Call Center Representative

Are you looking for a full time position that allows you to be upbeat and personable? Do you like making connections with people? Do you want to work for a place with awesome benefits? Look no further! This position provides unsurpassed service experiences and build member relationships by effectively suggesting appropriate Credit Union solutions while answering member questions, resolving... issues, and conducting transactions by telephone, fax, email, mail, digital banking messaging, or other electronic means.

ESSENTIAL FUNCTIONS

May include any and/or all of the following:
? Be prompt, ready, and logged in to assist members at your appropriate scheduled time, i.e., arrival time, breaks, and lunches.
? Have a good working knowledge of our products and services and the benefits they provide.
? Be prompt to respond to members within the expected time frames for chat, digital banking messages, email, and call backs.
? With the intention of every member, every time, every day offer products and services that benefit and enhance members? lives.
? Actively listen and respond to member inquiries, suggestions, requests, and concerns while providing exceptional service.
? Analyze and decision waiving of penalties and fees within approved limits.
? Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union.
? Adhere to the clean desk policy to secure member information and follow opening and closing procedures.
? In the appropriate time frame, successfully complete all applicable compliance training and testing.
? When appropriate, participate in business development activities including community partner relations.
? Assist Spanish-speaking members when applicable.
? Perform member service duties as needed to serve member needs, including opening personal accounts, researching member inquiries, wire transfers, and other transactions.
? Stay up-to-date on product and service changes as well as troubleshooting solutions for digital services.
? Remain informed, alert, and vigilant as it relates to fraud and/or scam activity.
? Key relevant member activity and interactions into CRM tool (CallTrax) to consistently provide a better member experience from all employees interacting with the member.
? Follow procedures to process returned mail, i.e., updating addresses with appropriate verification, reaching out to members for address verification, and when appropriate flagging accounts as abandoned.
? Take loan applications as appropriate.
? Perform all other duties as assigned.

Knowledge of:
? Credit Union products and services
? Consumer Lending loan products
? IRA, HSA, and Trusts
? Visa Cards
? Microsoft Office Suite
? Technology and various software programs

Ability to:
? Maintain accuracy
? Carry out Credit Union mission, philosophies, values, and practices
? Solve practical problems and deal with variables in situations
? Multi-task and make decisions in a fast-paced environment
? Organize and prioritize to make deadlines
? Open and close a call with warmth and professionalism
? Ability to communicate effectively and efficiently in a timely manner
? Ability to successfully communicate the benefit of products/services
? Speak with confidence and clarity
? Adapt professional style to the needs of the members
? Maintain confidentiality and professionalism

Skill in:
? Strong verbal and written communication
? The ability to serve members through digital banking messages, e-mail, and live chat forums
? Participate in a productive team environment

Salary Depends on Qualifications.
? All offers are conditional upon passing a background check, credit check, and drug screen in accordance with local law/regulations. Truity Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 for assistance

Apply Job!