Member Contact Specialist

About the role

Provide timely and effective assistance to members via phone
Meet established call volume goals
Perform member identifications verification in compliance with policies.
Accurately resolve inquires or direct members to appropriate departments.
Update member contact information and perform account/loan transactions.
Identify and recommend credit union products and services to benefit members.
Review and resolve after-hour escalation calls and messages.
Assist with daily mail and correspondence distribution

Responsibilities

• Provide timely and effective assistance to members via phone
• Meet established call volume goals
• Perform member identifications verification in compliance with policies.
• Accurately resolve inquires or direct members to appropriate departments.
• Update member contact information and perform account/loan transactions.
• Identify and recommend credit union products and services to benefit members.
• Review and resolve after-hour escalation calls and messages.
• Assist with daily mail and correspondence distribution

Requirements

• Six months of similar or related experience
• High school diploma or equivalent preferably
• Ability to adapt to a fast-paced digital workflow
• Ability to handle sensitive information with discretion
• Customer service experience, preferably in financial services
• Strong communication and problem-solving skills

Qualifications

• Required: Six months of similar or related experience
• High school diploma or equivalent preferably
• Ability to adapt to a fast-paced digital workflow
• Ability to handle sensitive information with discretion
• Customer service experience, preferably in financial services
• Strong communication and problem-solving skills
• PREFERRED: Knowledge of credit union services and financial products
• Bilingual abilities are a plus

Skills

• Knowledge of credit union services and financial products
• Bilingual abilities

Benefits

• Generous Paid Time Off Policy
• Up to 15 days in 1st year of service
• Paid Time Off increases with tenure
• VTO (Volunteer Time Off)
• Up to 16 hours yearly
• 401(k) plan
• 7% company match
• Health, Dental, and Vision Insurance
• Health Savings Account with Employer Contribution Available
• Free Vision Insurance
• Life and Disability Insurance
• Provided by the Credit Union with Optional Supplemental Coverage Available
• Competitive Wage and Professional Development
• Educational Assistance

Pay

$21.00-$28.00 Per Hour Depending on Experience

Schedule

N/A