Call Center Representative

Member Solutions Advocate

Job Summary:

Provides high-quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates and understanding of how individual responsibilities support team and organizational goals.

Job Responsibilities:

• Deliver exceptional customer service to members via phone, email, chat, video banking, or other communication platforms.
• Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services.
• Provide account information and process routine transactions using banking technology and established operating procedures.
• Work under moderate supervision while independently managing own workload and daily customer service operations.
• Schedule and conduct follow up communications with members through email, chat, or other communication platforms.
• Meet individual sales goals and contribute to overall department targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement.
• Proactively promote credit union membership, deposit products and consumer loans through outbound calls, marketing initiatives, and member referrals.
• Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs.
• Performs other duties and responsibilities as assigned.

Experience:

• High School Diploma or equivalent required.
• Two years’ experience working in a banking position required.
• One year experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, or video banking) is preferred.