Customer Service Representative - Credit Union

About the role

We are seeking a highly motivated and detail-oriented Customer Service Representative to join our dynamic Credit Union team in the Accounting and Finance industry. This role demands a unique blend of customer service skills, banking knowledge, and financial expertise.

Responsibilities

• Provide exceptional customer service by responding to all inbound calls in a timely and professional manner.
• Utilize your keen understanding of our products and services to cross-sell to existing and potential customers.
• Handle account maintenance tasks, ensuring all customer accounts are up-to-date and accurate.
• Demonstrate your cash handling abilities by processing transactions accurately and efficiently.
• Use your knowledge of Symitar software to manage customer data and transactions.
• Deliver a consistent and professional level of service within a call center environment.
• Work collaboratively with other team members to achieve shared goals and objectives.
• Resolve customer issues and inquiries quickly and effectively, ensuring customer satisfaction at all times.
• Continually update your knowledge of banking regulations and credit union policies to ensure compliance.
• Provide feedback on customer interactions and issues to help improve our service delivery.

Qualifications

• Minimum of 2 years of experience in a customer service role within the banking or finance industry.
• Proven experience with Symitar software is highly desirable.
• Strong customer service skills with a commitment to delivering high-quality service.
• Prior experience in a call center environment, handling inbound calls.
• Demonstrated ability in account maintenance and cash handling.
• Excellent cross-selling abilities, with a strong understanding of banking products and services.
• Detail-oriented with a high level of accuracy in all tasks.
• Strong communication and interpersonal skills, with the ability to build relationships with customers.
• Sound knowledge of banking regulations and credit union policies.
• Ability to work well in a fast-paced, team-oriented environment.

Benefits

Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services. No weekends.