Member Service Representative (Call Center), Hybrid jobs in United States
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Canvas Credit Union · 12 hours ago

Member Service Representative (Call Center), Hybrid

Canvas Credit Union is dedicated to transforming financial services, focusing on providing education, support, and guidance to its members. The Member Service Representative will work in a fast-paced Communications Center, assisting members with financial products, processing transactions, and providing ethical solutions to help them afford life.

BankingFinancial ServicesNon Profit

Responsibilities

LEARN about our members and hear them and understand their situations
EDUCATE our members on the ways we can help them afford life
PROVIDE meaningful, careful, focused and ethical product solutions
PROCESS transactions like transfers and payments with courtesy and consummate professionalism
PERFORM advanced transactions like IRAs, CDs, open accounts, wire transfers, and calmly handle disputes
GROW with us by immersing in financial industry trends, products, services and technological advances
SHARE your knowledge on effective practices, competitive intelligence, and business opportunities
STAND shoulder-to-shoulder with our members and your teammates over our peaks and valleys

Qualification

Understanding financial productsProcessing financial transactionsCustomer service excellenceLeadership experienceAdaptability to changeInnovative thinkingMulti-lingual (Spanish)Team collaboration

Required

Availability to work any of the three shifts: 8am-6pm (or end of call queue) Monday-Friday, Saturday 9am-1pm, 1 day off during week Tuesday-Thursday; 7:50am-4:50pm Monday-Friday; 8:30am-5:30pm Monday-Friday
Willingness to undergo pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions)
Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
Comfortable and confident recommending and processing financial products like loans
Understanding of financial products and services, much like a Relationship Banker or Personal Banker
Ability to learn about members and understand their situations
Ability to educate members on the ways Canvas can help them afford life
Ability to provide meaningful, careful, focused and ethical product solutions
Ability to process transactions like transfers and payments with courtesy and professionalism
Ability to perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes
Ability to grow by immersing in financial industry trends, products, services and technological advances
Ability to share knowledge on effective practices, competitive intelligence, and business opportunities
Ability to work well with others, even when things don't go as planned
Ability to embrace change and seek new ways to serve members and the community
Innovative and thrives on challenges
Authentic and passionate about helping others
Enjoy learning and want a career, not just a paycheck
Demonstrated service excellence and earned recognition for performance
Holds an informal or formal leadership position at current workplace
Believes in the ability to change the world for people and is making it happen

Preferred

Multi-lingual capabilities to include Spanish is a plus!

Benefits

Medical/Dental/Vision Insurance
Paid Vacation
Paid Sick Time
Paid Holidays
Paid Wellness Day
Paid Volunteer Time
Flexible Spending Account
Health Savings Account
World Class 401(k) Plan
Tuition Reimbursement
Rate Discounts on Qualifying Loans
May be eligible for incentives or discretionary bonus based on results

Company

Canvas Credit Union

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Canvas Credit Union is an experience financial services.

Funding

Current Stage
Late Stage

Leadership Team

D
David Pierce
CIO
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S
Sara Ott
Chief Retail Officer
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Company data provided by crunchbase