Account Services Rep I
About The Position
The Account Services Rep I answers inbound calls efficiently and professionally, primarily helping callers with credit union products and services, account transactions, and account-related questions or problems. The role assists coworkers with departmental duties and backs up the switchboard operator as needed. The position requires frequent contact with people inside and outside the organization to resolve first-level conflicts, build relationships, and encourage cooperation. Discussions require confidentiality, discretion, diplomacy, and tact. The job description notes that it is not a complete statement of all duties and responsibilities.
Requirements
- One month to twelve months of similar or related experience.
- High school education or GED.
- Good listening and telephone skills.
- Ability to operate a 10-key calculator, typewriter, and computer keyboard.
- Ability to make decisions with minimum information.
- Ability to communicate with diplomacy and tact while exercising confidentiality and discretion.
Responsibilities
- Assist members and potential members with telephone requests; answer questions about products and services and resolve problems within the employee’s authority, referring other problems to a supervisor with recommendations.
- Identify cross-sell opportunities and cross-sell services to members.
- Maintain appropriate records and prepare required reports.
- Assist other departments as needed.
- Maintain member account information in the computer system.
- Assist coworkers with departmental duties and back up the switchboard operator as needed.
- Perform other job-related duties as required or assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
