Customer Experience Specialist
3 weeks ago
Pinnacle Credit Union is seeking a Customer Experience Specialist to provide exceptional service to our members. As a Customer Experience Specialist, you will be responsible for cultivating a friendly, professional, and helpful atmosphere, identifying member needs, inquiries, and concerns, and ensuring they are resolved in a timely and satisfactory manner.
Key Responsibilities:
- Proactively greet members and provide personalized assistance, including account maintenance activities, such as opening and closing accounts, updating member profiles, processing transactions, and resolving discrepancies.
- Offer comprehensive information on various financial products and services, including savings accounts, loans, mortgages, credit cards, investment options, and insurance policies.
- Identify opportunities to cross-sell additional products and services based on member needs.
- Maintain accurate and up-to-date member records, documentation, and transaction logs.
Requirements:
- High school diploma or equivalent.
- Previous experience in customer service or sales, preferably in the financial industry.
- Strong knowledge of financial products, services, and banking procedures.
- Excellent interpersonal and communication skills, both verbal and written.
- Proficiency in technology and ability to navigate various banking systems and software.
The estimated salary for this position is $16-$18 per hour, depending on experience. We offer a competitive compensation package and a dynamic work environment.
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