Tomah Contact Center Rep

R I A FEDERAL CREDIT UNION • Tomah, WI

23h • Onsite

About The Position

At R.I.A. Federal Credit Union, the Contact Center Representative’s primary focus is improving members’ financial well-being. The role builds relationships with members, handles their finances and information ethically and professionally, and looks for ways to help members address financial needs. Representatives maintain knowledge of products and services and educate members and prospective members through interactions by phone, chat, and text.

The representative performs banking transactions and routine member-service functions, refers members to other teams when additional products or services may help them, and complies with applicable laws, policies, procedures, and security requirements. The role is full-time, with hours reflecting branch attendance and potentially varying with job-related needs. Normal credit union hours are Monday through Thursday, 8:00 a.m. to 5:00 p.m.; Friday, 8:00 a.m. to 6:00 p.m.; and Saturday, 8:00 a.m. to 12:00 p.m. Less than 10% travel is expected, including some local travel in the Quad City area.

Requirements

• High school graduate or GED.
• Ability to type and use a calculator.
• Strong written and verbal communication skills in English, including the ability to follow and give oral and written instructions.
• Ability to listen carefully, comprehend quickly, and relay accurate information or instructions.
• Attention to detail, accuracy, and solid organizational skills.
• Strong analytical skills and financial acumen.
• Confidentiality, trustworthiness, ethical practices, and integrity.
• Ability to work cooperatively and collaboratively with members and employees at all levels.
• Exceptional customer service and relationship-building skills.
• Ability to take initiative, solve problems, and multitask.
• Adaptability, dependability, dedication, and willingness to learn and evolve.
• Ability to sit at a desk for considerable periods, work using a computer, answer phone calls regularly, and interact with employees at all levels.
• Ability to occasionally lift and move up to 25 pounds.

Nice To Haves

• Two years of secondary education in a related field or equivalent work experience.
• Experience in customer service, banking, and electronics.

Responsibilities

• Maintain knowledge of credit union products and services, educate members and prospective members, and attend continuing education as required.
• Interact with members and prospective members regarding deposit and loan accounts by phone, chat, or text, and communicate professionally with supervisors and colleagues.
• Attend meetings as required.
• Perform banking transactions, including loan payments, transfers, account changes, deposit verifications, and credit inquiries.
• Assist with routine member-service functions such as blue book prices, stop payments, statements, copies, statement problems, discrepancies, and member complaints.
• Identify opportunities to improve members’ financial well-being and refer members to relevant teams for additional products or services.
• Follow applicable philosophies, laws, policies, and procedures; maintain security over valuables and premises; and follow safety and security rules.
• Keep information and transactions concerning members, coworkers, and credit union business confidential.
• Protect credit union equipment, property, and supplies, and keep the work area secure, organized, and neat.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED