Member Services Representative - Member Engagement - (Glendale)

CALIFORNIA FEDERAL CREDIT UNIONGlendale, CA
7d

About The Position

The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit Union members.  Responsibilities include assisting members with their accounts, responding to product, operations, and policy inquiries. Resolve account concerns and complaints in an accurate, timely and professional manner, with the highest level of integrity and service.

Requirements

  • Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving.
  • Strong technical knowledge of all call center service duties, including policies, procedures, member transactions and system applications.
  • General understanding of human resources policies and procedures.
  • Two to four years of progressively responsible experience in a call center environment as a lead to gain the knowledge, skills and abilities to handle all aspects of the position.

Nice To Haves

  • College coursework desired.

Responsibilities

  • Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.
  • Offers and cross-sells Credit Union products and services to meet member needs.
  • Effectively responds to member’s questions and/or concerns.
  • Adhere to and follow all procedures including, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.
  • Maintain a working knowledge and understanding of all audit and compliance regulations.
  • Performs other duties as assigned.
  • Complies with BSA requirements as commensurate with position.
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