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Apple Federal Credit Union · 1 day ago

Lynchburg Contact Center Support Services Representative I

Lynchburg, Lynchburg, VA, US

Full-time

Onsite

Entry Level

1+ years exp

Apple Federal Credit Union has expanded to Lynchburg, opening an on-site call center to support their existing team. They are seeking Contact Center Support Services Representatives to assist members with inquiries and transactions while providing exceptional service.

BankingFinanceFinancial Services

Responsibilities

Represents the credit union to the member by telephone in a courteous, professional manner. Provides prompt, efficient and accurate service in the processing of all transactions, such as withdrawals, transfer of funds, requests for account information, etc

Provides information to members via telephone on loan options, rates, terms and collateral requirements. Informs members of necessary information required to complete loan applications. Completes loan requests by telephone and prepares for review by Loan Officer. Prepares loan documentation for approved loans in accordance with established procedures. Processes approved loans, reviews documentation and inputs information

Receives and handles all calls regarding member accounts. Provides accurate information to members regarding credit union services, products, policies and procedures. Advises members of federal regulations applicable to these policies and procedures. Resolves member complaints and errors

Opens new accounts, explaining options such as single and joint ownership for savings and checking, gathers required information and prepares necessary paperwork for members to process new account

Cross sells credit union products and services to members