Apply on Employer Site

SchoolsFirst Federal Credit Union · 18 hours ago

Service Delivery Representative III

Riverside, CA

Full-time

Onsite

Mid Level

$24.20/hr - $35.09/hr

3+ years exp

SchoolsFirst Federal Credit Union is dedicated to providing exceptional service to its members. The Service Delivery Representative III role involves delivering world-class personal member service through various contact channels while assisting with operational support and training team members.

Finance

Comp. & Benefits

Responsibilities

Serves the Membership through multiple contact channels (telephone, secured messaging or online chat) by providing World Class Personal Member Service on every contact, while completing transactions or providing information on Credit Union products and services

Assists the department by completing projects and reports

Provides suggestions for streamlining department and credit union operations

Provides assistance on escalation queue, serving as a role model to all team members

Assists the department with the training of new and existing team members and serves as a role model

Works with minimal supervision, using intermediate problem solving skills and judgment

Advocate for our Members and escalates issues as appropriate and/or solicit help as needed

Works with other departments to resolve and address Members concerns

Delivers World Class Personal Member Service professionally and efficiently, while contributing to department goals on Quality Control and Contact Center service objectives

Maintains confidentiality of credit union and Member records

Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc

Informs Members of credit union promotions and/or new products and services

Performs research on accounts, identifying and completing Member corrections, and following through to resolution

Provides consultative services to Members regarding credit union products and services by assessing the Member's needs and addressing their concerns by gaining agreement

Provides expertise support on multiple advanced queues, such as loans, retirement, and e- services queues

Demonstrates empathy to our Member’s needs on each and every Member interaction

Monitors and engages in social media interactions with Members and non-Members

Performs other duties as assigned

Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties

Qualification

Member ServiceProblem SolvingCredit Union ExperienceOperational SupportTeam TrainingEmpathyCommunication Skills

Required

High School Diploma or GED required

3-5 years of previous related experience required

Preferred

Credit union/financial institution experience preferred

Company

SchoolsFirst Federal Credit Union

Glassdoor3.7

Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

Founded in 1934

Tustin, California, USA

1001-5000 employees