Contact Center Member Service Associate

EastRise Federal Credit UnionSouth Burlington, VT
Onsite

About The Position

The Contact Center Member Service Associate delivers efficient, accurate, and courteous service to members across the Contact Center’s service delivery channels (phone, chat, text) ensuring adherence to established policies and procedures. Engages in empathetic, member-focused interactions to understand individual needs and financial goals. Conducts discovery conversations to identify opportunities for support and refers members to appropriate specialists when advanced assistance is required. Strives to create a positive and seamless service experience with every interaction.

Requirements

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.
  • A high school degree or equivalent.
  • Courtesy and tact are essential elements of the job.
  • Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
  • Communications generally require shorter and not in-depth discussions.
  • Must be at least 18 years of age.
  • Favorable Background, Credit, Criminal, Bondability, and Reference Checks required.
  • Embody EastRise’ s Purpose, Guiding Principles and Cultural Guideposts.
  • Member Service skills.
  • Communication skills.
  • Reliability/ Dependability & Trustworthiness.
  • Effective problem-solving skills.
  • Solid attention to detail and accuracy skills.
  • Proficiency in operating computers, keyboard, standard office equipment.
  • Managing multiple priorities on time and with accuracy.
  • Superior customer service skills.
  • Ability to use sound judgement in decision making.
  • Demonstrate empathy in speaking with others about sensitive or difficult situations.
  • Works well with a variety of personalities in a fast-paced environment.

Nice To Haves

  • Previous customer service experience in a fast-paced call center environment.

Responsibilities

  • Serve as a point of contact for members, delivering a warm, professional, and empathetic experience.
  • Accurately and efficiently process a wide range of financial transactions in accordance with internal policies and regulatory standards.
  • Support members with account maintenance, card services, basic digital and mobile banking, and other routine service needs, ensuring a seamless and personalized interaction.
  • Conduct discovery conversations to understand members’ financial goals and needs.
  • Leverage deep product knowledge to recommend appropriate solutions and refer members to specialized teams when advanced expertise is required.
  • Build lasting relationships by demonstrating empathy, active listening, and a commitment to member success.
  • Maintain a strong understanding of EastRise’s full suite of products and services, with a particular emphasis on digital tools and troubleshooting.
  • Guide members in adopting and navigating digital solutions, enhancing their self-service capabilities and overall experience.
  • Partner with peers and leadership to ensure operational excellence and resolve complex service issues.
  • Contribute to continuous improvement initiatives by identifying process enhancements and supporting implementation efforts.
  • Demonstrate technical proficiency and adaptability in a fast-paced, technology-driven environment.
  • Stay current with system updates and emerging tools to ensure efficient service delivery and support innovation within the contact center.
  • Comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
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