in communication. Build relationships and foster positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Good verbal communication skills are required, including positive body language and tone, patience, active listening, and sound judgment. Must have the ability to understand and communicate products, services, and regulations.
  • Other Skills: Basic Microsoft Office skills and learning the core system and other related software are required. Must have the ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team. Must be highly motivated, detail-oriented, organized, and efficient with multitasking. Must be able to work in a professional, fast-paced environment without sacrificing the quality and accuracy of work performed.