Member Support Center Agent

Central One Federal Credit UnionAuburn, MA
$19 - $25Hybrid

About The Position

At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being. This position is eligible for a hybrid work arrangement with a combination of in office and remote days upon completion of in-office training period. Assist members with savings products and services. Perform a variety of duties promoting and selling all Credit Union (COFCU) services to new and existing members.

Requirements

  • High School diploma required
  • One to twelve months experience in a customer service department of a credit union or financial institution, or related experience
  • Ability to make decisions and do detailed work
  • Ability to work efficiently and accurately in a fast-paced environment
  • Skilled in the use of general office machines and computers
  • Ability to sell, cross-sell and interact professionally on the telephone and through electronic means
  • Basic PC skills in Microsoft Word/Outlook
  • Capacity to work well with others
  • Dependability
  • Flexibility
  • Initiative
  • Resourcefulness
  • Confidentiality
  • Professionalism

Responsibilities

  • Answer incoming phone calls, handling member withdrawals, transfers, and inquiries in an efficient and professional manner.
  • Support COFCU’s basic savings products, services, and policies.
  • Open new accounts following the procedures, policies, and guidelines for the applicable account type.
  • Perform BSA compliance duties as required in the Credit Union BSA Policy.
  • Promote and cross-sell credit union products and services; encourage new credit union membership.
  • Provide basic information and counseling to members on COFCU savings and loan products, services, and policies.
  • Achieve stated goals as part of the MSC Goals Plan by making referrals to appropriate MSC Relationship Specialist, Lending Specialists, and affiliated professionals.
  • Travel to any branches, including satellite offices, to represent the credit union, as needed.
  • Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means.
  • Adhere to all applicable credit union policies, procedures, and regulations.
  • Maintain community involvement and participate in special projects, as needed.
  • Perform other duties as requested or assigned.
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