Customer Engagement Specialist

2 weeks ago


San Francisco, California, United States LHH Recruitment Solutions Full time
Job Overview

The Customer Engagement Specialist serves as the primary liaison between members and the Credit Union, ensuring outstanding service and nurturing strong member connections.

Position Highlights:

  • Direct Hire Opportunity
  • Hourly Rate: $30-$31

Work Schedule:

Availability required for 4 weekdays (9:30 AM - 5:30 PM) and Saturdays (9:00 AM - 3:00 PM). Flexibility is essential to accommodate business requirements.

Key Responsibilities:

  • Provide exceptional service to members, volunteers, and both internal and external stakeholders.
  • Participate actively in branch, departmental, and company-wide meetings.
  • Safeguard member and organizational information by adhering to confidentiality policies.
  • Communicate effectively, both verbally and in writing.
  • Execute teller transactions accurately and reconcile cash accounts regularly.
  • Address and resolve member inquiries with precise information.
  • Proactively recommend and offer products and services that align with members' financial needs.
  • Collect necessary information from members to complete applications for membership and loans, ensuring all documentation is gathered.
  • Maintain accurate and current member accounts and profiles.
  • Assist with operational audits as required.

Qualifications:

  • High school diploma or equivalent, with a minimum of one year of experience in banking or cash handling.
  • Strong multitasking abilities.
  • Excellent customer service and communication skills are crucial.
  • Proficiency in basic math and financial calculations.
  • Experience with cash handling machines and familiarity with business software (MS Windows, MS Office).
  • Willingness to work on Saturdays, holidays, and during overtime hours as necessary.

Compensation:

$29.00 to $31.00 per week

Equal Opportunity Employer: Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to our website.



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