Customer Service Specialist

6 days ago

Mount Vernon, New York, United States Alaska USA Full time

About the Role

At Alaska USA, we're seeking a highly skilled and customer-focused Financial Services Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional member experiences through a consultative and personalized approach.

Key Responsibilities

  • Actively engage with existing and prospective members to create a positive member experience that aligns with our organization's values and culture.
  • Ensure all members receive prompt, professional, and courteous service during each interaction.
  • Deepen member relationships through expert knowledge of credit union products and services, and the execution of member engagement strategies through in-person conversations, relationship calling, and referrals to other business lines.
  • Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve members' financial well-being.
  • Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
  • Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
  • Support the Member Service Center with incoming calls as scheduled, monitor activities, and remain flexible to changes.
  • Build meaningful relationships by participating in branch promotions and community events, as assigned.
  • Work effectively in a team environment across all organizational levels.
  • Perform other duties as assigned.

Requirements

  • High school graduate or equivalent.
  • Passion for helping people and the drive to build relationships that assist members in meeting financial goals.
  • Good communication and human relation skills.
  • Ability to effectively ask open-ended questions, problem solve, and provide solutions.
  • Develop strong working relationships with coworkers and business line partners through collaboration.
  • Must be able to lift 25 pounds.

Compensation

  • Financial Services Representative I (Category 15): $38,412 - $55,312 annually.
  • Financial Services Representative II (Category 14): $41,484 - $60,567 annually.
  • Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually.

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable, and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

Benefits

  • Short-term and long-term incentives.
  • Comprehensive medical, dental, and vision insurance plan that has HSA and FSA options.
  • 401(k) plan with a 5% match.
  • Employee Assistance Program (EAP).
  • Life and disability coverage.
  • Voluntary cash benefits for accident, hospitalization, and critical illness.
  • Tuition Reimbursement.
  • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays.

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