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SUMMARY: Responsible for providing information and customer service concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service.
ESSENTIAL FUNCTIONS:
- Serves membership by providing service and information in a pleasant, professional, and efficient manner via telephone, and written / digital correspondence.
- Answers incoming calls in accordance to our service accountability standards.
- Responds to member inquiries in a timely manner.
- Researches and resolve routine member questions, problems, and complaints concerning credit union accounts.
- Assists in opening new memberships, add-on accounts, and visa credit cards.
- Follows verification and identification procedures to assist in preventing / mitigating fraud.
- Recognizes opportunities and cross-sell credit union products and services.
- Consistently meets or exceeds established monthly sales targets; participates in internal sales campaigns.
- Processes a wide range of teller transactions and client account maintenance requests with accuracy.
- Assists with Online Banking and E-Services trouble shooting / general inquiries.
- Works hand in hand with the fiduciary representative, assisting with Trust / POA / HSA / IRA / Estate Accounts.
- Maintains knowledge of credit union products, services, policies and procedures.
- Other duties as may be assigned
SECONDARY FUNCTIONS:
Provides coverage on the ITM as needed, this includes participating in a regular Saturday rotation (approx. once every six weeks).
QUALIFICATIONS:
- Education Required: High School Diploma or equivalent (GED)
- Education Preferred: Associate’s degree in Business Administration or related field
- Experience Required: One (1) year of customer service or retail sales experience
- Experience Preferred: Two (2) years of customer service or retail sales experience in a call center
The base pay for this position is $18.32 to $30.54 per hour. This position is eligible for a sales incentive/goal program. In specific locations, the pay range may vary from the range posted. Click here to learn more about ALEC and our benefits.
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