- Creates value by actively engaging Member during account transactions while educating and advising Members on Credit Union products and services. Transactions include deposits, withdrawals, transfers, and loan payments.
- Performs Member account maintenance, telephonic inbound/outbound calling with Members and engages in Member outreach activities to build Member relationships through value added promotion of products and services and in support of the Member feedback program.
- Applies useful knowledge on all products and services to assist Members. This includes troubleshooting Centra Phone, Website, Billpayer, Debit/Credit Cards issues, and Mobile Banking.
- Ensures financial literacy and applies expert knowledge and awareness of all Centra products and services.
- Engages with Members in problem solving for their financial needs.
- Engages in value creating initiatives and tactics set forth by Retail Leadership.
- Maintains ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes, or other important information discovered via Member engagement.
- Effectively uses non-call time to create value through activities such as providing Member services with Interactive Teller Machines or Retail operational needs.
- Engages in required Learning Path for continued development and growth within the specified timeframes
EDUCATION & EXPERIENCE – (Equivalent combination of Education & Experience will be considered.)
- High School Diploma or General Education Diploma (GED)
- Under one year of similar or preparatory experience
Centra is an Equal Opportunity Employer.
Required
-
High School or Equivalent or better
Preferred
-
Under 1 year of similar or related experience or better
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.