Member Care Representative

Keys Federal Credit Union•Key West, FL

47d

About The Position

Performs routine data entry and administration for debit, credit. Performs efficient and accurate service to members over the phone including account maintenance, solving problems, and conducting loan interviews.

Requirements

High school diploma or general education degree (GED)
2 years of customer service experience.
Ability to handle numerous projects simultaneously.
Strong attention to details
Excellent written and oral communication skills
Ability to communicate courteously and professionally
Excellent problem solver
Comfortable in a sales & goal oriented environment
Moderate PC proficiency
Work as a team player.
Demonstrated proficiency in the use of word processing and spreadsheet software. Demonstrated ability to efficiently use other PC based software.
Knowledge of IRA rules and regulations.
Knowledge of Keys Federal Credit Union's products and services.

Nice To Haves

Experience working in a financial institution (preferred).
Previous call center experience (preferred).
Bilingual/Spanish a plus

Responsibilities

Establish and maintain appropriate files and records on member accounts.
Process daily reports.
Process new, lost/stolen and replacement debit cards, credit cards.
Process debit card fraud disputes and rejected transactions.
Print and distribute daily and monthly debit card, credit card.
Perform administrative duties for debit and credit card programs.
Provide internal customer service to co-workers.
Professionally respond to routine inquiries from members regarding financial products and services.
Accurately, promptly and efficiently perform routine to complex transactions per members' requests using the computer system.
Identify, research, and resolve routine to moderately complex problems and inquiries.
Identify and escalate priority issues.
Promptly follow-up on member inquires not immediately resolved.
Provide information on consumer loan products that best meet the member's needs.
Provide members with product and service information.
Route member calls to appropriate staff.
Comply with all department and credit union policies and procedures.
All other duties as assigned.