PTM Member Representative

Dupont Community Credit Union • Waynesboro, VA

2d

About The Position

DuPont Community Credit Union (DCCU) is currently seeking an enthusiastic and driven individual to join our PTM team. At DCCU, we go beyond transactions and truly want to help our members achieve financial success by aligning them with the right products and services to help make a difference in their lives. If you have a passion for serving others to help them achieve their financial goals, this may be the perfect position for you!

Requirements

• A high school diploma or equivalent.
• A minimum of at least 2 years’ retail sales and/or call center experience.
• Exceptional oral and written communication skills.
• High aptitude for technology and the ability to build connections and relationships through digital platforms.
• Strong attention to detail and accuracy.
• Experience in high volume transactions and handling multiple tasks efficiently.
• Ability to work effectively as a member of a team and contribute to individual, team, and department goals while promoting a positive team environment to include remaining flexible and taking initiative.
• Ability to maintain confidentiality of records and conversations.
• Ability to organize and prioritize workflow and to work in a fast-paced environment while managing large volume of transactions.

Nice To Haves

• Oral and written fluency in Spanish and English are preferred.

Responsibilities

• Provide exceptional member service via our PTM (Personal Teller Machine) channel; using audio and video communication tools with a focus on improving the financial health of the membership.
• Build trusted relationships to identify opportunities and align the right products and services to meet the needs of each member.
• Continuously develop knowledge and skills to provide exceptional member experience.
• Inform, educate, and advise members of DCCU’s products and services to increase knowledge and confidence to contribute to their financial health and well-being.
• Execute member requests to include transfers, withdrawals, payments, debit and credit card inquiries, direct deposit transactions, stop payments, etc.
• Troubleshoot and resolve issues that may arise involving the various electronic channels.

Benefits

• Access to a competitive salary and benefits, including health insurance and retirement plans.
• Support of work-life balance.
• Community involvement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees