Member Services Representative
2 weeks ago
As a key member of our organization, you will be responsible for delivering exceptional service to our members while fostering strong professional relationships through effective communication. You will handle incoming calls, assist with inquiries, and ensure member satisfaction by resolving issues or directing them to the appropriate department. Additionally, you will actively promote our financial products and services, maintaining accurate records and documentation.
KEY RESPONSIBILITIES
1. Ensure the efficient and professional execution of Contact Center duties.
a. Provide comprehensive information regarding organizational policies, procedures, and offerings.
b. Assist members with inquiries related to accounts, payments, interest rates, and available financial options.
c. Conduct account maintenance and facilitate automatic transfers for loan repayments.
d. Present and clarify financial services to members, assisting them in meeting their financial objectives.
e. Address member inquiries and resolve issues by gathering relevant information and providing feedback.
f. Manage incoming calls and direct them appropriately, ensuring messages are accurately recorded and communicated.
g. Process changes to member information as required.
h. Keep members informed about available services, rates, and policies.
i. Uphold the organization's professional reputation and maintain confidentiality of member information.
j. Actively promote financial products and services.
2. Foster effective collaboration and communication with team members and management.
a. Prepare and submit weekly statistical reports related to Contact Center activities.
b. Keep supervisors updated on significant developments and challenges.
c. Ensure timely and accurate completion of required documentation.
d. Participate in meetings as necessary.
3. Undertake additional responsibilities as assigned.
a. Provide support to other departments as needed.
b. Perform clerical tasks as required.
c. Assist in verifying accounts and managing correspondence.
d. Maintain a clean and organized workspace.
e. Engage in proactive promotion of financial services.
QUALIFICATIONS
Education/Certification: High school diploma or equivalent.
Required Knowledge: Basic understanding of financial institution operations.
Experience Required: None
Skills/Abilities:
- Excellent communication skills
- Professional demeanor and attire
- Strong mathematical abilities
- Proficiency in operating relevant computer applications and office equipment
- Good typing proficiency
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