Customer Service Professional

4 days ago


Willoughby, Ohio, United States Cardinal Credit Union Inc Full time

At Cardinal Credit Union Inc, we're dedicated to providing exceptional customer service. As a Customer Service Professional - Telephone Support, you'll play a vital role in assisting members and potential members with their telephone requests.

About the Role:

This position requires a highly motivated individual who can provide informed, prompt, accurate, courteous, and professional phone service to all members and potential members. You will assist with answering questions about products and services, resolving problems, and identifying cross-sell opportunities.

Essential Functions & Responsibilities:
  • Assist members and potential members with their telephone requests, including answering questions about products and services.
  • Resolve problems that are within your authority to resolve and refer problems beyond your authority to your supervisor.
  • Identify cross-sell opportunities and cross-sell services to members.
  • Maintain accurate records and required reports.
  • Assist other departments as needed.
Performance Measurements:
  1. Provide excellent customer service by delivering informed, prompt, accurate, courteous, and professional phone service to all members and potential members.
  2. Maintain a dependable record of attendance and timeliness.
  3. Process member transactions with zero errors.
  4. Meet/exceed sales & referral goals per month.
  5. Add to and maintain knowledge of all new policies and procedures.
Requirements:

Knowledge and Skills:

  • Experience: Up to six months of similar or related experience.
  • Education: College education preferred.
  • Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job.
Benefits Package:
  • Medical, prescription, dental, vision insurance.
  • Life and long-term disability Insurance, employer-paid.
  • Generous 401(k) plan.
  • Paid time off and holidays.
  • Loan discounts.
  • Tuition reimbursement up to 90% of classes, including Master's programs.
Estimated Salary:

$52,500 - $67,500 per year (based on location and experience).



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