Member Service Center Representative (Call Center)

Redwood Credit Union-posted 7 months ago
$23 - $31/Yr
Part-time • Entry Level
Santa Rosa, CA
Credit Intermediation and Related Activities
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At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. We are looking for a part time (24-25 hours per week) Member Service Center Representative, with experience working in a Call Center Environment and that have a strong focus of providing outstanding Member Service by performing a variety of Member Service duties. These duties are associated with teller transactions, opening new accounts, loan transactions and cross selling Redwood Credit Union products and services.

  • Answer the telephone within established performance and service guidelines.
  • Complete phone transactions accurately and quickly.
  • Disseminate and provide education of lending, CUSO and membership information to members.
  • Respond with accurate information to Members' questions or transfers them to the appropriate department or person for further assistance.
  • Research Members' problems and complaints and respond with accurate information to Members' questions through oral and/or written communication, or by directing them to the appropriate department or person for assistance.
  • Deliver excellent Member service by implementing Credit Union policy and departmental procedures, and following RCU service philosophy and standards.
  • Attain individual and departmental goals and objectives as established in the MSC performance standards.
  • Cross-sells Credit Union products and services.
  • Support Post and balance daily work and maintain proper documentation.
  • Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
  • Compile data and complete work related to departmental reports.
  • Maintain files, post records, make and check routine calculations.
  • Perform all functions in a security conscientious manner.
  • Knowledge of modern office methods, practices and procedures.
  • Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
  • Demonstrated Member service skills.
  • Ability to cross-sell products and services to meet Member needs.
  • Ability to make mathematical computations.
  • Ability to type 40 words per minute.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Must be available to work Saturdays.
  • A combination of education and experience equivalent to a high school diploma or closely related field.
  • Two years call center, retail or clerical experience in a customer service environment.
  • Competitive medical and mental health offerings.
  • Employee performance incentive plan.
  • Salary Advancement- Merit increase based on performance.
  • 401(k) program with employer match.
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans.
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products.
  • 2% discount off Visas and LOC Loans through RCU.
  • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500.
  • 100% financing for employee purchased homes!
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