Customer Service Representative for Member Support
1 week ago
If you possess a vibrant personality, enjoy engaging with members and customers, and excel in a service-oriented environment, this role at First Financial Credit Union presents an excellent opportunity. As a Member Contact Representative in our dedicated contact center, you will collaborate with a team of motivated individuals who take pride in assisting others and fostering a supportive atmosphere.
In this role, your strong communication abilities will be essential in delivering professional and tailored service to our members and customers. You will have the chance to demonstrate your achievements and earn rewards by meeting monthly sales and service objectives. Additionally, you will experience the fulfillment of aiding our members while expanding your knowledge within the Financial Services sector.
Key Responsibilities
- Handle incoming calls and assist members with various inquiries, including:
- Problem resolution
- Cross-selling credit union offerings
- Providing rate quotes and negotiations
- Researching account details
- Ordering checks, statements, and check copies
Daily Duties Include:
- Quoting savings and loan rates
- Providing blue book rate information
- Processing check orders
- Managing statement requests and check copies
- Calculating and quoting dividends and loan payments
- Facilitating loan payoffs
- Setting up payroll deductions
- Offering general information
- Establishing automatic transfers
- Advising members on investment opportunities
- Assisting with account openings, adjustments, and closures
- Cross-selling credit union products
- Performing additional tasks as assigned
Qualifications and Skills
- High School Diploma or equivalent
- Familiarity with customer service practices in a credit union setting is preferred
- Exceptional verbal communication skills and patience when interacting with the public
- Basic accounting knowledge to effectively manage and balance accounts
- Proficient computer skills, particularly in data entry
- Able to successfully cross-sell products and services
Benefits Offered
- Comprehensive Medical, Dental, and Vision coverage, along with Flexible Spending Accounts and Employee Assistance Programs
- Company-sponsored Life Insurance and both short- and long-term disability coverage
- Voluntary Benefits through Colonial Life and Guardian
- Vacation time for Union employees
- Additional vacation awards for every five years of service
- 401(k) plan with 5% Safe Harbor Employer Contributions
- Performance-based incentives and recognition
- Special product pricing, including discounted loan rates and interest on accounts with no minimum balance
- Employee appreciation events and recognition initiatives
- Opportunities to win trips and participate in gain-sharing programs
Our Commitment
First Financial Credit Union is dedicated to the educational community, which distinguishes us from other financial institutions. Our commitment to our employees further sets us apart from other employers. At First Financial, your voice is valued, and your contributions are acknowledged. Our people are our most important asset, which is why we provide an exceptional benefits program, including competitive salaries and a matching 401(k) plan, alongside comprehensive medical benefits.
Community Engagement
We actively participate in volunteerism and support local schools, educators, and students, which is central to our mission.
Our Legacy
Founded over 90 years ago by educators for educators, First Financial has proudly supported the California educational community. This commitment remains as strong today as it was in 1933.
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