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Customer Service Representative II

2 months ago

Carlsbad, United States Partners Federal Credit Union Full time
Job Summary

This position is a key representative for Partners Federal Credit Union, responsible for developing long-term relationships with members by identifying their financial needs and providing tailored solutions. The ideal candidate will work collaboratively with the sales and support teams to achieve member satisfaction, revenue growth, and long-term account goals.

Key Responsibilities
  • Interact with members face-to-face and via phone to provide exceptional service and accurate information.
  • Build trust and rapport with members to identify financial opportunities and present relevant solutions.
  • Utilize objective-based selling techniques to meet member needs and achieve sales goals.
  • Process new memberships, account openings, and service requests in a timely and efficient manner.
  • Stay up-to-date on branch and credit union processes to anticipate potential issues and communicate effectively with management.
  • Assume ownership and responsibility for assigned tasks and projects, ensuring high-quality results and meeting deadlines.
  • Provide exceptional member service, meeting or exceeding quality control standards and ensuring every member receives a 5-star experience.
  • Assist the department with projects and reports, providing suggestions to improve operations and efficiency.
Requirements
  • High School diploma or equivalent required; 1-3 years of relevant work experience preferred.
  • Excellent communication, problem-solving, and sales skills.
  • Ability to work in a fast-paced environment, adapting to change and prioritizing tasks effectively.
  • Strong teamwork and time-management skills, with a focus on delivering exceptional member service.