Part-time MSR - Member Engagement - (San Diego)

General Summary

The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit Union members.

Principal Accountabilities (95%)

• Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.
• Offers and cross-sells Credit Union products and services to meet member needs.
• Effectively responds to member’s questions and/or concerns.
• Adhere to and follow all procedures including, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.
• Maintain a working knowledge and understanding of all audit and compliance regulations.

Secondary Accountabilities (5%)

• Performs other duties as assigned.
• Complies with BSA requirements as commensurate with position.

Position Requirement and Qualifications

• Abilities: Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving.
• Knowledge, Education, Certifications, Licenses: Strong technical knowledge of all call center service duties, including policies, procedures, member transactions and system applications. General understanding of human resources policies and procedures. College coursework desired.
• Experience: Two to four years of progressively responsible experience in a call center environment as a lead to gain the knowledge, skills and abilities to handle all aspects of the position.

Working Conditions and Physical Demands

Work is performed in a general office environment. This position does not require significant physical efforts.

EEO

California Credit Union is an Equal Opportunity Employer.