Contact Center Membership Representative

Service Credit Union

88d • $21

About The Position

Service Credit Union is seeking a Contact Center Membership Representative who will serve as the primary point of contact for establishing membership via phone or online. The membership team is responsible for all stages of establishing the account/membership process. This includes review of the application, documents, reports (ID Verification, Debit Bureau Summary and Credit Bureau), rendering a decision, funding, sending out necessary documents to sign and their welcome email. They will also be responsible for membership promotions that includes a payment incentive (pays2know, refer a friend, etc.). Additionally they will review and open sub accounts for existing members initiated via the web.

Requirements

• Strong knowledge of current Membership Onboarding system.
• Ability to analyze government issued IDs.
• Ability to decision all applications.
• Able to identify problems, recommend enhancements, and implement solutions in a fast-paced environment.
• Excellent interpersonal, presentation and organizational skills.
• Ability to communicate clearly and effectively verbally and in writing.
• Proficient with Excel, Microsoft Outlook, Word, Power point, and various web-based applications required.
• Ability to work independently and in a team environment.
• High school diploma or equivalent required.

Responsibilities

• Provide and communicate file status as well as clear and concise instructions as to necessary documentation required for membership funding.
• Make sound decisions on all applications.
• Perform routine follow up with membership applicants to complete the account opening process.
• Familiar with standard, practices, and procedures in processing and underwriting membership applications, reviewing and analyzing data and applicant documentation.
• Prioritize workload to manage timely membership/account funding’s and track new members to welcome.
• Contribute to the success of the department with willingness to share in all department responsibilities.
• When applicable make cross sell recommendations to new and existing members.

Benefits

• Great health and dental benefits starting day one!
• PTO, long-term disability, and paid holidays.
• 401k with 8% company contribution after one year of employment.
• Paid leave policy after 12 consecutive months of employment.
• Free confidential mental health support program with Talkspace©.
• Free identify theft protection through IdentityForce©.
• Tuition reimbursement.
• Training and career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees