Account Services Representative - Call Center

Billings Federal Credit Union•Billings, MT

7d•Onsite

About The Position

At Billings Federal Credit Union our Account Service Representatives consistently provide an atmosphere of high-quality member service. We accurately perform call-related transactions for members while maintaining accurate transactional records in accordance with credit union policies and procedures. This is a full-time, 40 hours/week, position. Some overtime may be required. On-site position only.

Requirements

High school diploma or the equivalent required
Experience in a position involving extensive public contact required
Experience in answering multi-lined telephone system required
Training and/or experience in basic computer skills (Preferable but not necessary: MS Word, Excel, and Outlook) required
Knowledge of computer operations
Excellent telephone manners, skills, and techniques
Excellent oral and written communication skills
Excellent organizational skills
Capable of changing functions quickly and frequently
Excellent skills in time management and prioritizing workload for maximum efficiency
Requires absolute accuracy within time limitations
Requires working with frequent interruptions
Ability to lift and/or carry up to 35 pounds
Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
Sitting –80%; standing and walking - 20%
Hearing, visual and verbal ability required

Nice To Haves

MS Word, Excel, and Outlook

Responsibilities

Answer phone lines: Assist with member transactions, questions, problem resolution or transfer calls to appropriate staff
Schedule appointments for Sales Team
Front Desk duties including greet visitors, manage lobby traffic, direct visitors to appropriate departments and notify employee(s) when member/visitor is waiting for assistance
Provide information regarding credit union services and cross-sell services when appropriate
Open and distribute incoming mail with dual control
Attempt to locate current addresses. Change addresses per members’ requests
Maintain member records including contact information, mail codes, diary memos, and scrolling messages
Review public records for deceased member notifications. Process according to procedure
Complete Verification of Deposit requests submitted by various agencies
Process and route faxes to appropriate personnel
Assist members with online banking registration, password resets, bill pay research and other general usage questions
Assist users with Shared Branching registration and ATM transactions
Perform routine member transactions
Provide assistance to other departments as workload allows
Participate in continuing education as approved by supervisor
Report to work on time and as scheduled
Attend meetings as required
Adhere to company dress code