Customer Support Specialist I

2 weeks ago

Tempe, Arizona, United States Truwest Credit Union Full time


Experience a fulfilling career at TruWest Credit Union


Are you someone who enjoys assisting others and excels at resolving issues? We are looking for motivated individuals to fill the role of a Customer Support Specialist. In this role, you will be the welcoming voice on the line, delivering exceptional assistance to our esteemed members.

If you are dedicated to providing outstanding service and thrive in a dynamic setting, we would love to hear from you. Become part of a team committed to positively impacting the lives of our members.

At TruWest, we provide consistent work schedules that allow you to balance your professional and personal life seamlessly.

We offer comprehensive benefits starting from day one, including medical, dental, vision, and a 401(k) plan. Additionally, we support your retirement savings by matching your 401(k) contributions.

TruWest also provides a generous paid time off policy and observes all 11 Federal Holidays, giving you more time to enjoy with family, friends, or pets.

Full Job Overview:

This position involves assisting members with TruWest products, services, and account inquiries.

Responsibilities include managing department opening and closing tasks, performing non-cash teller functions, opening new accounts, and facilitating loan origination.

You will handle incoming calls and make outbound calls to address member inquiries and assess their needs for various credit union offerings.

Key responsibilities include verifying member details and evaluating applications for services while ensuring adherence to credit union policies and lending regulations.

This role also requires the ability to perform duties of a Membership Officer.

Exemplary service to members, colleagues, and business partners is essential, demonstrating the TruService Philosophy and the values outlined in the TruWest Vision, Mission, and Values card.


Qualifications:

Education:
A high school diploma is required, with some college education in a related field preferred.

Experience:
A minimum of one year of experience in new account and loan origination is required. Experience in a contact center is preferred.

Knowledge and Skills:
Strong sales and referral skills are essential.

General knowledge of TruWest products, services, and account requirements is necessary to identify cross-selling opportunities that benefit members.

The individual must be able to interpret and comply with credit union policies and lending regulations.

Proficiency in mathematical calculations with high accuracy, attention to detail, and effective communication skills are required.

Familiarity with Microsoft Office and office equipment such as calculators, PCs, and copiers is expected.

The candidate should also demonstrate the ability to work independently while managing multiple tasks simultaneously.

Strong oral and written communication skills, along with excellent member service and interpersonal abilities, are vital. Bilingual skills are an advantage.

Primary Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Promote products and services to members while maintaining acceptable referral and sales levels through phone interactions.
  • Understand and facilitate the opening of all deposit products received via telephone and the indirect dealership program.
  • Possess thorough knowledge of loans offered by the credit union, originating and troubleshooting consumer loans via phone.
  • Have a general understanding of the TruWest computer system and perform all non-cash teller transactions.
  • Adhere to credit union policies and procedures related to tellers and Member Service Representatives.
  • Collaborate effectively with co-workers, management, and other departments, demonstrating a willingness to take on additional responsibilities.
  • Provide prompt and courteous service to members while maintaining professionalism in behavior and communication.
  • Accurately handle member transactions and complete assignments in a timely manner by organizing work effectively.
  • Communicate clearly with colleagues and members both orally and in writing, maintaining a professional relationship with other departments.
  • Comply with all laws and regulations, including the Bank Secrecy Act, Security Policies, and Confidentiality Policies, while adhering to all TruWest Human Resource policies.
  • Perform other duties as assigned.

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