Customer Service Representative

3 weeks ago

Kalamazoo, Michigan, United States Consumers Credit Union Full time

About the Role: As a Customer Service Representative, you will be responsible for providing excellent digital member service to our members through video sessions. This role involves accurately and efficiently processing various cash and check inquiry transactions, recognizing referral opportunities to achieve personal sales goals, and demonstrating knowledge of all Credit Unions' products and services.

Your Key Responsibilities:

  • Process transactions of all types, such as deposits, withdrawals, loan payments, money orders, credit card, and line of credit advances through a digital channel or video sessions.
  • Recognize and act upon referral opportunities to achieve personal sales goals via video sessions for the best financial position of the member.
  • Provide excellent digital member service, including assisting members with additional service needs, such as opening accounts, setting up auto transfers, online banking services, and more.
  • Sustain teller balancing standards and accuracy.
  • Demonstrate knowledge of all Credit Unions' products and services.
  • Uphold member confidentiality, following security and fraud prevention policies and procedures.
  • Comply with the Bank Secrecy Act, OFAC, and USA Patriot Act, including accurate completion of CTRs and reporting of suspicious activities to the BSA Compliance Department.

About You:

  • You must have a high school graduate or equivalent.
  • You should have demonstrated knowledge of current technology and the ability to easily navigate multiple software environments.
  • You must be able to operate multiple monitors and software systems simultaneously without interfering with excellent member service in a high-volume environment.
  • You must be comfortable on camera, maintaining a friendly and professional appearance.
  • You must demonstrate the ability to build rapport with members; enjoy working with people.
  • You must have excellent analytical, verbal, and written communication skills.

About Us: At Consumers Credit Union, we work closely together and count on one another. Our team enjoys an unusual high level of camaraderie. We offer outstanding health, dental, and vision plans, an excellent health insurance plan, a 401(k) plan that provides a 100% match up to your first 10% of contribution following 60 days of employment, generous paid time off, paid gym memberships, in-house training, wellness programs, life coaches, tuition reimbursement, and more. And don't forget, loan discounts. We are committed to Equal Employment Opportunity. We are a proud Veteran & Military Friendly Employer.

Salary: $40,000 - $60,000 per year, based on experience.

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