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. 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. Mains 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.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED