Assistant Member Support Manager

Central One Federal Credit Union•Auburn, MA
•$33 - $42•Hybrid

About The Position

This role is for an Assistant Member Support Manager at Central One, a credit union that emphasizes its values of Delivering Exceptional Service, Working as a Team, Having Fun, and the Credit Union philosophy of People Helping People. The ideal candidate will be a C.E.N.T.R.A.L. One Ambassador, embodying values such as Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic, and Loyal. The position focuses on promoting a positive, member-focused culture and upholding high levels of Member Satisfaction through the development of the Member Support Center (MSC) staff, including training and coaching.

Requirements

  • A two-year college degree or equivalent experience required.
  • 2 to 4 years of experience in inbound or outbound customer service/sales in a supervisory role.
  • Analytical ability.
  • Ability to make decisions and do detailed work.
  • Ability to work efficiently and accurately in a fast-paced environment.
  • Proficiency in Windows, MS Office, and Outlook and general office equipment.
  • Excellent communication skills.
  • Ability to sell, cross-sell and interact professionally face-to-face, on the telephone and through other electronic means.
  • Leadership skills.
  • Capacity to work independently and motivate others.
  • Patience.
  • Positive attitude.
  • Dependability.
  • Flexibility.
  • Initiative.
  • Resourcefulness.
  • Confidentiality.
  • Professionalism.

Responsibilities

  • Serve as a community role model and participate in volunteer activities to support the People Helping People value and enhance the Credit Union's visibility.
  • Respond to MSC staff inquiries and requests, providing information and counseling on savings, consumer loan, IRA, equity, and mortgage products, services, policies, and procedures.
  • Maintain logs of internal inquiries for MSC Staff development and highlight noticeable trends.
  • Work with the Member Support Center Manager to continuously develop the department, its processes, and the Member Support development program.
  • Function as supervisor in the absence of the Member Support Center Manager, performing overrides, reversals, exceptions, and handling escalated calls.
  • Recommend the hiring, firing, advancement, or promotion of employees.
  • Complete annual reviews cooperatively with the Member Support Center Manager.
  • Perform initial analysis on requested exceptions, reversals, and overrides, forwarding recommendations to the Member Support Center Manager for approval.
  • Conduct classroom and "on the job" training sessions with new Member Support employees.
  • Conduct regular team meetings with Member Support employees.
  • Perform Quality Assurance of Member Support employee calls/emails/chats and conduct regular coaching sessions to promote Credit Union policy/procedure.
  • Generate business through promoting and cross-selling COFCU programs and encourage new Credit Union membership; make referrals to affiliated professionals.
  • Assist members in opening new savings, consumer loan, and IRA products/services when necessary. Make referrals for Home Equity loans, residential mortgage loans, and non-conforming consumer loans to a MSC Relationship Specialist or Lending Specialist.
  • Conduct consumer loan interviews and input loan applications into the new account origination system.
  • Receive and process mail deposits and loan payments.
  • Respond to negative member satisfaction surveys, obtaining details to resolve issues and prevent future dissatisfaction.
  • Type letters and other correspondence to serve membership.
  • Adhere to all applicable policies, procedures, and regulations, and perform BSA compliance duties as required.
  • Oversee, provide, or assist with the annual BSA and compliance training for department staff.
  • Stay current on job-related equipment, procedures, and information by reading handouts/memos, attending meetings and seminars, and other necessary means.
  • Adhere to all applicable Credit Union policies, procedures, and regulations.
  • Maintain community involvement and participate in special projects as needed.
  • Perform other duties as requested or assigned.
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