Service Center Rep I

Utah Community Credit Union (UCCU)•Provo, UT

20h•Onsite

About The Position

This role serves members over the phone by listening carefully, identifying their needs, answering questions, and resolving concerns promptly and professionally. The representative will recommend and cross-sell UCCU products and services that align with each member’s financial needs while clearly explaining features, options, and next steps. Responsibilities include performing account maintenance, account changes, openings, closures, and providing account tools such as check orders, debit cards, credit cards, and online banking access. Additionally, the role involves processing member transactions and services including deposits, loan payments, withdrawals, transfers, cashier’s checks, ACH, wires, card payments, card maintenance, Visa research, and member disputes. The position also requires protecting members and the credit union by following proper verification procedures, preventing fraud, maintaining accurate records, and complying with UCCU policies, procedures, security protocols, and required certifications.

Requirements

High school diploma or equivalent.
Ability to learn credit union systems, procedures, and member service expectations.
Understanding of teller functions, member bookkeeping procedures, and credit union products, services, policies, and procedures.
Previous related experience or the ability to quickly build the knowledge needed to support members accurately and confidently.
Clear and professional communication skills.
Ability to maintain a polished appearance and attitude.
Ability to build positive relationships with members and coworkers.
Comfortable using computer applications, business equipment, 10-key, and phone systems.
Strong math and bookkeeping skills.

Responsibilities

Serve members over the phone by listening carefully, identifying their needs, answering questions, and resolving concerns promptly and professionally.
Recommend and cross-sell UCCU products and services that align with each member’s financial needs while clearly explaining features, options, and next steps.
Perform account maintenance, account changes, openings, closures, and provide account tools such as check orders, debit cards, credit cards, and online banking access.
Process member transactions and services including deposits, loan payments, withdrawals, transfers, cashier’s checks, ACH, wires, card payments, card maintenance, Visa research, and member disputes.
Protect members and the credit union by following proper verification procedures, preventing fraud, maintaining accurate records, and complying with UCCU policies, procedures, security protocols, and required certifications.