Member Contact Center Representative, Full Time

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

📋 Description

• Deliver exceptional service to members through phone, email, web channels, mail, and fax.

• Handle deposits, withdrawals, loan payments, and various fundamental member service transactions.

• Examine account details and credit/card transactions.

• Offer basic support for online banking services.

• Assist with the Credit Union’s deposit and lending products while achieving defined cross-sell objectives.

• Follow assigned schedules and uphold member service standards.

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

• Suggest suitable products and services.

• 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, modifying ownership and beneficiary details, closing accounts, handling deceased accounts, and providing notary services.

• Detect and report any suspicious activity or potential fraud.

• Fulfill required training and compliance modules.

• Safeguard the confidentiality of member and sensitive information.

• Participate in continuous improvement efforts and represent the Credit Union in a professional manner.

• Perform additional related tasks as needed.

⛳️ Requirements

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

• Basic knowledge of financial products and services.

• Professional verbal communication skills and etiquette.

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

• Experience with remote signing and ability to operate a webcam.

• Strong follow-up skills.

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

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

• Strong member service and organizational capabilities.

• Ability to collaborate effectively with other departments and work as part of a team.

• Genuine desire to assist members through meaningful conversations and an empathetic demeanor.

• High School Diploma or equivalent is required.

🏝️ Benefits

• Sign-on bonus available for qualified external candidates.

• Medical coverage.

• Dental insurance.

• Vision benefits.

• Life insurance.

• Flexible Spending Account.

• 401(k) matching program.

• Paid time off.

• Training opportunities provided.

• Tuition reimbursement available.