Member Service Center Representative

Redwood Credit UnionNapa, CA
Onsite

About The Position

Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.

Requirements

  • Knowledge of modern office methods, practices and procedures.
  • Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment.
  • Must possess 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.
  • Ability to work a rotating schedule which will include working on Saturdays.
  • Combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment.

Responsibilities

  • Answer the telephone within established performance and service guidelines.
  • Complete phone transactions accurately and efficiently.
  • Disseminate and provide education of lending, CUSO and membership information to callers.
  • Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance.
  • Provide basic level technical support of our online and Mobile banking platforms.
  • 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.
  • Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.
  • Post and balance daily work and maintain proper documentation.
  • Utilize online manuals and knowledge repository as a resource.
  • 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.
  • Attend department meetings and contribute information as is appropriate.

Benefits

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement– Merit increase based on performance
  • 401(k) program with employer match
  • Time Off- 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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