Member Relations Specialist

2 weeks ago

Lowell, Massachusetts, United States Jeanne D'Arc Full time
Job Overview

Location
Remote

Employment Type
Full Time

Compensation
$25.73 Hourly

Position Summary

At Jeanne D'Arc Credit Union, we pride ourselves on offering competitive compensation, comprehensive benefits, and a supportive work environment that fosters professional growth. Our dedicated team is essential in delivering outstanding member service and guiding our members towards informed financial decisions.

As a Member Service Center Representative, you will play a crucial role in cultivating member relationships by providing education on our credit union's offerings through telephone interactions. You will adhere to established policies and procedures to ensure ethical and compliant operations while efficiently handling various transactions and service requests.

Key Responsibilities:
  • Manage incoming calls, warmly greet members, and provide accurate information regarding transactions, products, and services. Take ownership of fulfilling member service requests, including account openings, service maintenance, and loan applications. Ensure compliance with all relevant policies and regulations, including member identification and confidentiality standards. Contribute to achieving departmental performance metrics.
  • Commit to understanding and mastering all credit union deposit and loan products and services.
  • Effectively resolve challenging member situations through problem-solving and sound judgment, striving to provide positive outcomes.
  • Handle complex transactions, such as IRA and business account openings, and assist with domestic and international wire transfers as needed.
  • Engage in relationship-building by educating members about credit union products and services, directing them to appropriate resources when necessary.
  • Conduct daily transaction settlements, ensuring accuracy and assisting with departmental balancing tasks.
  • Perform additional job-related duties as assigned.
Qualifications:

A minimum of one year of relevant experience is required, with call center experience preferred. A high school diploma or equivalent is necessary, or a combination of education and experience.

This position involves significant interaction with individuals both within and outside the credit union, necessitating a high level of confidentiality, discretion, and professionalism. Strong interpersonal skills are essential for building positive relationships with team members, members, and vendors. Excellent verbal communication skills, including a positive tone and the ability to explain financial concepts clearly, are required. Patience, active listening, and sound judgment are crucial.

Proficiency in Microsoft Office and related business applications is required. The ability to apply cognitive reasoning to daily tasks, work independently, and collaborate effectively within a team is essential. Candidates should be highly motivated, detail-oriented, organized, and capable of multitasking in a professional, high-volume call center environment.

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