Customer Service Representative

5 days ago


Shelby, North Carolina, United States Truliant Federal Credit Union Full time

Job Summary

We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Truliant Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and exceeding their expectations.

Key Responsibilities

  • Provide accurate and efficient service to members, processing transactions and resolving discrepancies in a timely manner.
  • Create a welcoming environment for members, establishing rapport and building relationships to understand their financial needs and goals.
  • Ensure consistent adherence to our member service standards, providing excellent problem resolution and educating members on our products and services.
  • Engage members in conversation to learn about their financial needs and goals, and proactively assist them in finding ways to make our services more convenient.
  • Utilize member relationship tools to record interactions and contribute to the execution of our service and sales goals.
  • Maintain the confidentiality and integrity of member accounts, ensuring compliance with all internal controls and established policies and procedures.

Requirements

  • High school diploma or equivalent required.
  • Minimum of 1 year related experience in the retail industry or financial services preferred.
  • Excellent communication and interpersonal skills, with the ability to work in a fast-paced environment.
  • Strong arithmetic skills and ability to work with technology, including personal computers and software applications.
  • Ability to work well under pressure and adapt to changing business needs and deadlines.

Physical Requirements

  • Frequent standing, walking, and bending required.
  • Ability to sit for occasional periods of time and use a computer.
  • Ability to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.


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