Customer Service Account Specialist

2 weeks ago


Midlothian, Virginia, United States Virginia Credit Union Full time
Job Overview:

Core Responsibilities:

The primary role of the Contact Center Account Consultant I is to respond to telephone inquiries concerning deposit and loan accounts while actively promoting the credit union's products and services, ensuring exceptional service delivery to members and colleagues throughout the organization.

Key Duties and Responsibilities:

- Respond to telephone inquiries related to deposit and loan accounts.
- Advocate for credit union products and services.
- Deliver outstanding service to members and team members.
- Execute transfers, withdrawals, and loan payments.
- Assist members with various transactions and inquiries.
- Promote additional products and services.
- Address member inquiries and resolve issues.
- Adhere to organizational policies and procedures.
- Complete necessary training sessions.
Performance Expectations:
  • Achieve service quality benchmarks.
    - Assess members' needs and provide recommendations.
    - Meet or surpass performance goals.
    - Cultivate relationships with members and team members.
    - Provide constructive feedback to management.
    - Participate in training opportunities.
    - Uphold confidentiality standards.
Qualifications:

Knowledge: Familiarity with the credit union or banking sector is preferred.

Skills:
  • Proficient in computer operations.
    - Strong attention to detail.
    - Excellent communication abilities.
    - Capability to thrive in a high-pressure environment.
    - Consistent delivery of quality service.
Education and Experience Requirements:
  • High school diploma with additional business coursework preferred.
    - Previous experience in a customer-facing role.
    - Proficient in computer usage and member interaction.
    - Experience in a contact center environment is preferred.
Physical Demands:
  • Ability to sit for extended periods.
    - Clear verbal communication and auditory comprehension.


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