Answer various member inquiries and questions regarding the products and services offered. Communicate with members primarily via telephone however some communications by fax, mail, or other electronic channels are required. Essential Functions Answering inbound calls and assisting members who have particular inquiries and questions. Effectively deal with upset members and resolve member requests and questions promptly, courteously, and professionally. Explain credit union policies and procedures to members as required. Complete help desk tickets or paperwork with the appropriate department as necessary to expedite members' requests. Promote and deliver a full range of products and services. Explain the features and benefits of credit union products and services. Process basic member requests received such as but not limited to: account transfers, wire transfers, loan payments, loan applications, check orders, debit card orders, statement requests and stop payments. Perform account file maintenance received by members via phone, fax or by other electronic channels. Keep up to date with changes related to credit union policies, procedures, products, and services by reading intranet, e-mails, and other documentation provided. Other duties as assigned. Non-essential Functions Other duties as assigned. May perform a variety of miscellaneous tasks including typing, filing, computer input, scanning of documents & answering the telephone.
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Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
101-250 employees