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Customer Service Representative

2 months ago


Bozeman, Montana, United States Clearwater Credit Union Full time
Job Description

Clearwater Credit Union is a values-based organization and a member of the Global Alliance for Banking on Values (GABV). Our values drive our strategic plan and shape our company culture.

We are committed to serving our members and employees with the highest ethical standards. Our mission is to be a force for good in banking, in the communities we serve, and in the lives of our members.

This in-branch Customer Service Representative position provides direct member support with various delivery channels by completing transactions and requests and being a source of information for members.

Key Responsibilities
  • Member Support
    • Skilled at answering phone calls and providing personalized guidance to address all the member's needs
    • Comfortable and efficient using chat and other multi-engagement channels to assist members
    • Responds to all incoming chats and emails from website and ones directed to Contact Center email addresses
    • Solve member account problems and update member records
    • Process member transactions and other member requests
  • Security and Compliance
    • Protects members and credit union from fraudulent activities
    • Proficient use of technology and knowledge of products and services, including staying up to date with changes and additions
  • Internal and External Service
    • Provide internal and external members with excellent service
    • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation
  • Reliability and Attendance
    • Reliable attendance and completion of tasks
Requirements
  • Embrace the Mission, Values, and Vision of the Credit Union.
  • Ability to interact with more than one department daily.
  • Ability to work within precise standardized guidelines with some latitude to make decisions and take initiative to resolve problems or unique circumstances.
  • Ability to possess versatility and flexibility to successfully service our members and serve as a back up to other positions as required.
  • Ability to possess the creativity and resourcefulness required to successfully complete assigned duties without constant supervision.
  • Ability to understand and follow moderately complex written and oral instructions.
  • Ability to express oneself clearly and concisely, both orally and in writing.
  • Ability to accept responsibility for access to confidential data.

Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more