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Advancial Federal Credit Union · 1 day ago

Member Service Representative III

Edmond, OK

Full-time

Onsite

Entry, Mid Level

$20/hr - $25/hr

1+ years exp

Advancial Federal Credit Union is recognized as one of USA TODAY's Top Workplaces and has been awarded the Best and Brightest Companies to Work For for 8 consecutive years. The Member Service Representative III role involves assisting members with their credit union needs through high-volume inbound calls, processing transactions, and promoting credit union products while maintaining a positive and professional atmosphere.

BankingCredit CardsFinancial Services

Growth Opportunities

Responsibilities

Handle high-volume inbound calls (60-70 daily), assisting members with account inquiries, transactions, and maintenance

Process payments, transfers, stop payments, wires, check orders, and account changes; verify identity and resolve issues

Troubleshoot online banking and support debit/credit cards, fraud, and bill pay

Open and service new accounts (checking, CDs, money markets, IRAs); verify eligibility via ChexSystems and OFAC, partnering with BSA as needed

Maintain professional phone etiquette while meeting call metrics, including hold times and call abandonment

Promote credit union products through effective cross-selling and referrals, including checking, loans, mortgage, and investment services

Utilize CRM daily to manage leads, referrals, and member data while maximizing service opportunities

Qualification

Banking experienceCall center experienceMicrosoft WordMicrosoft ExcelCRM softwareSales goals achievementMulti-taskingProblem solvingPositive attitudeEffective communication

Required

Associate's degree (A.A.) or equivalent from two-year College or technical school; and one year of banking or call center experience or equivalent combination of education and experience

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

Ability to carry out instructions furnished in written, oral, or diagram form. Ability to solve problems involving several concrete variables in standardized situations

Responsible for achieving personal sales and service goals

Maintain a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy

Manage a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc

Benefits

Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO - free for you and your loved ones (you just pay taxes)

Retire with Confidence: We contribute to your 401k. It's our way of helping you build the future you deserve

Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries

Invest in Your Future: We'll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals

Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses - because we know life doesn't always go according to plan

Company

Advancial Federal Credit Union

With over $2 billion in assets and 85 years of experience, Advancial is a full-service financial institution providing personal, convenient and innovative financial services to individuals and select group partners.

Founded in 1937

Dallas, Texas, USA

201-500 employees