About the Role
The selected candidate will serve as the primary point of contact for members, delivering prompt and accurate assistance while maintaining compliance with policies and promoting a positive service culture.
Responsibilities
- Respond to member inquiries via telephone and electronic channels with accuracy and professionalism
- Process account transactions including transfers, payments, and loan requests
- Verify member identities and safeguard confidential financial information
- Resolve service issues efficiently while following established procedures
- Escalate complex cases to appropriate departments when necessary
- Maintain up-to-date knowledge of financial products and services
- Document interactions and update account records in real time
- Adhere to compliance standards and regulatory requirements
- Follow security protocols for account access and data protection
- Promote credit union services in a consultative, non-pushy manner
- Meet performance metrics related to call handling and resolution times
- Participate in ongoing training and skill development sessions
- Collaborate with team members to ensure consistent service delivery
- Report technical issues related to systems or software promptly
- Support new member onboarding and account setup processes
- Assist with balance inquiries, statement requests, and account maintenance
- Handle requests for lost or stolen cards and initiate replacements
- Provide guidance on digital banking tools and mobile app features
- Answer questions about interest rates, fees, and account terms
- Work in alignment with organizational mission and service values
Compensation
Competitive hourly wage with benefits package including health, dental, and retirement options
Work Arrangement
On-site position during regular business hours with potential for occasional weekend or evening shifts
Team
Part of a dedicated contact center team focused on delivering accurate financial support and exceptional member experiences
Our Culture
- We value integrity, respect, and teamwork in every interaction
- Employees are encouraged to grow professionally and contribute ideas
- Service excellence is central to how we measure success
Benefits Summary
- Medical, dental, and vision insurance options
- 401(k) plan with employer match
- Paid time off and company-paid holidays
- Employee assistance and wellness programs
- Opportunities for internal advancement
No visa sponsorship available for this position
