Member Service Representative
3 days ago
Job Summary
The Member Service Representative is a key role at Truliant Federal Credit Union, responsible for delivering exceptional member service and support. This position requires a strong understanding of financial services and a passion for helping members achieve their financial goals.
Key Responsibilities
- Provide accurate and efficient service to members, including processing transactions and resolving discrepancies.
- Create a welcoming environment for members, establishing rapport and building relationships.
- Ensure consistent adherence to Credit Union member service standards, including basic problem resolution.
- Engage members in conversation to understand their financial needs and goals, educating them on available products and services.
- Proactively assist members in finding ways to make financial services more convenient, including educating them on technological tools.
- Utilize member relationship tools to record interactions and contribute to the execution of service and sales goals.
- Maintain integrity and confidentiality when handling member accounts, ensuring compliance with internal controls and established policies and procedures.
Requirements
- High School Diploma or equivalent required.
- A minimum of 1 year related experience in the retail industry or financial services preferred.
- Excellent communication skills in English, both verbal and written.
- Strong interpersonal skills and ability to work in a general office environment.
- Ability to work well under pressure in a goal-oriented environment.
Physical Requirements
- Frequent standing, walking, and bending required.
- Ability to sit for occasional periods of time and use a computer.
- Ability to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Location
Burlington - Burlington, NC 27215 US (Primary)
Category
Customer Service
Job Type
Full-time
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