Call Center Agent

Safe Harbor Credit Union•Pere Marquette Charter Township, MI

1d•Onsite

About The Position

Provide exceptional support to members and prospective members by responding to telephone inquiries, clearly explaining credit union products and services, resolving issues efficiently, and directing calls to the appropriate departments. Additionally, handle member financial transactions and account inquiries via phone, ensuring accuracy and a high standard of service.

Requirements

Provide friendly, professional, and confidential service to all members and associates, ensuring prompt and accurate assistance.
Answer telephone calls within 2 rings, return messages within 10 minutes, and minimize call transfers.
Process member transactions with zero unresolved errors, accurately posting transactions and maintaining compliance with Credit Union policies and procedures.
Troubleshoot and resolve members and internal inquiries efficiently, ensuring timely, friendly, and accurate resolutions.
Proactively identify and recommend appropriate products and services to benefit members.
Maintain a dependable record of attendance and punctuality.
Uphold a professional work environment and businesslike appearance.
Develop and maintain a strong understanding of Credit Union policies, procedures, and regulatory compliance

Nice To Haves

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 telephone inquiries, providing information on products and services, resolving issues within authority, and referring complex matters to a supervisor with recommendations.
Verifies and posts transactions via phone to member accounts while maintaining accurate member and Credit Union records.
Greets members, provides general service information, and directs them to the appropriate department as needed. Identifies cross-selling opportunities and promotes Credit Union products and services.
Maintains member account information in the computer system and ensures proper records and reports are maintained.
Assists other departments as needed and performs general administrative tasks such as filing, copying, data input, and answering phones. Performs other job-related duties as required or assigned.