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Customer Experience Representative

2 months ago

San Diego, California, United States BluPeak Credit Union Full time
Job Summary

We are seeking a highly skilled and experienced Customer Experience Representative to join our team at BluPeak Credit Union. As a key member of our team, you will be responsible for providing exceptional customer service and support to our members, while also driving business growth and revenue.

Key Responsibilities
  • Member Service and Support
    • Provide personalized service to members, responding to their inquiries and resolving issues in a timely and professional manner.
    • Assist members with opening new accounts, loans, and other financial products.
    • Develop and maintain strong relationships with members, understanding their financial needs and goals.
  • Business Development and Growth
    • Identify and pursue new business opportunities, including cross-selling and upselling existing products and services.
    • Develop and implement strategies to increase member engagement and retention.
    • Collaborate with internal teams to drive business growth and revenue.
  • Operational Excellence
    • Ensure compliance with all relevant laws, regulations, and credit union policies.
    • Maintain accurate and up-to-date records and reports.
    • Participate in ongoing training and professional development to stay current with industry trends and best practices.
Requirements
  • Education and Experience
    • High school diploma or equivalent required; associate's or bachelor's degree preferred.
    • Minimum 3 years of experience in a financial services or customer-facing role.
  • Skills and Qualifications
    • Excellent communication and interpersonal skills.
    • Strong problem-solving and analytical skills.
    • Ability to work in a fast-paced environment and adapt to changing priorities.
    • Proficiency in Microsoft Office and other relevant software applications.
What We Offer
  • Competitive Compensation and Benefits
    • 24-27 hourly wage.
  • Opportunities for Professional Growth and Development
    • Ongoing training and professional development opportunities.
    • Challenging and rewarding work environment.