Account Services Rep I

Eglin Federal Credit Union • Fort Walton Beach, FL

9h • $18

About The Position

Answers inbound calls in an efficient and professional manner, primarily assisting callers with credit union products and services, account transactions and account related questions and/or problems. Assists co-workers in performing all departmental duties and backs up switchboard operator as needed.

Requirements

• One month to twelve months of similar or related experience.
• A high school education or GED.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Good listening and telephone skills; able to operate a 10-key calculator, typewriter, and computer keyboard; able to make decisions with minimum information.

Responsibilities

• Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Identifies cross-sell opportunities and cross-sells services to members.
• Ensures the appropriate records are maintained and required reports are prepared.
• Assists other departments as needed.
• Maintains member account information on computer system.
• Performs other job related duties required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees