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Client Services Associate

2 months ago

Savannah, Georgia, United States Workmen's Circle Credit Union Full time
Job Overview

We are looking for a dedicated Client Services Associate to support our members at Workmen's Circle Credit Union. In this role, you will assist members by delivering comprehensive product and service information while addressing any technical challenges they may encounter.


Key Responsibilities:
  • Manage the opening and closing of member accounts
  • Facilitate deposits and withdrawals
  • Provide detailed information regarding our products and services
  • Address member inquiries and resolve concerns
  • Maintain and update member records based on interactions
  • Perform administrative tasks such as answering phone calls, filing, and scanning documents.

Required Qualifications:

  • Experience in an office environment, particularly in financial services, banking, or related fields is advantageous
  • Strong ability to establish rapport with members
  • Capable of prioritizing tasks and managing multiple responsibilities
  • Exhibit a positive and professional attitude
  • Exceptional written and verbal communication skills
  • Proficient in Microsoft Word and Excel