Client Services Representative

2 weeks ago


Idaho Falls, Idaho, United States Frontier Credit Union Full time
Position Overview:

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.
Qualifications:
  • 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.
Physical Requirements:

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.

  • Idaho Falls, Idaho, United States Westmark Credit Union Full time

    Experience the Westmark AdvantageAre you seeking a fulfilling career where you are recognized as a vital member of a team? At Westmark, we prioritize individual contributions and offer a supportive environment that fosters personal and professional growth while making a positive impact in the community.Why Choose Westmark?• 60% of our team members have...


  • Idaho Falls, Idaho, United States Jacob Kay - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled and customer-focused professional to join our team as a Customer Relations Representative at Jacob Kay - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional client experiences that drive business growth and success.Key ResponsibilitiesEstablish and Maintain Customer...


  • Idaho Falls, Idaho, United States Mom's Meals Full time

    Job SummaryMom's Meals, a leading national provider of refrigerated home-delivered meals, is seeking a skilled Customer Service Representative to serve as the front line to our customers placing meal orders. This role is responsible for providing exceptional customer service while efficiently and accurately submitting orders.Key ResponsibilitiesHandle...


  • Idaho Falls, Idaho, United States Mom's Meals Full time

    Job SummaryMom's Meals, a leading national provider of refrigerated home-delivered meals in the healthcare market, is seeking a highly skilled Bilingual Customer Service Representative to serve as the front line to our Spanish-speaking customers placing meal orders.Key ResponsibilitiesProvide exceptional customer service to clients while efficiently and...


  • Post Falls, Idaho, United States Family Dollar Full time

    Join Our Team at Family DollarAs a Customer Service Representative, you will play a vital role in ensuring customer satisfaction and enhancing the shopping experience. Your responsibilities will include:Providing Outstanding Service: Engage with customers in a friendly manner, assisting them in selecting products that meet their needs.Transaction Management:...


  • Idaho Falls, Idaho, United States Cabela's Full time

    Job SummaryThe Customer Service Outfitter at Cabela's is responsible for providing world-class customer service to our guests while presenting them with the benefits of becoming a CLUB Member. This role requires a strong commitment to customer service, product knowledge, and sales skills.Key ResponsibilitiesSupport a strong commitment to world-class customer...


  • Idaho Falls, Idaho, United States Bass Pro Shops Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, promoting our products and services, and driving sales growth.Key ResponsibilitiesCustomer Service: Provide world-class...


  • Idaho Falls, Idaho, United States Melaleuca Full time

    About the RoleMelaleuca is seeking a highly motivated and customer-focused individual to join our team as a Bilingual Customer Service Representative. As a key member of our customer support team, you will play a vital role in providing exceptional service to our customers, ensuring their satisfaction and loyalty to our brand.Key ResponsibilitiesCustomer...


  • Idaho Falls, Idaho, United States Teton Toyota Full time

    Job SummaryThe Customer Service Representative is the first point of contact for our customers, and it's essential to make a positive and professional impression. This role requires exceptional customer service skills, attention to detail, and the ability to multitask.Key ResponsibilitiesAnswer incoming calls in a timely and friendly manner, providing...


  • Idaho Falls, Idaho, United States Stinker Stores Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Stinker Stores in Idaho Falls. As a Customer Service Representative, you will be responsible for providing exceptional customer service, generating sales, and maintaining a clean and safe store environment.Key ResponsibilitiesSales: Provide...


  • Idaho Falls, Idaho, United States Idaho Housing and Finance Association Full time

    Job OverviewWe are looking for a courteous and detail-oriented Administrative Assistant to become a vital part of our organization. In this role, you will be the first point of contact for clients, managing phone communications and electronic correspondence, coordinating schedules, procuring office materials, and providing essential administrative...


  • Idaho Falls, Idaho, United States The WRS Group - Symmetry Financial Full time

    Job DescriptionAre you a motivated and results-driven individual looking for a challenging opportunity in sales? Do you have a passion for helping others and a desire to succeed in a dynamic and fast-paced environment? If so, we may have the perfect opportunity for you.We are seeking highly motivated and self-starting individuals to join our sales team as...


  • Idaho Falls, Idaho, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN Labor and Delivery PositionHealthEcareers - Client is seeking a skilled Labor and Delivery Registered Nurse for a travel nursing job in Idaho Falls, Idaho.Job Summary:We are looking for a dedicated and compassionate Labor and Delivery Registered Nurse to join our team. As a travel nurse, you will have the opportunity to work in a...


  • Idaho Falls, Idaho, United States American Senior Benefits Full time

    About American Senior BenefitsWe are a hybrid sales organization offering the best opportunity in insurance sales in the country, proudly representing over 220 of the top carriers. Our company is built on a foundation of trust, integrity, and a commitment to helping our clients achieve their financial goals.Our MissionWe are dedicated to providing our...

  • Travel Nurse RN

    1 week ago


    Idaho Falls, Idaho, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Operating RoomJob Type: Travel NursingLocation: Idaho Falls, IdahoJob Description:About the JobAureus Medical Group - Nursing is seeking a skilled travel nurse RN to join their team in Idaho Falls, Idaho. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality...


  • Idaho Falls, Idaho, United States Farm Bureau Mutual Insurance of Idaho Full time

    About the RoleWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Farm Bureau Mutual Insurance of Idaho. As a Property and Casualty Insurance Agent, you will be responsible for overseeing an existing portfolio of clients and working to prospect and secure new ones.Key ResponsibilitiesStay Up-to-Date on...


  • Idaho Falls, Idaho, United States The Buckner Company Full time

    Job OverviewPosition Title: Receptionist/Account AssistantClassification: Non-exemptReports To: Department Team LeadHours: Full Time (40 hours/week)Location: Idaho Falls OfficeCompensation: $17 to $20/hr., with benefitsPosition SummaryThis entry-level role is designed to provide comprehensive office support through various clerical activities and related...


  • Idaho Falls, Idaho, United States Western States Fire Protection Full time

    About Us:3-D Fire Protection, a proud member of Western States Fire Protection (WSFP), is more than just a company; we are a community of dedicated individuals united by our mission and values. Since our inception in 1985, we have specialized in Life Safety Systems, consistently innovating to create value and seize opportunities.Our Core Values:Integrity,...


  • Idaho Falls, Idaho, United States Westmark Credit Union Full time

    Job SummaryThe Member Advisor is a dynamic and multifaceted role that combines the responsibilities of a teller, personal banker, and lending specialist to deliver comprehensive financial services to our members.This position requires a proactive and friendly individual who can handle a variety of tasks, from processing transactions to offering financial...


  • Idaho Falls, Idaho, United States Stinker Stores Full time

    About Stinker StoresStinker Stores is a family-owned and operated company with a rich history spanning nearly 85 years. With a presence in 110 locations across three western states, we offer a wide range of career opportunities in a dynamic and growing industry.Our Company CultureWe take pride in providing our employees with a stable and supportive work...