Customer Service Specialist

1 week ago


Pisgah Forest, North Carolina, United States Self-Help Full time
About Us:

Self-Help has been dedicated to addressing economic disparities since 1980, particularly in communities that have historically encountered obstacles in wealth accumulation. Our mission revolves around fostering and safeguarding ownership and economic prospects. We believe in economic justice, ensuring that every community has access to essential resources for prosperity, including quality education and fresh food options, irrespective of their demographics or financial status. Over the years, we have continually explored innovative methods to advance economic justice, from offering fair loans to advocating for policy reforms.

Position Overview:

We are looking for a Customer Service Specialist to enhance our team. The Customer Service Specialist will address service inquiries from Self-Help Credit Union members in a courteous, professional, and efficient manner through phone and written communication, providing assistance in both English and Spanish. This role requires developing a thorough understanding of all Self-Help Credit Union offerings to effectively resolve member questions or direct them to the appropriate resources. The specialist will also need to be knowledgeable about the broader Self-Help organization to address inquiries related to various initiatives and services beyond the Credit Union, such as commercial lending and community development. Adherence to Self-Help policies and procedures is essential while delivering exceptional member service and ensuring timely follow-up for satisfactory resolutions. Consideration may be given to applicants from other Self-Help Credit Union locations if positions are available.

Key Responsibilities:
  • Respond to member inquiries and service requests, including but not limited to:
    • Account verification
    • Stop payments
    • Wire transfer requests
    • Share and checking accounts
    • Health savings accounts
    • CD renewals
    • IRAs
  • Authenticate members using established protocols and conduct further research as necessary to ensure accurate responses and member satisfaction.
  • Process mortgage and consumer loan payments over the phone and assist members in navigating online self-service loan payment options.
  • Educate members about Credit Union services and products that can assist them in achieving their financial goals. Provide initial information on IRA accounts, loan products, and collection processes, referring members to the appropriate contacts for further assistance.
  • Assist members with forms requiring electronic signatures.
  • Effectively manage contact center protocols, including logging in and out of call center software, utilizing wrap-up codes, coding approved breaks, and system releases.
  • Meet performance metrics such as call response rates, abandoned call rates, wait times, and duration of member interactions.
  • Travel as necessary for coverage across various locations.
  • Perform additional duties as required.
Qualifications:
  • High school diploma or equivalent relevant experience.
  • At least 1 year of experience in customer service within a call center or retail environment.
  • Fluency in Spanish is preferred; fluency in English is required.
  • Strong verbal and written communication skills.
  • Proficient in mathematics.
  • Able to operate in a financial institution environment and utilize standard office equipment, including PCs, fax machines, copiers, and telephones.
  • Willingness to travel as needed.
  • Proficiency in Microsoft Word is required; proficiency in Excel is preferred.
  • Familiarity with Mitel Phone Systems and Credit Union policies is advantageous.
  • Flexibility to work beyond standard hours when necessary.
If you are passionate about our mission and eager to contribute to creating economic opportunities for all, we encourage you to consider this role.

Compensation:

We offer competitive compensation in the nonprofit sector, commensurate with experience, along with a comprehensive benefits package.

Self-Help is an equal opportunity employer, committed to diversity and inclusion in the workplace.

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