Job Description

Job Summary:

Provides high quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates and understanding of individual responsibilities support team and organizational goals.

Job Responsibilities:

· Deliver exceptional customer service to members via phone, email, chat, and video banking.

· Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services.

· Provide account information and process routine transactions using banking technology and established operating procedures.

· Work under moderate supervision while independently managing own workload and daily customer service operations.

· Schedule and conduct follow up communications with members through email or chat.

· Meet individual sales goals and contribute to overall branch targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement.

· Proactively promote credit union memberships, deposit products, and consumer loans through outbound calls, marketing initiatives, and member referrals.

· Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs.

· Perform other duties and responsibilities as assigned.

Experience:

· High School Diploma or equivalent required.

· Two years’ experience working in a customer service position required.

· One year’s experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, banking/video banking) is preferred.

Job Tags

Similar Jobs