Job Description
Job DescriptionDescription:
Role:
To serve members by providing information in accurate, professional and efficient manner via telephone, mail or email.
Essential Functions & Responsibilities:
- Answer member calls and assist members with balance inquiries, transfers, reset online services, post loan payments, teller checks and resolve member problems.
- Assist members with debit and credit card issues and ordering cards. Process returned mail and mobile deposits. Answer the general information emails. Perform routine maintenance on accounts.
- Assist members with resolving lending questions and issues.
- Promote benefit awareness and member experience.
- Perform Member Service Center opening and closing procedures.
- Perform other duties assigned.
Performance Measurements:
- Possess excellent telephone communication skills and ensure the member or team member understands the message you are trying to convey.
- Ensure work continues at a steady pace with a high rate of accuracy.
- Perform all duties in a timely manner to ensure member satisfaction.
- Clear and efficiently written and verbal communication.
- Comply with all credit union policies and procedures.
Requirements:
Knowledge and Skills:
Experience
Six months to two years of similar or related experience.
Education
A high school education or GED.
Interpersonal Skills
Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.