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Customer Service Representative Position
3 weeks ago
Established in 1935, PENFED Credit Union is one of the country's strongest and most stable financial institutions. With over 2.8 million members and over $36 billion in assets, we serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, and Okinawa.
Job DescriptionWe are seeking a highly skilled Customer Service Representative to join our team at our Eugene, Oregon service center. As a Customer Service Representative, you will be responsible for providing best-in-class member service by answering incoming calls, providing basic account and product information while performing account transactions and maintenance.
Key Responsibilities:- Answer persistent inbound member calls and accurately complete requested transactions regarding PENFED deposit, credit cards, and loan products.
- Provide a Best-in-Class member experience in all member interactions.
- Answer member inquiries via chat functionality and outbound calls.
- Calmly research, resolve, and de-escalate member questions or issues.
- Resolve problems that are within authority to resolve. Refer problems that are beyond authority to resolution team, along with recommendations for resolution.
- Update member records and document member calls.
- Act as a liaison between members and various departments.
- Maintain working knowledge of PENFED deposit, credit cards, and loan products.
- Participate in team meetings to ensure objectives are being met.
- Meet cross-selling and productivity metrics each month.
- Successfully complete different phases of training consisting of different call topics.
- Educate members on PENFED products and services to best support their financial goals.
- Efficiently navigate multiple banking platforms via internet browsers and other software.
- Associates degree or 1 year of college-level education or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- A minimum of one (1) year customer service experience in a call center, service-oriented environment, or financial setting preferred.
- Excellent verbal and written communication skills required.
- Exceptional time management skills required.
- Ability to work in a fast-paced, phone queue/call center environment.
- Demonstrated proficiency in standard business computer operations, internet applications, web browsers, e-mail, and various Windows-based software applications.
- Ability to work in multiple systems to obtain account data and complete research and requests for members and applicants in a timely manner.
- Ability to present a consistently positive and professional presence over the phone.
- Ability to adapt and embrace changes in organization, processes, and systems as needed.