MSR I

Gulf Winds Credit Union • Pensacola, FL

11d

About The Position

Assists members and potential members with their financial needs, processes account transactions, resolves member concerns, and provides assistance and information regarding products and services. In addition to hourly income, this position has an incentive program that gives the employee the opportunity to earn additional compensation.

Requirements

• Experience: One to twelve months of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other Skills: Knowledge and ability to use Microsoft Office Products.
• Ability to read, write, comprehend, and speak English clearly.
• Normally expected to work between 6:00 a.m. and 7:00 p.m., but may be required to work extended hours, nights and/or weekends.
• Must adhere to safety rules and regulations.

Responsibilities

• Assists members by answering questions about products and services and resolves member issues that are within their authority using credit union digital channels. Refers escalations that are beyond their authority with recommended solutions to their supervisor or a higher level MSR.
• Identifies cross-sell opportunities and refers members to the appropriate next level.
• Maintains member account information on computer system; ensures appropriate records are accurate and up to date; complies with all applicable regulations, policies and procedures.
• Acts as liaison between members and various departments.
• Transfers phone calls to appropriate parties upon request.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED