Telephone Service Representative jobs in United States
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Southland Credit Union · 1 month ago

Telephone Service Representative

Southland Credit Union is a progressive, family-oriented organization looking for a Telephone Service Representative. This role involves delivering exceptional member service by assisting with financial needs, resolving issues, and cross-selling products and services.

Financial Services
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Comp. & Benefits

Responsibilities

Delivers a broad range of assistance to members via incoming telephone calls, to include but not limited to: general information, explain products and services, problem resolution, answer inquiries, and direct members to appropriate department or person accordingly
Prepare and process transaction requests, to include but not limited to: transfers, share withdrawals, deposits, charge fees, reverse fees, loan payments, loan applications, and stop payments on a variety of check types
Perform necessary file maintenance to include but not limited to: set up account records on products and services, address/phone number changes, ATM/Debit cards, Quickline/eBranch preferences, comments, notes, warnings/flags, check holds, IRA IRS records, EFT records, auto transfer records, and tracking records, etc
Performs other duties as may be deemed necessary for the effective and efficient function of the Department or Credit Union and other duties as assigned

Qualification

Banking experience10-key calculatorComputer proficiencyInterpersonal skillsHigh school education

Required

Direct experience in a credit union or a banking industry Call Center environment
A minimum of six months to two years of similar or related experience in a banking or credit union institution
A high school education or GED
Ability to motivate or influence others with a significant level of diplomacy and trust
Able to operate a 10-key calculator, typewriter, and computer keyboard

Company

Southland Credit Union

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SOUTHLAND CREDIT is a union which provides Consumer Loans, Mortgage Loans, Checking, Savings, Eservices and Investments services.

Funding

Current Stage
Growth Stage

Leadership Team

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Curt Bannock
CIO
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Company data provided by crunchbase