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Customer Service Representative

2 months ago


Kenosha, Wisconsin, United States TRUSTONE FINANCIAL CREDIT UNION Full time
Job Title: Call Center Representative

About the Role:

We are seeking a highly skilled and customer-focused Call Center Representative to join our team at TruStone Financial Credit Union. As a key member of our operations team, you will be responsible for providing exceptional service to our members, resolving their inquiries and concerns, and ensuring a positive experience with our credit union.

Key Responsibilities:

  • Provide universal support to members related to department operational activities and financial services.
  • Exercise independent judgment and decision-making skills while safeguarding member information and maintaining professionalism in a fast-paced environment.
  • Develop and maintain a unique working knowledge of all operational and technical facets of the credit union, its service offerings, benefits, and rules and regulations.
  • Provide leadership, training, and support to co-workers and other credit union staff.
  • Work collaboratively as a team player, being flexible and dependable, while maintaining a high level of professionalism.

Requirements:

  • High School Diploma or equivalent.
  • 1+ years of related financial or customer services experience, preferred.
  • Excellent customer service and sales skills.
  • Experience in computer systems with MS Office experience preferred.
  • Math aptitude and keyboarding skills.
  • Excellent verbal and written communication skills.
  • Ability to work independently while displaying initiative and decision-making skills.
  • Ability to maintain a high level of professionalism while working under pressure.
  • General knowledge and experience working with mobile devices and their operating systems.
  • Ability to use excellent customer service skills providing high-quality, professional support over the phone.
  • Compliance with the Bank Secrecy Act and all its provisions.
  • Ability to pass a pre-employment drug test and various background checks.
  • Regular and reliable attendance at the workplace.

What We Offer:

  • Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you'll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse, and eligible dependents.
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books, and activity fees).
  • Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks.

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities, and all Protected Classes.