Answers incoming calls and assists members with financial inquiries and transactions. Essential Functions & Responsibilities include but are not limited to: Answers member calls daily with emphasis on exceptional member service and accuracy of data input. Listens effectively to member requests and offers support to meet member’s needs appropriately and in a timely manner. Identifies opportunities to offer other credit union products and services. Maintains working knowledge of regulatory compliance related to member services and financial services area to include (but not limited to): BSA reporting requirements, OFAC, USA Patriot ACT, Red Flags, Regulation CC, Regulation D, Regulation E, Truth in Savings, Truth in Lending, Privacy, etc. Manages challenging situations efficiently, promptly, and professionally. Other job duties as assigned
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED