Member Contact Center Representative

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

📋 Description

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

• Handle deposits and withdrawals, assess account information and credit/card transactions, process loan payments, and offer fundamental online banking assistance.

• Assist in promoting the Credit Union's deposit and lending products while striving to meet established cross-sell targets.

• Ensure efficient and prompt member service transactions while maintaining quality and accuracy.

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

• Suggest additional products and services, including supplementary offerings.

• 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 updating addresses and names, changing ownership and beneficiaries, closing accounts, handling deceased accounts, and providing notary services.

• Recognize and report any suspicious behavior or potential fraud activity.

• Fulfill required training and compliance modules.

• Engage in and support continuous improvement initiatives.

• Uphold confidentiality regarding member and sensitive information.

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

• Perform additional related duties as necessary.

⛳️ Requirements

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

• Basic knowledge of financial products and services.

• Professional verbal communication skills and etiquette.

• Proficient computer skills, including knowledge of Microsoft applications (Word, Outlook, and Excel), remote signing capabilities, and the ability to operate a webcam.

• Strong follow-up skills.

• Excellent interpersonal skills with the ability to listen, understand, and anticipate member needs effectively.

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

• Strong member service and organizational capabilities.

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

• Genuine interest in assisting members through meaningful conversations, with an empathetic and caring disposition.

• Willingness to make a positive difference.

• Personable and professional demeanor.

• High School Diploma or equivalent.

🏝️ 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 provided.

• Tuition reimbursement.