Financial Services Representative

1 week ago


Lenexa, Kansas, United States CommunityAmerica Credit Union Full time
Job Summary

The Member Service Representative plays a vital role in providing exceptional financial support and service to our members through phone calls and written communication. This position requires a positive and professional demeanor, with a focus on building and enhancing member relationships to foster financial peace of mind.

Key Responsibilities
  • Determine member needs and educate them on beneficial products and services.
  • Verify member data and accounts to ensure accuracy and security.
  • Provide quality service that exceeds member expectations by utilizing available resources and creative problem-solving expertise.
  • Partner with internal and external departments to resolve member inquiries and issues.
  • Process account transactions accurately and research member questions to provide accurate resolutions.
  • Meet performance goals and adhere to Contact Center scorecard requirements.
  • Advocate for and promote honest and open communication throughout the credit union.
Requirements
  • High school diploma or equivalent.
  • One year of experience in a financial institution or customer service position.
Preferred Qualifications
  • Associate or bachelor's degree.
  • Knowledge of credit union services and products.
Working Conditions

This position requires working in a fast-paced contact center environment, with the ability to sit and use a computer for extended periods. Travel may be required for visits to other credit union facilities.



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