Client Services Specialist
2 weeks ago
CFCU Community Credit Union is seeking a dedicated Member Solutions Representative to deliver exceptional service to our members. This role involves assisting members through various communication channels while ensuring a positive and informative experience.
Key ResponsibilitiesMember Assistance:
- Provide exemplary service to members via inbound and outbound communications, including phone, video, and email.
- Maintain professionalism and composure while addressing member inquiries and needs.
- Ensure member satisfaction by accurately handling financial inquiries related to products and services.
Issue Resolution:
- Address member concerns within the authority of the position, adhering to organizational policies.
- Guide members to appropriate resources or supervisors when necessary.
Continuous Improvement:
- Complete all required training and stay updated on policy changes.
- Participate in scheduled Saturday shifts and contribute to special projects as needed.
- Achieve individual and team sales or referral targets.
Experience:
- 0 to 6 months of relevant experience preferred.
- High school diploma or equivalent required.
Skills:
- Ability to provide prompt, accurate, and professional service across multiple platforms.
- Willingness to assist members through various communication methods.
- Competence in processing transactions accurately in line with organizational policies.
- Positive attitude and commitment to teamwork.
- Proficiency in selling and referring credit union products and services.
CFCU Community Credit Union is an equal opportunity employer. We are committed to providing equal employment opportunities without discrimination based on race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, or any other status protected by law.
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