Member Contact Specialist I (Call Center)

Jolt Credit Union • Saginaw, MI

24d • Onsite

About The Position

As a Member Contact Specialist , you'll be the voice of Jolt for our members – greeting them over the phone, helping them navigate financial transactions, and recommending products that improve their financial well-being. Your schedule will be Monday - Friday, including some Saturdays from 9am-12pm. This role is perfect for someone who loves connecting with people and delivering top-notch service in a fast-paced environment.

Requirements

• Customer service expertise (2+ years preferred, especially in banking, credit union, teller, or lending).
• Excellent communication & problem-solving skills.
• Confidence with computers and Microsoft Office.
• Ability to stay organized, multitask, and adapt in a fast-paced environment.
• A passion for helping others and selling solutions that benefit them

Responsibilities

• Provide exceptional member service, cross sell & recommend credit union services to members on a daily basis, primarily over the telephone
• Ability to analyze member problems/complaints and find beneficial solutions in a timely manner
• Provide deposit, loan rate, and service information as well as information on new and ongoing promotions
• Process share withdrawal and fund transfer requests
• Provide account information: balances check clearings, deposit postings and statement information
• Record research requests. Deliver to appropriate personnel for forms distribution
• Provide membership information: field of membership qualification and new account initiation
• Process payment or deposit corrections when necessary
• Explain credit union policies and procedures, including wire transfers, stop payments, address changes, loan applications, and direct deposit requests
• Process stop payments, address changes and loan applications
• Responsible to uphold the principle of privileged communication
• Demonstrates an understanding of and adheres to the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions

Benefits

• Competitive Medical Plan Options
• Dental and Vision Insurance
• 401(k) with Employer Match
• Flexible Spending Account(s)
• Employee Assistance Program
• Employee Wellness Program with Quarterly Bonus Incentives
• Training, Growth Opportunities, and a Supportive Team Culture
• Paid Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed