Apply on Employer Site

CASE Credit Union · 1 week ago

Contact Center Specialist

Lansing,MI,US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

CASE Credit Union is dedicated to providing superior member service, and they are seeking a Contact Center Specialist to assist members over the phone. The role involves resolving member issues, providing information about services, and cross-selling Credit Union products.

ConsultingFinancial Services

Responsibilities

Assumes responsibility for the effective and professional completion of Contact Center Representative functions

Provides detailed information to members on Credit Union policies, procedures, and programs

Provides detailed information to members on accounts, payments, interest rates, blue book estimates, loan options, and savings programs

Performs account maintenance functions and automatic transfers for loan payments

Presents and explains Credit Union services and products to members and assists in meeting their financial needs

Opens and closes accounts

Orders checks for members' accounts

Receives payroll deduction and authorization forms

Answers questions and solves problems for members by listening to problems, collecting data, and reporting results to the inquiring member

Receives and directs members and telephone calls

Responds to inquiries and questions if possible or directs them as necessary

Records and relays messages

Performs address changes, name changes, suffix type changes as needed

Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, and other related services

Maintains and projects the Credit Union's professional reputation

Maintains privacy of member account information

Actively cross-sells Credit Union products and services

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management

Completes weekly Contact Center statistical reports

Keeps supervisor informed of area activities and significant problems

Completes required reports and records accurately and promptly

Attends and participates in meetings as required

Assumes responsibility for related duties as required or assigned

Assists other departments as necessary

Performs related clerical duties as needed

Assists in verifying accounts, copying checks, and mailing correspondence

Keeps work area clean, secure, and well maintained

Actively and professionally cross sells Credit Union services

Qualification

Computer applicationsFinancial institution knowledgeProfessional appearanceMath skillsTyping skillsCommunication skills

Required

High school graduate or equivalent

Basic understanding of financial institution operations

Good communication skills

Professional appearance, dress, and attitude

Good math skills

Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone

Good typing skills