Member Service Center Representative

Belco Community Credit Union•Harrisburg, PA

3d•$20 - $25•Hybrid

About The Position

This position performs various transactional duties to serve members via telephone and other electronic means. Primary duties include but are not limited to completing highly diversified activities relative to the receipt of member inquiries, and cross-selling credit union products and services, while building strong member relationships. Must understand available modifications available to loan products and the parties involved in completing the requested change. Must maintain Quality Assurance Standards and outstanding member service at all times when providing service to both external and internal members. Represents the credit union to its members in a courteous, professional and confident manner.

Requirements

A high school degree or GED is required.
Six months of similar or related experience including time spent in similar or preparatory positions.

Nice To Haves

More than six-months of experience is preferred in a financial institution and/or call center..

Responsibilities

Sets high standards of performance, quality, and accountability for oneself, exceeding individual goals related to call volume, service level, and referrals of products and services.
Performs outbound phone calling to members to complete necessary follow up, leading to building and broadening relationships.
Conduct transactions via telephone regarding Credit Union products and services such as but not limited to: share and share draft accounts; ACH stop payments; share draft stop payments; Debit, ATM and Visa card ordering, canceling and maintenance; Money manager, Belle (IVR) and opening/closing of shares as applicable; internal funds transfer and electronic transfer to other financial institutions; wire transfer; loan payments; opening and closing of shares; Bill Pay assistance.
Review accounts and submit appropriate ticket(s) to conduct loan modifications and loan maintenance based on member requests and qualifications.
Responds to correspondence in the Member Service Center email inbox, as needed. Follow up and respond to corrospondence in your personal email daily, as needed.
Conveys information to members in a clear, compelling way that will positively affect their thoughts and actions.
Gains the trust of members by being honest, reliable, sharing information, and treating them with respect.
Serve membership by providing prompt and accurate service and information in a pleasant, professional and efficient manner, via telephone or correspondence both written and electronic.
Responsible for actively participating and preparing for coaching sessions.
Enthusiastically supports the sales and service culture.
Utilizes a member centric approach to interview and educate members via telephone, gathering pertinent information to research and solve complex member questions, problems and complaints, while making recommendations to match individual member needs with appropriate value-added products and services to enhance the member relationship with the credit union.
Actively contribute to the team achievement of assigned departmental/branch and strategic goals.
Responsible for adhering to all security procedures relative to the handling of member transactions, security, internal operating procedures, and member verification policy. Must maintain member and employee confidentiality.
Abides by Belco’s policies procedures, standards, regulatory and compliance mandates.
Embodies Belco’s mission, vision, core values, and Behavioral Expectations.
Any other duties as requested by Member Service Center Management Team.