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Client Relations Representative
2 months ago
In this role, you will:
- Handle incoming inquiries and support members with their transactions, account setups, and loan requests.
- Foster member connections by providing insights into credit union offerings and services.
- Adhere to established policies and protocols to maintain ethical standards in all interactions.
- Address and resolve complex member issues using effective problem-solving techniques.
- Engage in relationship-building efforts to enhance awareness of Credit Union services.
- Manage daily transaction reconciliations and assist in departmental financial balancing.
- Possess a minimum of one year of relevant experience along with a high school diploma or equivalent.
- Demonstrate proficiency in Microsoft Office and other business software applications.
- Exhibit outstanding communication and customer service abilities.