Call Center Financial Services Representative

About the role

The Financial Service Representative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.

Responsibilities

• Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks.
• Respond to routine member inquiries regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
• Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
• Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit.
• Make referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed.
• Perform such other member service functions that might be needed from time to time and assist others to complete tasks and work assignments.

Requirements

• A high school diploma or equivalent.
• Six months of call center experience OR six months of financial institution experience.
• Personal computer experience to include Microsoft Windows applications.

Qualifications

• Passionate about helping others.
• Skilled at problem-solving.
• Thrives in a fast-paced, team-oriented environment.

Skills

• Effective communication skills.
• Positive and professional demeanor.
• Ability to prioritize and manage multiple tasks.
• Initiative and ownership of projects.
• High-quality work standards.

Benefits

• 11 paid holidays and competitive PTO.
• 401(k) with employer match.
• Medical, dental, vision, and life insurance.
• Short-Term Disability, including maternity leave.
• Tuition reimbursement program.
• "Dress for your day" policy.
• Career advancement opportunities.
• Supportive, team-oriented culture.

Pay

Commensurate with experience.

Schedule

Full-time | Monday–Saturday