Member Solutions Representative

This is a fully remote position, open to applicants in New York.

📋 Description

• Deliver exceptional service to members via various inbound and outbound channels, including phone calls, video calls, email, and any additional channels as developed.

• Operate effectively to assist members in a calm, courteous, and professional manner.

• Ensure member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with precision and timeliness.

• Address member issues and concerns within the authority of the position and in alignment with the Credit Union's policies.

• Guide members to the appropriate resources and/or Supervisor when a solution exceeds the authority or responsibility of the Member Solution Rep I.

• Complete all training successfully and stay updated on changes to company policies.

• Participate in Saturday rotation and work additional hours for special projects as needed.

• Achieve or surpass sales or referral targets both individually and collaboratively as part of the team.

• Execute other job duties as assigned by the manager.

⛳️ Requirements

• Zero to six months of relevant experience or similar background.

• High school diploma or equivalent qualification.

• Ability to provide prompt, accurate, and professional service to all members and potential members across multiple platforms.

• Availability to assist with member inquiries through various communication methods.

• Competence in processing member transactions accurately in accordance with Beginnings policies and procedures.

• Maintain a positive attitude and foster a spirit of teamwork.

• Successfully sell and refer credit union products and services.

🏝️ Benefits

• Opportunity for professional growth and development.

• Competitive compensation and benefits package.

• Supportive work environment that values teamwork and collaboration.