Member Contact Center Rep 1

Posted 18 hours ago

This is a fully remote position, open to applicants in Alaska, +4 more states.

📋 Description

• Deliver prompt and efficient service to members through phone, mail, and facsimile communication.

• Accurately execute basic member service transactions while ensuring high quality.

• Engage with members to identify their needs, provide solutions, and follow up on outstanding transactions.

• Suggest products and services, including ancillary offerings, when appropriate.

• Facilitate the opening of new member accounts such as savings, checking, money market, trust, certificates, and IRA accounts.

• Complete account forms, certificate applications, trust agreements, and certificates of trust.

• Conduct account maintenance tasks, including updating addresses and names, setting up accounts, modifying joint owner and beneficiary details, closing accounts, processing deceased accounts, and providing notary services.

• Detect and report any suspicious behavior or suspected fraudulent activities.

• Fulfill necessary training and compliance requirements.

• Engage in and support ongoing improvement initiatives.

• Represent the Credit Union in a positive and professional manner.

• Safeguard the confidentiality of member and sensitive information.

• Treat both co-workers and members with respect.

• Carry out other related duties as assigned.


⛳️ Requirements

• Minimum of 1 year of retail experience with a successful record of meeting or exceeding service and sales objectives.

• Basic understanding of financial products and services.

• Strong verbal communication skills and professional etiquette.

• Proficient in computer use and Microsoft applications (Word, Outlook, and Excel), including remote signing and operating a webcam.

• Exceptional follow-up skills.

• Strong interpersonal abilities to effectively listen, understand, and anticipate member needs.

• Excellent written communication skills (Email) with a focus on grammar and spelling.

• Strong member service and organizational abilities.

• Collaborate effectively with other departments – Team player.

• Genuine interest in assisting members through meaningful conversations, demonstrating empathy and care.

• Willingness to make a positive impact.

• Personable and professional demeanor.

• High School Diploma or equivalent required.


🏝️ Benefits

• Sign-on bonus available for eligible external applicants.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) Matching.

• Paid Time Off.

• Training provided.

• Tuition Reimbursement.

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