Member Contact Center Representative 1 – Full Time

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

📋 Description

• Deliver exceptional service to Credit Union members through various channels including phone, e-mail, web, mail, and fax.

• Handle deposits and withdrawals, assess account details and credit/card transactions, and manage loan payments.

• Offer fundamental support for online banking services.

• Assist with depository and lending products while striving to meet Credit Union cross-sell objectives.

• Ensure prompt and effective service for all members.

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

• Conduct discussions with members both in-person and over the phone.

• Suggest products and services, including ancillary offerings.

• Set up new member accounts, which include savings, checking, money market, trust, certificates, and IRA accounts.

• Fill out account forms and agreements accurately.

• Execute account maintenance tasks such as updating addresses and names, modifying ownership and beneficiary details, closing accounts, handling deceased account processing, and providing notary services.

• Detect and report any suspicious behavior or potential fraud activities.

• Complete necessary training and compliance courses.

• Safeguard the confidentiality of member and sensitive information.

• Participate in continuous improvement initiatives.

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

• Treat colleagues and members with respect.

• Carry out other related tasks as assigned.

⛳️ Requirements

• At least 1 year of retail experience with a demonstrated history of achieving or surpassing service and sales targets.

• Basic knowledge of financial products and services.

• Professional verbal communication skills and proper etiquette.

• Competent in computer skills, particularly Microsoft applications (Word, Outlook, and Excel).

• Capability to perform remote signing and operate a webcam.

• Strong follow-up skills.

• Excellent interpersonal abilities with a talent for listening, understanding, and anticipating member needs.

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

• Proficient member service and organizational skills.

• Ability to collaborate effectively with other departments as a team player.

• Genuine passion for assisting members through meaningful conversations, showcasing an empathetic and caring disposition.

• Willingness to make a positive impact.

• Personable and professional demeanor.

• High School Diploma or equivalent qualification.

🏝️ Benefits

• Sign-on bonus available for eligible external candidates.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) Matching.

• Paid Time Off.

• Training opportunities provided.

• Tuition Reimbursement.