Customer Service Representative
5 days ago
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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