Customer Service Representative

5 days ago


Coraopolis, Pennsylvania, United States Clearview Federal Credit Union Full time
Job Title: Member Service Representative

Clearview Federal Credit Union is seeking a highly skilled and customer-focused Member Service Representative to provide exceptional member service, answer incoming calls, and build relationships with our members.

Key Responsibilities:
  • Provide courteous, prompt, and excellent member service
  • Answer all incoming calls, providing general account and loan information in a pleasant and professional manner
  • Practice Call Center Standards for all incoming calls
  • Build relationships by suggesting appropriate products and services to fit members' needs
Working Hours:

This position is mostly work from home, with in-person visits to our office approximately once each quarter. Scheduled based on operational needs, Monday-Friday: 7:50am-6:10pm, Rotating Saturdays: 8:45am-2:15pm.

Minimum Qualifications:
  • High School diploma or equivalent required
  • Minimum of six months of similar or related experience required
  • Excellent member service skills
  • Exceptional telephone communication and human relation skills
  • Above average knowledge of Credit Union products and services
  • Ability to build and strengthen relationships through sales and service
  • Proficient computer skills
  • Good analytical skills
  • Ability to handle a variety of duties
  • Ability to maintain accuracy in a fast-paced environment
  • Detail oriented
  • Flexibility in working hours
  • Dependable with a good attendance record
Essential Duties and Responsibilities:
  • Answer member telephone inquiries and provide appropriate suggestions to financial needs
  • Meet average call volume goal and KPIs
  • Provide accurate and appropriate account information encompassing all share products
  • Process requested account transactions and assist members with account problems
  • Provide general loan information on member accounts
  • Open a variety of sub-share accounts
  • Build relationships by educating members on Credit Union products and services to help them live a better life
  • Work a variety of shifts based on operational needs
  • Attend required Credit Union training and meetings
  • Remain current on promotional and marketing mailings
  • Exceptional written, verbal, and communication skills
  • Handle other duties as assigned
  • Support Clearview's Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued


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