Member Care Representative

San Francisco Federal Credit Union•San Francisco, CA

178d•Onsite

About The Position

The Member Care Representative provides quality service while answering incoming telephone calls and conducting outbound calls. This person will effectively resolve inquiries, conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards, evaluate related transactions for risk, assist with online and mobile banking as well as bill-pay services. The representative will enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services. This will be achieved by answering questions and concerns that are presented. This role will also be expected to follow and achieve personal and departmental goals (KPI’s) on a monthly, quarterly, and yearly basis.

Requirements

One-year minimum of banking and call center experience
High School diploma or equivalent
Excellent customer service
Solid problem solving
Strong interpersonal skills
Working knowledge of Microsoft Office software programs
Strive to consistently exceed the expectations of the member in all interactions

Nice To Haves

Bilingual (Spanish) ability

Responsibilities

Answering incoming telephone calls and conducting outbound calls
Effectively resolve inquiries
Conduct transactions like transferring funds between accounts and/or loans, stop payments, close and re-order cards
Evaluate related transactions for risk
Assist with online and mobile banking as well as bill-pay services
Enhance member relationships by identifying products and services that would be beneficial to them such as loans and other services
Answering questions and concerns that are presented
Follow and achieve personal and departmental goals (KPI’s) on a monthly, quarterly, and yearly basis