Member Solutions Representative

CFCU • Ithaca, NY

74d

About The Position

Beginnings Credit Union (Beginnings) is in search of a skilled Member Solutions Representative. This individual will provide prompt, friendly, professional, accurate service to members who contact the credit union using various methods. This person will educate, sell, and refer products and services, highlight promotions, address inquiries, while providing the member with positive experience. The position is hybrid/remote with a requirement to be located within 100 miles of Ithaca, NY.

Requirements

• Zero to six months of similar or related experience.
• High school education or equivalent.
• To provide prompt accurate, and professional service to all members and potential members through multiple platforms.
• To be available for member inquiries through various communication methods.
• To process member transactions accurately and in accordance with Beginnings policy and procedures.
• To maintain a positive attitude and a spirit of teamwork.
• To successfully sell and refer credit union products and services.

Responsibilities

• Provide outstanding service to members through various inbound and outbound channels including phone calls, video calls, email and other channels as developed.
• Work efficiently to assist members in a calm, polite, and professional manner.
• Responsible for member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with accuracy and in a timely manner.
• Resolve member issues and concerns within the position's level of authority and in accordance with Credit Union's policies.
• Direct members to the appropriate resource and/or Supervisor when a solution is outside the scope of the Member Solution Rep I's authority or responsibility.
• Successfully completes all training and keeps abreast of company policy changes.
• Participate in Saturday rotation and works additional hours for special projects.
• Meet or exceed sales or referral goals as an individual and collaboratively with the team.
• Perform other job duties as assigned by manager.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED