Remote Services Representative

Mid Oregon Credit Union•Bend, OR

10d•Hybrid

About The Position

Provides prompt, accurate, and courteous over-the-telephone service to members while processing routine financial transactions, researching issues, and answering questions. Cross sells Mid Oregon products and services and makes referrals to a Loan Officer or to Mid Oregon Financial Services as needed and/or directed. Assists members with opening and closing all types of share accounts including checking, IRAs and business accounts. Takes and reviews applications for consumer and business loans. Explains loan programs and advises members of loan options and requirements. Receives and processes loan applications including home equity loans. Interviews members, enters data on system, pulls credit reports, enters appropriate application notes, verifies that all required forms have been accurately completed and properly processed.

Requirements

Pleasant, friendly demeanor
Excellent customer service abilities in greeting members and making them feel comfortable
Keyboarding including 10-key
Accuracy in handling transactions
Ability to grasp a variety of tasks and perform them efficiently and quickly
Ability to retain knowledge of CU products and services, and offer them to members when appropriate
PC-proficient in a Windows environment
Strong technological and digital channel skills
Speaking on the telephone approximately 25% percent of workday.
Continuous sitting, standing, talking, and listening for extended periods of time
Use of hands in repetitive tasks such as typing and writing
Speaking, and hearing for interaction with members and coworkers
Clarity of vision at 20 inches or less for processing of member transactions and computer usage
Memory demands in recalling Credit Union policies, services, and state and federal regulations.
Occasional lifting up to 35 pounds to move supplies or office equipment
Bending, squatting, or kneeling to reach supplies on ground level
Reaching above shoulder level to reach supplies overhead.

Nice To Haves

May need to shovel snow occasionally outside the office to clear sidewalks, etc.

Responsibilities

Provides prompt, accurate, and courteous over-the-telephone service to members while processing routine financial transactions, researching issues, and answering questions.
Cross sells Mid Oregon products and services and makes referrals to a Loan Officer or to Mid Oregon Financial Services as needed and/or directed.
Assists members with opening and closing all types of share accounts including checking, IRAs and business accounts.
Takes and reviews applications for consumer and business loans.
Explains loan programs and advises members of loan options and requirements.
Receives and processes loan applications including home equity loans.
Interviews members, enters data on system, pulls credit reports, enters appropriate application notes, verifies that all required forms have been accurately completed and properly processed.