Member Contact Center Representative 1

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

📋 Description

• Deliver outstanding service to Credit Union members through phone, e-mail, web channels, mail, and facsimile.

• Handle deposits and withdrawals, review account details and credit/card transactions, process loan payments, and offer basic online banking assistance.

• Promote the Credit Union’s depository and lending products while striving to meet cross-selling objectives.

• Adhere to designated schedules and provide prompt service in a phone queue.

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

• Suggest suitable products and services.

• Open new Member Accounts, including Savings, Checking, Money Market, Trust, Certificates, and IRA accounts.

• Complete necessary account forms and agreements.

• Conduct account maintenance tasks such as address/name changes, ownership and beneficiary updates, account closures, deceased accounts, and notary services.

• Detect and report suspicious activities or potential fraud.

• Fulfill mandatory training and compliance requirements.

• Ensure the confidentiality of member and sensitive information.

• Participate in continuous improvement initiatives and represent the Credit Union in a professional manner.

• Execute other related responsibilities as assigned.

⛳️ Requirements

• Minimum of 1 year retail experience with a demonstrated ability to meet or exceed service and sales targets.

• Basic knowledge of financial products and services.

• Professional verbal communication skills and proper etiquette.

• Proficient computer skills with a solid understanding of Microsoft applications (Word, Outlook, and Excel).

• Experience with remote signing and capability to operate a webcam.

• Exceptional follow-up skills.

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

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

• Member service and organizational capabilities.

• Ability to collaborate well with other departments – a true team player.

• A genuine passion for assisting members through meaningful conversations and a caring, empathetic demeanor.

• A commitment to making a positive impact.

• Approachable and professional demeanor.

• High School Diploma or equivalent required.

• Must reside in Alaska, Arizona, Nevada, Texas, or Wyoming.

🏝️ Benefits

• Sign-on bonus for eligible external candidates.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) Matching.

• Paid Time Off.

• Training provided.

• Tuition Reimbursement.

• Remote work arrangement.