Client Services Representative
2 weeks ago
The role involves managing all incoming communications for the credit union, ensuring a welcoming demeanor and acting as a knowledgeable point of contact with each interaction. This position delivers expert assistance to callers, providing insights into our offerings, technical support, and facilitating financial transactions as needed. It also aims to identify opportunities for cross-selling products and services tailored to member requirements. Striving for one-call resolution is essential, although transferring calls to specialists may be necessary. Additionally, this role encompasses service through Live Chat and other communication channels.
Key Responsibilities:
- Timely response to incoming calls, chats, and video requests.
- Recognizing and addressing member needs with a comprehensive understanding of the credit union's offerings, promotions, and operational guidelines.
- Professionally promoting relevant products and services to support the financial well-being of our members.
- Efficiently processing financial transactions as requested by members.
- Investigating and rectifying discrepancies and account issues, collaborating with other departments as necessary.
- Communicating any issues related to credit union operations and member accounts to appropriate departments.
- Consistently contributing positively to achieve personal, team, and organizational objectives.
- Delivering exceptional service to both internal and external members.
- Understanding and adhering to all Credit Union Policies and Procedures, as well as State and Federal regulations, including the Bank Secrecy Act (BSA).
- Assisting colleagues with related tasks as required.
- Completing additional duties as assigned in line with the position.
- High school diploma or equivalent.
- Minimum of six months experience in customer service; experience in call centers and the financial sector is highly desirable.
- Proven ability to cross-sell products and services based on member needs.
- Familiarity with credit union products and services; strong verbal and written communication skills; proficiency with PCs and standard software.
- Friendly and approachable demeanor with excellent interpersonal skills; communicates with courtesy and tact in person and over the phone.
- Demonstrates sound judgment and creative problem-solving abilities; capable of explaining the reasoning behind resolutions.
- Proficient in standard office software and typing skills.
- Ability to work independently with minimal supervision while also being an effective team player.
- Capability to follow written instructions and verbal directions accurately.
- Effectively manages interactions with diverse personalities and cultures, consistently providing high levels of member service.
- Upholds the highest professional and ethical standards, ensuring fair treatment of all individuals.
- Exhibits extreme accuracy, efficiency, and quality in work, managing multiple tasks and shifting priorities effectively.
- Maintains reliable and punctual attendance, available to work as required by business needs.
- Bilingual (English/Spanish) is preferred.
This role requires the ability to communicate effectively via telephone (reasonable accommodations may be made). The position primarily involves sedentary work with limited physical exertion, including operating standard office equipment such as computers, telephones, and copiers. The ability to work on a computer for extended periods is necessary.
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