Customer Support Specialist for Financial Services

2 weeks ago


GondrecourtleChâteau, Grand Est, United States growroseville Full time

Position Overview:

We are seeking a dedicated Member Service Representative for our Contact Center. This full-time role involves engaging with clients primarily through phone and electronic channels, providing expert knowledge on our range of financial products and services.

Key Responsibilities:

  • Assist members with inquiries via phone, online chat, and other digital platforms.
  • Support clients with online banking services and resolve any issues that arise.
  • Process account-related tasks, including opening and modifying various account types such as:
    • Certificate Accounts
    • Savings Accounts
    • Checking Accounts
    • IRA/SEP/HSA/CESA Contributions
  • Identify and recommend suitable products and services based on member needs.
  • Manage multiple tasks efficiently in a dynamic environment.
  • Ensure timely processing of transactions and address member concerns to enhance satisfaction.
  • Provide backup support for other departmental functions as needed.
  • Establish new memberships and encourage optimal use of products and services.
  • Ensure compliance with all legal requirements when assisting members.
  • Actively promote credit union products and services.
  • Meet performance goals as outlined in the scorecard.
  • Adhere to all company policies and procedures.
  • Perform additional duties as assigned by management.

Qualifications:

The ideal candidate will possess:

  • Exceptional verbal and written communication skills.
  • The ability to multitask in a fast-paced environment.
  • A detail-oriented mindset.
  • Strong problem-solving abilities.
  • Project management skills.
  • Proficiency in Microsoft Office products.

Company Values:

We are committed to integrity, engagement, excellence, innovation, respect, and community impact. Our focus is on fostering a supportive environment that values diversity and promotes growth.



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