Member Service Representative

Position Purpose:

Interact with Clients and customers, process requests and transactions. Offer Credit Union products and services whenever appropriate. Research and resolve member problems. Proactively seek out new process improvements for the department. Maintain/monitor phones, chat, email and social media.

Job Duties (include but not limited to):
• Interact with members via phone, e-mail, chat and other media as appropriate.
• Answer member questions concerning their accounts and Credit Union services.
• Promote the sale of Credit Union products and services.
• Provide members with information necessary to make informed decisions regarding their financial transactions.
• Process a variety of member transactions such as check orders, balance information, fee disputes, etc.

Qualifications
• High school graduate or equivalent
• Up to two years of customer service experience; sales/retail sales experience preferred

Skills/Abilities:
• Strong typing abilities.
• Good verbal public relations skills.
• Communicate verbally and in writing.
• Able to operate calculator, word processor, and related computer applications.
• Well organized.
• Strong commitment to cross selling and overcoming objections when cross selling applicable products and services.
• Maintain confidentiality of member data.