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 through various channels including phone, email, web, mail, and facsimile.

• Process deposits and withdrawals, review account details and credit/card transactions, and handle loan payments.

• Offer fundamental online banking assistance.

• Promote the Credit Union’s deposit and lending products while achieving set cross-sell targets.

• Ensure prompt and effective member service via phone, mail, and facsimile.

• Collaborate with members to identify their needs, propose solutions, and follow up on outstanding 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 and name, updates to ownership and beneficiaries, account closures, management of deceased accounts, and notary services.

• Detect and report suspicious activities or potential fraud.

• Fulfill required training and compliance courses.

• Safeguard the confidentiality of member and sensitive information.

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

• Carry out other relevant duties as assigned.

⛳️ Requirements

• At least 1 year of retail experience with a proven history of meeting or exceeding service and sales objectives.

• Basic knowledge of financial products and services.

• Professional verbal communication skills and etiquette.

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

• Capability for remote signing and the ability to operate a webcam.

• Excellent follow-up skills.

• Strong interpersonal abilities, capable of effectively listening to, understanding, and anticipating member needs.

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

• Strong member service and organizational capabilities.

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

• A genuine interest in assisting members through meaningful conversations, exhibiting an empathetic and caring disposition.

• High School Diploma or equivalent.

🏝️ Benefits

• Sign-on bonus available for qualifying external candidates.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Life Insurance.

• Flexible Spending Account.

• 401(k) matching.

• Paid Time Off.

• Training provided.

• Tuition reimbursement.