Credit Union Client Team Representative - Remote
About The Position
The primary responsibilities of the Client Team Representative position is to resolve client/debtor requests received via phone system and if needed, transfer the call to the appropriate team for specific requests requiring additional assistance. In addition, respond to client requests for information regarding account updates or additional information provided. Facilitate the fulfillment of requests received via system from client utilizing email process and internal system. Review client accounts for potential incremental skip work as needed and engage client where applicable for skip work requests. Client Team Representative will be a key contributor in providing exceptional customer service to that fully supports our client relationships. Position can be remote if you live outside of Indiana. In office for candidates living in the Indianapolis, IN area.
Requirements
- Must possess a professional phone demeanor
- Excellent written and verbal communication skills
- Ability to work in an ever-changing environment focused on providing exceptional service
- Knowledge/use of internet and search engines and be capable of conducting internet research to support client, debtor assignment research, company operations, training and potential new projects
- Associates Degree or equivalent from a two-year college or technical school
- At least one year of call center, customer service or industry-related experience required
- Working knowledge of Microsoft Office, Outlook, PowerPoint, Word and Excel
Nice To Haves
- Bachelors Degree a plus
- Multiple phone line experience preferred
Responsibilities
- Support and fulfill client and debtor requests via company phone system (Jive)
- Answer client and debtor calls accordingly, provide accurate data entry and updates, research and review incoming requests for action needed by operations team
- Support and fulfill client requests received via assignment system utilizing company system of record and email process.
- Provide initial review of new addresses provided by client to determine if action is needed
- Communicate with our clients in clear and precise manner to focused on request fulfillment
- Communicate results and areas of opportunity to leadership
- Provide daily, weekly, and monthly reporting to management
Benefits
- Competitive compensation package
- Full suite of medical benefits, including dental, vision, 401k, pet insurance and more!
- PTO and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
