Contact Center Representative, Downtown

Rio Grande Credit UnionAlbuquerque, NM
6d

About The Position

As a Member Resource Center Representative, you will be responsible for providing quality member service delivered by telephoe while performing the essential duties and responsibilities as outlined below.

Requirements

  • Experience- 6 months to 2 years related experience
  • Education- 2-year degree or completion of a specialized course of study OR 2 years of related experience.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • To perform this job successfully, an individual should have knowledge Symitar's; Microsoft Excel Spreadsheet software and Microsoft Word Processing software.

Responsibilities

  • Provide excellent member service at all times to the members and staff
  • Enter member transactions into the system to record transactions
  • Provide deposit, loan rate, and service information
  • Educates, refer and sell products and services by explaining features and benefits, as appropriate
  • Follows account comments, alerts and notes
  • Assist members with routine-related requests including, but limited to: balances, check clearings, deposit postings, and statement information
  • Process transactions, including, but not limited to: funds transferred between accounts, loan payments
  • Process and explain procedures on member accounts, including, but not limited to: stop payments, address changes, and line of credit advances
  • Provide membership information, field of membership qualification and new account initiation
  • Provide information on new and ongoing promotions
  • Initiate auto transfer requests
  • Verify incoming member deposits
  • Communicate loan payoff requests to payoff group
  • Maintain high service levels and low call abandon rates
  • Transfer incoming calls to appropriate individual employee or department
  • Keep abreast of all credit union product and procedure changes
  • Adheres to Credit Union policies and procedures as they relate to job functions and the employee handbook
  • Assist in any other area as directed by the Member Resource Center Manager, Member Resource Center II, VP of Marketing and Member Service, and President/CEO
  • Accurately identify all members using RGCU approved Verification Repgen.
  • Accurately perform OFAC during transactions such as but not limited to: initiating wires, etc.
  • Ensure that all accounts, loans, and transactions are reviewed for the appropriate red flags.
  • Report all suspicious activity to the Risk Management department via the compliance group email.
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