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Customer Service Specialist
2 months ago
Northwest Community Credit Union, a division of TwinStar Credit Union, is dedicated to fostering a workplace where employees can thrive both personally and professionally. We take pride in our long-standing commitment to providing exceptional care to each individual and our community. Join a team with a rich history of serving our region for over 70 years.
Position Overview:
We are seeking a Customer Service Specialist to enhance our team. This role is pivotal in cultivating a sales and service-oriented environment by actively promoting all Credit Union products and services while effectively addressing member needs through various communication channels. The specialist will serve as a bridge between members and the credit union, offering guidance on financial matters and advocating for the credit union's mission and goals.
Key Responsibilities:
- Deliver outstanding customer service in a secure, efficient, and precise manner to members and potential members who reach out through phone and electronic communication.
- Process all member transactions, provide information about credit union policies and services, and clarify membership eligibility.
- Assist in opening new accounts and executing other essential member service tasks while identifying additional needs and referring them to the appropriate resources.
- Resolve member inquiries and issues by researching solutions and connecting them with the right resources.
- Ensure member account security at all times by adhering to established security protocols.
- Meet and comply with Member Service Standards and established policies and procedures.
- Successfully complete Customer Service Skills training and achieve Member Connect Certification.
- Perform other duties as assigned.
- Experience in a sales and/or customer service role, preferably within a credit union or financial institution.
- High school diploma (or GED equivalent) is required. Coursework related to finance is advantageous.
- Effective communication skills to interact professionally with members and colleagues.
- Ability to prioritize tasks to promptly address member requests while meeting processing deadlines.
- Interpret and convey credit union policies and procedures to both members and non-members.
- Identify and communicate suitable products and services comprehensively to meet all financial needs.
- Collaborate positively and effectively with team members and various departments.
- Proficient in using office equipment, basic computer applications, and data processing.
- Manage time efficiently.
- Adapt to and embrace changes in organizational processes and systems as necessary.
This position is eligible for participation in the credit union's group welfare benefits program, which includes comprehensive coverage options. Employees and their eligible family members can access a wide range of benefits, including medical, dental, vision, and life insurance. The credit union covers certain benefits entirely, while others involve shared costs. Additionally, employees have the option to enroll in flexible spending accounts and health savings accounts to manage eligible healthcare and dependent care expenses effectively.
Equal Opportunity Statement:
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
