Contact Center Consultant

MERITRUST CREDIT UNIONBroomfield, CO
$20 - $20

About The Position

Responsible for handling and resolving a variety of basic member service calls including but not limited to, account statements, account balance, payments, transfers, and password resets, in a prompt and courteous manner. Completes and maintains related reports, records, and files. Cross sells Credit Union services and supports all functions within the Contact Center.

Requirements

  • High School Diploma or GED REQUIRED
  • General knowledge of Credit Union policies and procedures
  • Basic understanding of loans, payment processes, and interest rates
  • Six months of experience in customer service or Contact Center environment
  • Excellent verbal and written communication and member/customer service skills
  • Ability to work well under pressure with a positive and professional demeanor
  • Ability to use a personal computer and related software applications including Microsoft Word and Excel
  • Solid math skills and bookkeeping abilities
  • Problem analysis and problem solving
  • Able to read,write and comprehend instructions, memos and correspondences

Responsibilities

  • Receive and handle member telephone questions and complaints in a professional manner
  • Provide general information to members on Credit Union policies, procedures, and programs
  • Provide basic information to members on accounts, payments, interest rates, loan options, and savings programs
  • Perform basic maintenance functions for loan payments
  • Provide accurate and complete information about Credit Union products and services to members
  • Maintain and convey the Credit Union's professional reputation
  • Support the organization through strict adherence to attendance and punctuality policies/guidelines
  • Maintain good business relationships with members. Member problems and complaints are promptly and professionally addressed and resolved.
  • Ensure Member Contact Center Representative functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures
  • Keeps supervisor informed of area activities and significant problems
  • Maintain good working relationships and coordination with department personnel and management
  • Provide appropriate assistance to department staff as needed
  • Assists other Credit Union departments as necessary
  • Performs related clerical duties as needed
  • Process ACH loan payments
  • Maintain office supply inventory and order when needed
  • Distribute incoming mail for the department
  • Actively and professionally cross sells Credit Union services
  • Maintain goals of the Contact Center to include phone quality, calls per hour, availability, talk time, and handle ratio
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service