Everwise Credit Union-posted 7 days ago
Full-time • Entry Level
South Bend, IN
501-1,000 employees

Position Summary: Assists members via telephone or other delivery channels with their financial needs by answering questions, performing financial transactions, resolving issues and providing information to ensure quality service. Timely service the needs of the members and enhance their financial relationships with the Credit Union. Primary Responsibilities and Duties: Responsible for providing courteous and efficient service to members and team members over the phone or preferred delivery channel. Identify opportunities to promote credit union products and services to retain members and increase wallet share. Utilize various computer applications to assist with member support and satisfaction. Strive to provide first contact resolution and build lasting member relationships through exceptional service. Responsible for maintaining a high level of quality such as Member Satisfaction, accuracy, phone management and more as defined by management. Contribute to Unit and Corporate goals. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union. Variability in hours including weekend and holiday hours. Welcome to Everwise Credit Union Careers! Everwise Credit Union puts people’s needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever you’re going. Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we’ve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under-served—feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

  • Assists members via telephone or other delivery channels with their financial needs by answering questions, performing financial transactions, resolving issues and providing information to ensure quality service.
  • Provide courteous and efficient service to members and team members over the phone or preferred delivery channel.
  • Identify opportunities to promote credit union products and services to retain members and increase wallet share.
  • Utilize various computer applications to assist with member support and satisfaction.
  • Strive to provide first contact resolution and build lasting member relationships through exceptional service.
  • Responsible for maintaining a high level of quality such as Member Satisfaction, accuracy, phone management and more as defined by management.
  • Contribute to Unit and Corporate goals.
  • Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
  • Clear verbal and written communication, listening, and human relation skills
  • Excellent phone communication skills using clear and pleasant voice
  • Basic analytical, mathematical, organizational and decision-making skills
  • Computer literacy skills with using Windows environment, spreadsheet and word processing software.
  • Data entry skills
  • Ability to multi-task
  • Able to work in a fast-paced and diverse environment
  • Ability to sit and/or stand at a desk for extended period.
  • High School Diploma, GED or equivalent skills and abilities.
  • Basic knowledge of financial services generally acquired by one or more years working within the financial services area or minimum of two years’ customer service and/or call center experience.
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