Customer Service Representative

4 days ago


Cottage Grove, Wisconsin, United States Summit Credit Union Full time

Job Summary: We are seeking a skilled Customer Service Representative to join our team at Summit Credit Union. As a key member of our contact center, you will be responsible for providing prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points.

Key Responsibilities:

  • Recommend Credit Union products and services that strengthen the member's financial situation and build long-term relationships with the Credit Union.
  • Provide follow-up as promised to members and participate in company-wide and department goals and objectives.
  • Work in a hybrid environment, requiring three on-site days per week at our Cottage Grove headquarters.

Requirements:

  • Professional, well-developed written and interpersonal communication skills essential for interacting with members and co-workers.
  • Ability to elicit member information that can be used to strengthen member relationships.
  • Requires judgment to solve day-to-day problems but usually within established guidelines.
  • High school diploma or equivalent.
  • Minimum combined two years experience in at least two of the following areas: public contact/member service, call center, financial environment, or sales.
  • In-depth knowledge of member self-service tools.
  • Basic mathematical skills required, including the ability to perform interest, pay-off, dividend, and certificate penalty calculations.
  • Basic knowledge of Microsoft Office Suite.

Why Summit Credit Union?

  • On-site 24/7 gym.
  • Wellness Caf.
  • Fun, collaborative environment.

Equal Employment Opportunity: Summit Credit Union is committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by local, state, or federal law.



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