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Member Support Specialist

2 months ago


Missoula, Montana, United States Clearwater Federal Credit Union Full time
Job Overview

Clearwater Federal Credit Union, recognized as a leading community-focused financial institution, is dedicated to upholding the highest ethical standards in service delivery. Our mission is to positively impact the banking experience for our members and the communities we engage with.

Position Summary

The Member Support Specialist role is pivotal in providing exceptional assistance to our members through various communication channels, including Audio, Video, and Chat. This position is designed to handle transactions, fulfill requests, and serve as a reliable source of information for our members.

Key Responsibilities
  • Expertly manage Audio and Video communications with members.
  • Conduct outbound calls to ensure member satisfaction.
  • Efficiently utilize Chat to address member inquiries.
  • Deliver personalized support tailored to each member's unique needs.
  • Engage with members across multiple communication platforms.
  • Respond promptly to incoming chat requests.
  • Handle all email inquiries directed to the member support channels.
  • Address online banking messages effectively.
  • Resolve member account issues with diligence.
  • Maintain accurate member records.
  • Process transactions and fulfill various member requests.
  • Safeguard members and the credit union from fraudulent activities.
  • Demonstrate proficiency in utilizing technology for member interactions.
  • Recommend products and services based on member needs.
  • Stay informed about product offerings and updates.
  • Provide outstanding service to both internal and external members.
  • Adhere to all organizational policies and regulatory requirements.
  • Exhibit reliable attendance and complete assigned tasks efficiently.
Success Factors
  • Commitment to the Mission, Values, and Vision of Clearwater Federal Credit Union.
  • Ability to collaborate across multiple departments.
  • Capable of working within established guidelines while exercising initiative.
  • Flexibility to adapt to various member service needs.
  • Creativity and resourcefulness in completing tasks independently.
  • Competence in understanding and following complex instructions.
  • Clear and concise communication skills, both verbal and written.
  • Responsibility in handling confidential information.

Clearwater Federal Credit Union is an equal opportunity employer, offering a comprehensive benefits package that includes health insurance, paid time off, 401(k) matching, and opportunities for community engagement.