Member Services Associate
2 weeks ago
As a vital member of our team, you will assist clients through various communication channels, including phone, email, and fax, addressing their inquiries related to loans and account management. Your role will also involve promoting our services and products effectively.
Key Responsibilities:
- Deliver exceptional, friendly, and professional service to all clients and prospective clients. Ensure timely responses to all inquiries.
- Recognize opportunities to promote additional services and products to clients.
- Maintain accurate client account records within our system.
- Ensure that necessary documentation is kept up to date and required reports are generated.
- Perform other duties as assigned.
- Provide prompt and professional phone service to all clients and potential clients.
- Process client transactions with complete accuracy.
- Maintain a professional environment within the department.
- Communicate financial information effectively to clients through various channels.
- Adhere to scheduled work hours consistently.
Experience: A minimum of one month to twelve months in a similar role.
Education: High school diploma or GED is required.
Interpersonal Skills: This role requires significant interaction with others, necessitating strong conflict resolution skills, relationship-building abilities, and a high level of confidentiality and discretion in communication.
Additional Skills: Excellent verbal communication skills are essential. Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook, is required. Ability to manage multiple tasks simultaneously with minimal supervision, demonstrating initiative and sound judgment. Strong organizational skills and attention to detail are crucial. A proactive approach towards clients and colleagues is expected.
Physical Requirements: The role involves regular movement within the work area, reaching, sorting, and communicating effectively with others. The ability to recognize small font communications and lift items weighing at least 10 pounds is necessary.
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