Client Relations Account Specialist
1 week ago
Core Responsibilities:
The primary role of the Contact Center Account Consultant I is to respond to phone inquiries concerning deposit and loan accounts while actively promoting the credit union's products and services, ensuring exceptional service quality to members and colleagues alike.
Key Duties and Responsibilities:
- Respond to phone inquiries related to deposit and loan accounts.
- Advocate for credit union products and services.
- Deliver high-quality service to members and team members.
- Execute transfers, withdrawals, and loan payments.
- Assist members with various transactions and inquiries.
- Cross-sell available products and services.
- Address member inquiries and resolve issues.
- Adhere to organizational policies and procedures.
- Complete necessary training programs.
Performance Expectations:
- Achieve service quality benchmarks.
- Assess members' needs and provide recommendations.
- Meet or surpass performance goals.
- Cultivate relationships with members and team members.
- Provide constructive feedback to management.
- Participate in training sessions.
- Uphold confidentiality standards.
Knowledge: Familiarity with the credit union or banking sector is preferred.
Skills:
- Proficient in computer operations.
- Strong attention to detail.
- Effective communication abilities.
- Capability to perform in a high-pressure environment.
- Consistent delivery of service excellence.
- High school diploma with additional business coursework preferred.
- Previous experience in a customer-facing role.
- Experience with computer systems and member interactions.
- Contact center experience is a plus.
- Ability to sit for extended periods.
- Clear verbal communication and auditory comprehension.
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