Contact Center Specialist

Alliance Credit UnionSan Antonio, TX
6h

About The Position

Serve the members and staff of Alliance Credit Union with professional and courteous service.  Serve as the liaison between the member and the credit union. Provide information on a full range of credit union products and services.  Assist members and potential members with their telephone requests, explain services, respond to problems, ITM transactions, respond to Podium inquires and direct phone calls to the appropriate area. Consult and professionally handle member’s daily needs. Open online accounts for current or potential members. Be well versed with card services. Process card orders, blocks, travel notices and daily card reports. Assess early detection of fraud, perform investigations, and complete documentation related to card disputes/chargebacks. Perform and process daily inquiries and reporting for I-Pay Solutions. Process account funding or assist member(s) with payments utilizing Online Payment Portals. Provide account maintenance with IRA’s, share certificates, money markets, and share draft accounts. Provide moderate loan information and assist members with loan requests. Assist with testing new company product rollouts.  Assist with transactional services for members at the ITM and teller line with inquiries such as: deposits, withdrawals, money orders, wire requests, stop payment requests, bank checks and other requested services.

Requirements

  • Professional and courteous service skills
  • Knowledge of credit union products and services
  • Card services knowledge
  • Fraud detection skills
  • Investigative skills
  • Documentation skills
  • Knowledge of I-Pay Solutions
  • Account maintenance knowledge
  • Loan information knowledge
  • Transactional service skills

Responsibilities

  • Serve members and staff with professional and courteous service
  • Serve as liaison between member and credit union
  • Provide information on credit union products and services
  • Assist members/potential members with telephone requests
  • Explain services
  • Respond to problems
  • Handle ITM transactions
  • Respond to Podium inquiries
  • Direct phone calls
  • Consult and handle member's daily needs
  • Open online accounts
  • Process card orders, blocks, travel notices, and daily card reports
  • Assess early fraud detection
  • Perform investigations
  • Complete documentation for card disputes/chargebacks
  • Process daily inquiries and reporting for I-Pay Solutions
  • Process account funding or assist with payments via Online Payment Portals
  • Provide account maintenance for IRAs, share certificates, money markets, and share draft accounts
  • Provide moderate loan information and assist with loan requests
  • Assist with testing new company product rollouts
  • Assist with transactional services for members at the ITM and teller line with inquiries such as: deposits, withdrawals, money orders, wire requests, stop payment requests, bank checks and other requested services.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service