Financial Service Associate
1 day ago
We are seeking a skilled and dedicated Financial Service Associate to join our team at CEFCU. As a critical member of our Member Contact Center, you will provide expert service to our members, handling a wide range of transactions, inquiries, and issues.
Main Responsibilities
- Handle inbound calls, emails, and chats from members, addressing their concerns and providing solutions in a timely and professional manner.
- Maintain accurate and up-to-date records of member interactions, transactions, and correspondence.
- Process new account openings, closings, and other transactions while adhering to regulatory requirements and CEFCU policies.
- Work collaboratively with colleagues to achieve team goals, promote a positive work environment, and maintain a high level of member satisfaction.
- Participate in ongoing training and development programs to enhance your skills and stay current with industry trends and best practices.
Requirements and Qualifications
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Minimum 1-2 years of customer service experience in a call center or financial institution.
- Excellent communication, problem-solving, and interpersonal skills.
- Basic operations knowledge of Microsoft Word and Excel.
- Ability to work in a fast-paced environment with high volumes of calls and transactions.
- Exceptional attention to detail and quality standards.
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