Service Center Representative

WESTconsin Credit Union CareersMenomonie, WI
21d

About The Position

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

Responsibilities

  • Enhance membership value by recommending products and services.
  • Provide service and information to credit union members via phone.
  • Complete account maintenance and process transactions.
  • Research and resolve member questions, issues, and concerns.
  • Partner with team leads, supervisors, and other departments.
  • Maintain knowledge of loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
  • Provide technical support to members.
  • Verify members and prevent fraud.
  • Utilize written communication across various channels.
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