Financial Services Representative
2 weeks ago
Truliant is a financial cooperative dedicated to improving lives by providing excellent service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission.
Job Overview
The Financial Services Representative is responsible for serving the financial needs of our member-owners accurately and efficiently, developing a solid rapport with the member, and supporting Truliant's mission. This role responds to various member inquiries and provides information about Truliant's products and services while adhering to established policies and procedures.
Key Responsibilities
- Receive and respond to member inquiries, including calls, texts, chats, and emails, within a specialized workgroup assignment, while providing outstanding service that exceeds our members' expectations on every interaction.
- Recognize and respond to member relationship opportunities using a consultative service and sales approach promoting Truliant products and services tailored to member needs.
- Meet or exceed all key contact center performance metrics daily, weekly, and monthly.
- Flexible to assist members with various needs in different capacities throughout the day.
- A sound understanding of standard concepts, practices, procedures, regulations, and compliance within the financial services environment.
- Superior interpersonal and coaching skills, ability to get along with diverse personalities; tactful, mature, flexible, compassionate.
Benefits
- No-cost employee Medical, dental, vision coverage.
- Paid holidays and Paid Time Off (PTO).
- 401(k) plan with contribution matching.
- Paid community involvement volunteer hours.
- Tuition reimbursement.
- Short and long-term disability.
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