Call Center Representative

United Credit Union

Role:

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments, to include scanning, updating and closing member accounts.

Essential Functions & Responsibilities:

Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and cashier checks to members; transfers amounts from member accounts as directed.

Balances cash drawer and daily transactions.

Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.

Post transactions to member accounts and maintain member records.

Cross-sells credit union services.

Any other duties as may be assigned.

Performance Measurements:

1.To provide friendly, professional, personal service to all members and coworkers.

2.To comply with United Credit Union's cash balancing policy.

3.To strive for posting accuracy, having no more than one posting error per quarter.

4.To make a minimum of 5 sales referrals per month.

5.To maintain a dependable record of attendance and timeliness.

6.To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

7.When not busy with members, evaluate what additional tasks need completed and help team members who could benefit from your assistance.

8.To be knowledgeable on the features and benefits of all credit union products and services.

9.To satisfactorily complete all required compliance training and comply with all regulations which apply within the scope of this position.

Knowledge and Skills:
Experience

One month to twelve months of similar or related experience.

Education - A high school education or GED.

Interpersonal - SkillsWork involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.

Other Skills - Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

Job Type: Full-time

Pay: $17.69 - $24.38 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Work Location: In person