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Customer Support Specialist

2 months ago


Idaho Falls, Idaho, United States Frontier Credit Union Full time
Job Overview

Position Summary:

The role involves managing all incoming communications for the credit union, ensuring a welcoming demeanor and acting as a knowledgeable point of contact during each interaction. This position provides comprehensive assistance to callers, including insights into our offerings, technical support, and processing of financial transactions as needed. It also creates opportunities to promote additional products and services tailored to member requirements. The aim is to achieve resolution in a single call or, when necessary, direct calls to specialized experts. Additionally, this role encompasses service through Live Chat and other communication channels.

Key Responsibilities:

  • Timely engagement with incoming calls, chats, and video inquiries.
  • Recognizes and addresses member needs with an expert understanding of the credit union's offerings, promotions, operational practices, and team resources.
  • Proactively and professionally promotes advantageous products and services to support the financial well-being of our members.
  • Accurately processes financial transactions as requested by members.
  • Investigates and resolves discrepancies and account issues, collaborating with other departments to gather information and rectify transactions.
  • Communicates concerns related to credit union operations and member accounts to relevant departments as they arise.
  • Consistently contributes positively to achieve personal, team, and organizational objectives.
  • Delivers exceptional service to both internal and external members.
  • Understands and adheres to all Credit Union Policies and Procedures, as well as State and Federal regulations, including compliance with the Bank Secrecy Act (BSA).
  • Assists colleagues with related tasks as necessary.
  • Completes other assigned responsibilities in line with the position.

Qualifications:

  • High school diploma or equivalent.
  • Minimum of six months experience in customer service; experience in a call center or financial setting is highly desirable.
  • Proven ability to promote products and services based on member needs.
  • Familiarity with Credit Union products and services; strong verbal and written communication skills; proficient with PCs and standard software.
  • Personable and approachable with excellent interpersonal and public relations skills; communicates with courtesy and professionalism in person and over the phone.
  • Exhibits sound judgment and creative problem-solving abilities; capable of explaining the rationale and process for resolutions.
  • Proficient typing skills are required.
  • Ability to work independently with minimal supervision and collaboratively as part of a team.
  • Ability to comprehend and execute various written instructions and follow verbal directions.
  • Effectively manages interactions with diverse personalities and cultures, demonstrating the highest levels of member service.
  • Upholds the highest professional and ethical standards, ensuring fair treatment of all individuals.
  • Demonstrates accuracy, efficiency, and quality in work, effectively managing multiple tasks and shifting priorities.
  • Maintains regular attendance and punctuality; available to work as needed based on business requirements.
  • Bilingual (English/Spanish) is preferred.

Physical Requirements:

This role requires the ability to hear and speak through a telephone (reasonable accommodations may apply). The position primarily involves sedentary work with limited physical exertion, including operating standard office equipment such as computers, keyboards, telephones, copiers, and calculators. The ability to work on a computer for extended periods is necessary.