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Customer Support Specialist I

2 months ago

Tempe, Arizona, United States Truwest Credit Union Full time


Experience a fulfilling career at TruWest Credit Union


Are you someone who enjoys assisting others and excels at resolving issues? We are looking for motivated individuals to fill the role of a Customer Support Specialist. In this capacity, you will be the welcoming voice on the other end of the line, delivering exceptional assistance to our esteemed members.

If you are dedicated to providing outstanding service and thrive in a dynamic environment, we would love to hear from you. Become part of a team committed to positively impacting the lives of our members.

At TruWest, we provide consistent work schedules that allow you to balance your professional and personal life seamlessly.

We offer comprehensive benefits starting from day one, including medical, dental, vision, and a 401(k) plan. Additionally, we support your retirement savings by matching your 401(k) contributions.

TruWest provides a generous paid time off policy and observes all 11 Federal Holidays, giving you more time to enjoy with family, friends, or pets.

Starting pay:
$21.21/hr. Final salary is based on the candidate's experience and qualifications.

If you are passionate about member engagement and seeking a workplace that feels like home, this is the opportunity for you.


Full Job Overview:

This role is responsible for assisting members with TruWest products, services, and account inquiries.

The position includes opening and closing department duties, handling non-cash transactions, establishing new accounts, and facilitating loan origination.

You will manage incoming calls and make outbound calls to address member inquiries and identify their needs for various credit union offerings.

Key responsibilities include verifying member information and processing applications for services while ensuring adherence to credit union policies and lending regulations.

This role also requires the ability to perform the duties of a Membership Officer.

Providing exceptional service to members, colleagues, and business partners is essential, demonstrating the TruService Philosophy and the values outlined in the TruWest Vision, Mission, and Values card.


Qualifications:

Education:
A high school diploma is required, with some college education in a related field preferred.

Experience:
A minimum of one year of experience in new account and loan origination is required. Experience in a contact center is preferred.

Knowledge and Skills:
Strong sales and referral skills are essential.

General knowledge of TruWest products, services, and account requirements is necessary to identify cross-selling opportunities that benefit members.

Candidates must be able to interpret and comply with credit union policies and lending regulations.

Proficiency in mathematical calculations with high accuracy, attention to detail, and excellent telephone etiquette and communication skills are required.

Familiarity with Microsoft Office and office equipment such as calculators, PCs, and copiers is necessary.

Candidates should also be able to work independently and manage multiple tasks effectively.

Strong oral and written communication skills, along with excellent member service and interpersonal abilities, are crucial. Being a team player and building relationships with members and colleagues is important. Bilingual skills are preferred.

Primary Duties and Responsibilities:

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Promote products and services to members while maintaining acceptable referral and sales levels through phone interactions.
  • Understand and facilitate the opening of all deposit products received via telephone and the indirect dealership program.
  • Possess thorough knowledge of loans offered by the credit union and troubleshoot consumer loans via telephone.
  • Have a general understanding of the TruWest computer system and perform all non-cash transactions.
  • Adhere to credit union policies and procedures related to tellers and Member Service Representatives.
  • Collaborate effectively with co-workers, assistant managers, and department managers, demonstrating a willingness to take on additional responsibilities.
  • Provide prompt and courteous service to members while maintaining professionalism in behavior and tone.
  • Accurately handle member transactions and complete assignments in a timely manner by organizing work effectively.
  • Communicate clearly with colleagues and members both orally and in writing, maintaining a professional relationship with other departments.
  • Comply with all laws and regulations, particularly the Bank Secrecy Act, Security Policies, and Confidentiality Policies, while adhering to all TruWest Human Resource policies.
  • Perform other duties as assigned.