Member Contact Center Representative

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

📋 Description

• Deliver outstanding service to Credit Union members via phone, email, online channels, mail, and fax.

• Handle deposits and withdrawals efficiently.

• Examine account details and credit/card transactions.

• Process loan payments accurately.

• Offer fundamental support for online banking.

• Assist with depository and lending products while achieving cross-sell objectives.

• Provide prompt and effective service to members.

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

• Conduct meaningful conversations with members either in person or over the phone.

• Suggest suitable products and services.

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

• Complete necessary account forms and agreements.

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

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

• Fulfill required training and compliance modules.

• Uphold the confidentiality of member and sensitive information.

• Contribute to continuous improvement initiatives.

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

• Carry out other related responsibilities as assigned.

⛳️ Requirements

• Minimum of 1 year retail experience demonstrating a successful track record in meeting or exceeding service and sales targets.

• Basic knowledge of financial products and services.

• Professional verbal communication skills and etiquette.

• Proficient in computer usage and Microsoft applications (Word, Outlook, and Excel).

• Ability to perform remote signing and operate a webcam.

• Excellent follow-up skills.

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

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

• Member service-oriented with strong organizational skills.

• Ability to collaborate effectively with other departments – Team player.

• Genuine desire to assist members through meaningful conversations and possess an empathetic and caring disposition.

• High School Diploma or equivalent is required.

🏝️ Benefits

• Sign-on bonus available for eligible external applicants.

• Medical coverage.

• Dental insurance.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) Matching.

• Paid Time Off.

• Training provided.

• Tuition reimbursement.