Electronic Service Representative
About The Position
We are expanding our Electronic Service Representative (ESR) team! While we continue to grow, we are committed to keeping the personal connection that sets us apart while expanding the opportunities for connection. This last year we have added video chat, and expanded our hours to 6am-Midnight 7 days a week excluding holidays. To accommodate the ongoing growth of the team, we recently moved our ESR team into a newly remodeled space. With abundant natural light, great views, and a team friendly environment, our team utilizes a variety of channels including email, chat, video conferencing, phone, and texting to communicate with, and provide solutions for our membership. Our ESRs typical work week is 4 days; designed to support work-life balance. Shifts are scheduled within our operating hours of 6:00am to midnight. While we offer a variety of shift options, and once plugged into a schedule, our goal is to keep the schedule consistent for each team member allowing for stability and predictability in living life outside of work. Who We Are... We believe in the kind of service that can only be provided by people, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community. So we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.
Requirements
- 6 months-1 year of financial services or related experience preferred.
- A cooperative, positive attitude toward members and fellow employees using sound interpersonal skills.
- 1-2 years of exceptional customer service experience preferred.
- A desire to continue learning throughout life is a must.
- Proven attention to detail
- Strong verbal, written and interpersonal skills
- Excellent technical skills
- Motivated to learn and grow within the position and credit union
- Problem-solving skills
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
- Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
- Ability to lift and/or carry up to 25 pounds.
- Stooping, kneeling, crouching, and reaching below, at, and over shoulder level required.
- Sitting – 80%; standing and walking – 20%.
- Hearing, visual, and verbal ability required.
Responsibilities
- Contribute to the fulfillment of Sage Credit Union's mission.
- Deepen member relationships with Sage CU by maintaining current knowledge of all products and services, including the benefits and how they can benefit the member.
- Provide the best first impression to members and potential members who call into the credit union and seek to identify their needs and provide a solution.
- Process member financial transactions accurately and efficiently.
- Assist members with Sage card services requests.
- Assist members with loan servicing inquires.
- Actively troubleshoot issues with electronic services and provide follow through with resolution for member satisfaction.
- Achieves or exceeds established sales goals through building of member relationships, referring products and services to meet their needs.
- Proactively work with all departments to ensure an exceptional member service experience is delivered with every member interaction.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1-10 employees
