Call Center - Member Contact Center Rep 1 - Full Time - Remote (AK, AZ, NV, TX, WA, WY)

Responsibilities

• Provides efficient and timely service to the membership via phone, mail, facsimile, as applicable.
• Performs a wide variety of duties including but not limited to: opening new Member Accounts; savings, checking, money market, trust, certificates, and IRA; account maintenance; and identifying and reporting suspicious behavior or suspected fraud activity.
• Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.
• Recommends other products and services as appropriate from having conversations that matter with members.
• Holds conversations that matter with members either in person or over the phone.
• Identifies needs, offers solutions, and follows up on any pending transactions.
• Treats all co-workers and members with respect.
• Serves as a liaison between the Credit Union and its members.
• Supports and participates in continuous improvement activities.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.

Qualifications

• 1 year retail experience with a proven track record in meeting and/or exceeding service and sales goals.
• Basic understanding of financial products and services.
• Professional verbal skills and etiquette.
• Cert competent computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel), remote signing and ability to work and operate a webcam.
• Excellent follow up.
• Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Excellent written skills (Email) – Grammar and Spelling.
• Member service and organizational skills.
• Work well with other departments – Team player.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Willingness to make a difference.
• Personable and professional.