Service Officer

Responsibilities

• Deliver exceptional member service via in-person, phone, or electronic channels.
• Guide members to solutions that benefit both the member and the credit union.
• Interact with a broad range of financial situations and provide prompt problem resolution.
• Uncover opportunities to build and strengthen member relationships.

Qualifications

• Knowledge of credit union products and services.
• Understanding of credit union policies and procedures.
• Ability to operate a PC using applications like Windows, Outlook, Word, and Excel.
• Experience operating financial software (Symitar) to access member accounts.
• Excellent listening and communication skills.
• Adaptable to working with a variety of online and software systems.
• Ability to communicate effectively with members.
• Proactive in educating and empowering members to utilize beneficial products and services.
• Expert level service to members after products or services have been added to accounts.
• Investigates and resolves a wide range of member issues and requests.
• Supports other departments in ensuring an exceptional member experience.
• Works through complex debit and credit card issues to successful resolution.
• Assists members in accessing all digital services and asks probing questions to ensure they are utilizing the features that best meet their needs.
• Provides support to the frontline sales team and branches in handling complex issues.
• Maintains confidentiality and privacy of member data and financial information.
• Complies with all applicable laws, regulations, policies, and procedures.
• Operates personal computer to accurately post transactions, access account information, balance transactions, and update member account transactions and information.
• Ensures accurate completion of required paperwork and documentation.
• Investigates and resolves balancing offages and discrepancies.
• Represents the credit union with a professional image.
• Ensures the office image is favorable, reflecting a sound and secure financial institution.
• Provides Notary services to members.
• Strong organizational, accuracy, and detail orientation skills.

Skills

• Excellent communication skills.
• Mathematical skills.
• Reasoning and problem-solving abilities.
• Emotional intelligence.
• A positive attitude.
• Accountability.
• Digital dexterity.

Benefits

• Health, Dental, and Vision benefits.
• Bonus opportunity.
• 401(k) with match and profit sharing.
• Flexible time off.

Pay

Pay Range: USD $44,166.00 - USD $66,198.00 /Yr.