Member Service Representative I - Member Support (52124)

iQ Credit UnionVancouver, WA
Onsite

About The Position

The Member Service Representative I – Member Support provides exceptional service by responding to inquiries, solving basic problems and providing solutions in a contact center environment. Acts as a resource to members, educating them on products and services which will improve their financial wellbeing.

Requirements

  • One month to twelve months of similar or related experience.
  • A high school education or GED

Responsibilities

  • Maintain an excellent knowledge of the features and benefits of Credit Union services and of selling skills. Employ both to successfully cross-sell Credit Union services when assisting members in any capacity.
  • Participate in Member Support department meetings and activities to achieve specific detailed and measurable goals.
  • Consistently achieve goals; share best practices with team members.
  • Promote an environment of respect and cohesive teamwork to ensure member loyalty and employee engagement.
  • Actively participate in monthly coaching and development planners to leverage talents and development opportunities.
  • Commit to and successfully execute on agreed upon action plans with your manager.
  • Actively support the Member Support Service Level Agreement to build sound relationships with members.
  • Provide information about all facets of the Credit Union including: eligibility for membership, types of accounts available (savings and lending), online services, current rates, calculation of dividends and interest, insurance coverage available, payroll deduction and other deposit and payment plans.
  • Assist members with any questions or problems with their account including any research and, if necessary, correction of any errors.
  • Ask questions and seek understanding to ensure the best solution is consistently provided to each member.
  • Respond to Live Chat, Information Desk, Online Banking and voice mail inquiries timely.
  • Promptly and efficiently handle inquiries and requests from members over the phone and through various written channels.
  • File correspondence and documentation as needed.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Benefits

  • iQ pays 100% of the monthly medical, dental and vision premium for you AND your dependent children.
  • iQ matches up to 6% of your 401(k) contributions.
  • 11 paid holidays plus vacation and sick time accruals.
  • Paid Community & Event Volunteer opportunities.
  • Paid Wellbeing hours to help you recharge and thrive.
  • Student loan repayment match up to $100 per month.
  • Tuition reimbursement to support your educational advancement.
  • An annual match to amplify your nonprofit giving.
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