Customer Service Representative
1 week ago
BrightStar Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Service Agent. As a Service Agent, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and exceeding their expectations.
Key Responsibilities- Provide outstanding service to internal and external members, responding to inquiries and resolving issues in a timely and professional manner.
- Process transactions, including deposits, withdrawals, transfers, and payments, while maintaining accurate records and adhering to compliance regulations.
- Assist members with navigating our home banking systems, including online banking and phone banking.
- Complete loan applications, interview members, and provide information on credit union products and services.
- Report significant events and issues to the Team Lead or manager for further review and action.
- Perform other related duties as assigned, including maintaining knowledge of B.S.A. Compliance training and adhering to Credit Union policies and procedures.
- Provide excellent service to members, exceeding service goals as measured by quality loop surveys, member shopper surveys, call monitoring, and internal service surveys.
- Achieve sales and referral goals, measured by Connections and other tracking tools.
- Achieve productivity goals and call center metrics, measured by reports and other tools.
- Customer service experience, preferably in a credit union or financial institution.
- Equivalent to a High School Education.
- Excellent verbal and written communication skills, with the ability to provide clear and concise information to members.
- Ability to work in a fast-paced environment, with excellent analytical and organizational skills.
- Ability to maintain confidentiality and handle sensitive member information.
BrightStar Credit Union is an Equal Opportunity Employer and a Drug-Free Workplace. We offer a dynamic and collaborative work environment, with opportunities for growth and development. If you are a motivated and customer-focused individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.
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