Member Contact Center Representative 1 – Full Time

This is a fully remote position, open to applicants in Alaska, +5 more states.

📋 Description

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

• Handle deposits and withdrawals efficiently.

• Examine account details and credit/card transactions.

• Manage loan payments.

• Offer basic support for online banking.

• Assist with the Credit Union’s depository and lending products.

• Strive to meet cross-sell objectives set by the Credit Union.

• Provide prompt and effective service to members via phone, mail, and facsimile.

• Consult with members to identify their needs, propose solutions, and follow up on pending transactions.

• Suggest products and services, including additional offerings.

• Open new member accounts, such as savings, checking, money market, trust, certificates, and IRA accounts.

• Complete necessary account forms and agreements.

• Conduct account maintenance tasks, including changes to address/name, updates to ownership and beneficiaries, account closures, handling deceased accounts, and providing notary services.

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

• Fulfill required training and compliance modules.

• Engage in and support continuous improvement initiatives.

• Maintain the confidentiality of member and sensitive information.

• Follow assigned schedules while working in a phone queue.

• Execute other related duties as assigned.

⛳️ Requirements

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

• Basic knowledge of financial products and services.

• Strong verbal communication skills and professionalism.

• Proficient computer skills and familiarity with Microsoft applications (Word, Outlook, and Excel).

• Capability for remote signing and operating a webcam.

• Excellent follow-up skills.

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

• Proficient written communication skills (Email) with attention to grammar and spelling.

• Member service orientation and excellent organizational skills.

• Ability to collaborate with other departments – Team player.

• Genuine desire to assist members through meaningful conversations, exhibiting empathy and a caring nature.

• Willingness to make a positive impact.

• Personable and professional demeanor.

• High School Diploma or equivalent.

🏝️ Benefits

• Sign-on bonus available for eligible external applicants.

• Medical coverage.

• Dental insurance.

• Vision coverage.

• Life insurance.

• Flexible Spending Account.

• 401(k) matching contributions.

• Paid Time Off.

• Training provided.

• Tuition reimbursement.