Call Center Member Service Specialist
About The Position
Join our dynamic team at a leading credit union as a Customer Service Representative in our call center. This role offers an excellent opportunity to provide exceptional service to our members, helping them navigate their financial needs with professionalism and care. If you are a motivated communicator with a passion for assisting others, we invite you to become part of our community-focused organization. Our credit union values a collaborative and inclusive culture, offering opportunities for growth and development. Join us to make a positive impact on our members’ financial well-being while advancing your career in a supportive environment.
Requirements
- High school diploma or equivalent
- Proven experience in customer service, preferably in a call center or financial services environment
- Excellent communication and active listening skills
- Strong problem-solving abilities and attention to detail
- Ability to handle multiple tasks efficiently and remain calm under pressure
- Proficiency with computers and familiarity with CRM software
Nice To Haves
- Bi-lingual (Able to speak and understand both English and Spanish)
- Additional education in finance or customer service
- Knowledge of banking or credit union products and services
Responsibilities
- Handle inbound and outbound calls from credit union members, addressing inquiries and resolving issues related to accounts, loans, and other financial products
- Provide accurate information about credit union services, policies, and procedures
- Assist members with account management, including deposits, withdrawals, and updates to personal information
- Promote and explain credit union products and services to meet members’ financial goals
- Document member interactions thoroughly and accurately in the customer Keystone Correlation system
- Collaborate with team members and other departments to ensure a seamless member experience
- Follow up with members as needed to ensure resolution and satisfaction
Benefits
- opportunities for growth and development
- supportive environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1-10 employees
