Service Center Representative

WESTconsin Credit Union Careers • Menomonie, WI

3d • Onsite

About The Position

Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment. Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions. Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone. Accurately verify members and be on the front line of fraud prevention. Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment.

Requirements

• Ability to accurately verify members.
• Ability to be on the front line of fraud prevention.
• Proficiency in navigating multiple computer programs.
• Strong written communication skills for email, chat, and CRM systems.

Responsibilities

• Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
• Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment.
• Accurately complete account maintenance and process account transactions per member request.
• Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution.
• Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
• Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions.
• Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone.
• Accurately verify members and be on the front line of fraud prevention.
• Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed