Service Center Representative

Love Where You Work•Provo, UT

2d•Onsite

About The Position

Identify and resolve the member needs while providing outstanding member service over the phone. This position requires cross selling credit union products and services that fit the member’s needs.

Requirements

High school graduate or equivalent.
Thorough knowledge of teller functions and credit union products, services, and policies.
Understanding of member bookkeeping procedures.
Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate related computer applications and business equipment including 10-key and telephone.
Solid math and bookkeeping abilities.
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Ability to perform very simple algebra.
Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias.
Ability to prepare memos, reports, and essays using proper punctuation, spelling and grammar.
Ability to communicate distinctly with appropriate pauses emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses.

Nice To Haves

Previous related experience is helpful.

Responsibilities

Actively and enthusiastically cross sells credit union products and services.
Performs account maintenance and account changes as needed.
Processes a variety of electronic funds transfers such as ACH, Wires, and Card Payments.
Presents and explains Credit Union services and products to members and assists in meeting their financial needs.
Provides necessary tools for account use such as check orders, debit cards, credit cards, and access to online banking.
Answers questions and solves problems for members by listening to concerns, collecting data, securing answers and reporting results to the inquiring party.
Completes the account opening process as well as the account closure process.
Identifies and resolves the member’s needs while providing outstanding member service over the phone.
Prevents fraud through proper member verification.
Provides account services to members by receiving deposits and loan payments, issuing withdrawals, performing monetary transfers, and selling cashier's checks.
Performs card maintenance and research through the Visa system.
Processes member disputes.
Stays current and complies with all UCCU policies/procedures including security protocol by participating in the employee certification program.
Resolves member requests and questions promptly and courteously.
Keeps members informed of Credit Union products and services.
Maintains and projects the Credit Union's professional reputation.
Completes required paperwork and records accurately and promptly.
Attends meetings and trainings as required.
Ensures that work area is clean, secure, and well maintained.
Exudes caring and professional attitude in all interactions with members, prospective members and coworkers.