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Customer Service Specialist

2 months ago


Valparaiso, Indiana, United States Regionalfcu Full time

Job Openings:
Customer Service Specialist - Full-Time

Salary:
$17.50 per hour

Work Schedule:
Monday - Saturday

Key Responsibilities:

The Customer Service Specialist role is situated in a dynamic environment and necessitates the capacity to deliver outstanding service through attentive listening to member requests and either fulfilling those requests or directing the call to another representative who will manage the member's needs.

Ensure compliance with applicable state and federal regulations as well as company policies. Collaborate with team members to guarantee the provision of Exceptional Member Service.

Responsible for promptly, accurately, and professionally addressing member telephone inquiries, as well as managing member email inquiries with appropriate grammar and punctuation to maintain professional communication.

Follow member authentication protocols to safeguard the account information of our members.
Handle a significant volume of calls and emails daily while prioritizing follow-up actions.
Assist members with their inquiries and build rapport to comprehend their service requirements.
Effectively manage complaints related to service and direct them to the appropriate personnel for resolution.
Escalate member issues as necessary in accordance with departmental guidelines.
Maintain confidentiality and sensitivity in all interactions, both internal and external.
Continuously learn about all REGIONAL products and procedures to effectively respond to member inquiries.
Share insights regarding credit union products, features, and benefits with members.
Recommend additional credit union products and services by identifying member needs or soliciting further information.
Process requests for check orders, stop payments, account maintenance, transfers, check and statement copies, or other account-related needs.
Uphold a high standard of work quality, with meticulous attention to detail.
Report any suspicious transactions or unusual occurrences to a supervisor.
Conduct all tasks in compliance with established regulations, policies, and procedures.
Safeguard member confidentiality as mandated by REGIONAL federal credit union.
Engage in ongoing skill development, compliance, and security training as required for the position and apply this knowledge in daily responsibilities.
Other duties as assigned.

Qualifications:
Availability to work Monday through Friday from 8 a.m. to 6 p.m. and Saturdays from 9 a.m. to noon. Monthly schedules will be provided.
Minimum of 40 hours per week.
At least one year of customer service experience, with substantial phone and online member service experience preferred.
Ability to communicate clearly and effectively over the phone with members and colleagues.
Demonstrate strong member service and problem-solving skills while addressing inquiries with tact, diplomacy, and patience.
Familiarity with credit products and services.
Exceptional organizational, time management, and follow-up skills. Excellent interpersonal skills and the ability to communicate effectively with members, employees, and external service providers.
Ability to adhere to detailed instructions and a wide range of procedures requiring sound judgment.
Proficient typing and computer skills, particularly in Microsoft Word and Excel, along with the ability to navigate software systems.

Additional Information:

Our company is committed to providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Physical Requirements: Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions in compliance with the Americans with Disabilities Act (ADA).