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Customer Service Representative

2 months ago

Brea, California, United States Professional Search Group - OC Full time
Member Service Representative Opportunity

Professional Search Group - OC is seeking a highly skilled Member Service Representative to join their team. As a key member of the Contact Center, this individual will be responsible for delivering exceptional member service by handling a wide range of credit union products and services.

Key Responsibilities:

  • Process transactions for savings, checking, money market accounts, certificates, credit cards, and loans.
  • Achieve Member Acquisition and Growth Strategy (MAG) targets.
  • Provide accurate quotes on deposit rates, loan payoffs, and handle stop payment instructions on ACH and drafts.
  • Resolve issues related to Home Banking, Bill Pay, and other electronic services.
  • Conduct outbound calls for member retention, membership development, pre-approvals, and cross-selling of additional products and services.

Requirements:

  • High School Diploma or GED.
  • Strong communication and member service advisory skills.
  • Proficiency in written and oral communication, with the ability to effectively exchange information over the phone.
  • 1+ years of experience in a sales environment, preferably within the financial industry.
  • Competent computer skills with a working knowledge of Microsoft Word, Excel, and Teams.

This is a 3-month temporary assignment. Apply today to take advantage of this exciting opportunity