Customer Service Representative jobs in United States
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Members 1st Federal Credit Union ยท 5 hours ago

Customer Service Representative

Members 1st Federal Credit Union is a growing organization that values diversity and community. The Customer Service Representative role focuses on providing accurate and efficient member service, processing financial transactions, and contributing to sales goals while ensuring high levels of member satisfaction.

BankingFinancial ServicesInternet of Things

Responsibilities

Processing financial transactions and providing members with account information
Assisting with troubleshooting mobile banking issues
Contributing to sales goal attainment for department and organization goals, primarily by identifying and educating members on product and service needs through meaningful conversations
Providing members with unparalleled experiences
Assisting with meeting departmental goals along with individual performance metrics
Assist members with card specific needs, perform card maintenance and transactions within the card application, receive and submit card disputes for further investigation
Assist members with fraud inquiries, recognize and report fraudulent activity, perform maintenance within accounts to reduce and limit exposure to fraud and handle escalated member interactions to determine proper account handling for compromised or suspicious accounts
Mentor new hires during the onboarding process, assist peers with account specific inquiries and escalated member concerns, provide feedback to associates and educate them on procedures and internal resources

Qualification

Credit union knowledgeSales opportunities recognitionCommunication skillsAttention to detailPC familiarityTeamworkProblem-solvingInterpersonal skills

Required

0-1 years of related experience
General and business knowledge equivalent to a high school diploma
Ability to successfully recognize and offer sales opportunities
Attention to detail and accuracy
Excellent communication and interpersonal skills
Familiarity with PCs and applicable software
Thorough knowledge of credit union products, services, policies and procedures
Ability to communicate effectively in English, both orally and in writing
Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
Ability to sit for extended time periods
Sufficient manual skill for operation of PC keyboard and other standard office equipment
Ability to travel, including occasional overnight travel
Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

Benefits

Fantastic healthcare
Paid benefits
Opportunities for professional advancement
Work-life balance

Company

Members 1st Federal Credit Union

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Members 1st Federal Credit Union renders financial tools and services that help people to meet financial needs.

Funding

Current Stage
Late Stage

Leadership Team

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Chad Adams
Chief Relationship Officer
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Christine Pavlakovich
Chief People Officer
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Company data provided by crunchbase