Customer Service Representative

Oklahoma Central Credit Union•Tulsa, OK

4d•Onsite

About The Position

The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities. As a Customer Service Representative, you will provide outstanding phone service to all members and potential members. You will assist members with account information, perform account transactions, discuss product inquiries and recognize, cross-service and act upon sales opportunities, by suggesting appropriate credit union products.

Requirements

A high school diploma, GED or higher
Previous customer service experience
Proficient computer skills

Nice To Haves

One or more years of similar or related experience in a call center setting
Previous financial institution experience
Courtesy, tact, and diplomacy
Experience efficiently researching accounts and reaching a resolution
Active listening skills

Responsibilities

Provide accurate, courteous, friendly, timely and professional phone service to all members and potential members.
Assist members with general service requests such as, but not limited to, opening and closing accounts, financial transactions, problem solving, plastic card requests, address changes, CDs and check ordering. Educate the members on products and services the credit union offers.
Follow up to service requests, forms completion, return phone calls, mailing/emailing requested documentation and research required to resolve issues. Identifying transactions, verifying funds, account availability and research requests.
Assist and instruct members on the use of our electronic services such as home banking, Anywhere Audio, e-statements, bill pay, mobile banking and web site usage.
Provide remote Interactive Teller Machine (ITM) coverage as needed, delivering exceptional member service through video-assisted transactions while maintaining a professional, camera-ready appearance.
Protect member assets and account information.
Deliver service to both internal and external members that are aligned with the Credit Union's Service Standards and meet all established service goals.
Commitment to Credit Unions’ needs and maintain confidentiality at all times.
Understand and comply with all aspects of the Bank Secrecy Act and Anti-Money Laundering regulations as they relate to their position.
Comply with all security guidelines related to physical and information security.