Electronic Service Representative
About The Position
Sage Credit Union is expanding its Electronic Service Representative (ESR) team while maintaining the personal connection it provides to members. ESRs communicate with members through email, chat, video conferencing, phone, and text, helping them find solutions and access credit union services. The team operates from 6:00 a.m. to midnight, seven days a week, excluding holidays. Typical work weeks are four days, and schedules are intended to remain consistent once established to support stability and work-life balance. The team works in a recently remodeled space with natural light, views, and a team-friendly environment. The role contributes to Sage Credit Union’s mission by providing accurate, efficient service, building member relationships, addressing service needs, and helping members make use of appropriate financial products and services.
Requirements
- Cooperative, positive attitude toward members and fellow employees, with sound interpersonal skills.
- Desire to continue learning throughout life.
- Proven attention to detail.
- Strong verbal, written, and interpersonal skills.
- Excellent technical skills.
- Motivation to learn and grow within the position and credit union.
- Problem-solving skills.
- Ability to lift and/or carry up to 25 pounds.
- Ability to stoop, kneel, crouch, and reach below, at, and over shoulder level.
- Hearing, visual, and verbal ability.
- A significant level of trust and diplomacy, normal courtesy and tact, and ability to foster sound relationships with outside entities.
Nice To Haves
- Six months to one year of financial services or related experience.
- One to two years of exceptional customer service experience.
Responsibilities
- Contribute to the fulfillment of Sage Credit Union’s mission.
- Maintain current knowledge of products and services, including their benefits to members, and deepen member relationships.
- Provide a positive first impression to members and potential members who contact the credit union; identify their needs and provide solutions.
- Process member financial transactions accurately and efficiently.
- Assist members with Sage card services requests.
- Assist members with loan servicing inquiries.
- Troubleshoot electronic service issues and follow through to resolution to support member satisfaction.
- Meet or exceed established sales goals by building member relationships and referring products and services that meet members’ needs.
- Work proactively with other departments to deliver exceptional service in 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
