Member Care Representative

A Member Care Rep I utilizes positive and professional communication and multitasking skills when receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department.

Responsibilities

Receiving members’ calls, determining the nature of members’ business, providing information, and/or directing members to appropriate person or department; Providing members with account balance, activity, and history upon request; Performing transactions, check withdrawals, transfers, and account maintenance; Assisting with dividend verification, common inquiries, non-sufficient funds (NSF) checks, and statement copies; Performing loan payments, term calculations, and loan payoff information; Informing members of savings, checking, money market, share certificates, individual retirement account (IRA), and club account features and benefits; Providing documents as requested by members; Performing research to resolve escalated issues; Assisting members with explanations of transactions; Setting up member access to online banking and telephone banking; Maintaining knowledge of Credit Union’s field of membership; Assisting members with deposit account rates, stop payment orders, check copies, overdraft line of credit advances, and courtesy pay; Coordinating with branches to schedule member appointments; Explaining, promoting, and informing members of Credit Union products and services; Attending assigned team meetings and/or training sessions

Requirements

High school diploma or General Educational Development (GED); 1 year customer service or call center experience; Excellent verbal/written communication skills; A passion for people, innovation, and growth

Nice to have

Bilingual (Spanish/English); Experience in a financial institution/credit union call center environment; Teller/banker experience

Benefits

Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time; Low-cost Medical, Dental & Vision plans; Paid childcare assistance; Award-winning 401K; Gym fee reimbursement; Tuition Reimbursement; Student loan repayment