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Customer Service Account Specialist I

2 months ago

Midlothian, Virginia, United States Virginia Credit Union Full time
Position Overview:

Core Responsibilities:

The Customer Service Account Specialist I is responsible for addressing phone inquiries related to savings and loan accounts while advocating for the organization's offerings and ensuring exceptional service to members and colleagues throughout the organization.

Key Responsibilities:

- Respond to phone inquiries concerning savings and loan accounts.
- Advocate for the organization's offerings and services.
- Deliver exceptional service to members and colleagues.
- Execute transfers, withdrawals, and loan payments.
- Assist members with various transactions and inquiries.
- Promote additional products and services.
- Address member inquiries and resolve issues.
- Adhere to organizational policies and procedures.
- Complete necessary training.
Performance Expectations:
  • Achieve service quality benchmarks.
    - Assess members' needs and provide recommendations.
    - Meet or surpass performance goals.
    - Cultivate relationships with members and team members.
    - Provide constructive feedback to management.
    - Participate in training sessions.
    - Maintain confidentiality of member information.
Qualifications:

Knowledge Base: Familiarity with the credit union or banking sector is preferred.

Required Skills:
  • Proficient in computer operations.
    - Strong attention to detail.
    - Effective communication abilities.
    - Capability to perform under pressure.
    - Consistent delivery of quality service.
Education and Experience Requirements:
  • High school diploma with additional business coursework preferred.
    - Previous experience in a customer-facing role.
    - Experience with computer systems and member interactions.
    - Experience in a contact center environment is preferred.
Physical Demands:
  • Ability to sit for extended periods.
    - Clear verbal communication and auditory comprehension.