Member Service Specialist (Call Center) jobs in United States
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Northwest Federal Credit Union · 13 hours ago

Member Service Specialist (Call Center)

Northwest Federal Credit Union is seeking a Member Service Specialist to work in their Member Service Center. This role involves handling member inquiries and transactions, providing support to enhance member relationships, and ensuring compliance with operational policies.

BankingCreditFinancial Services

Responsibilities

Handle member customer service needs while meeting key performance metrics, including call handle time, call quality, and after call work
Accurately and efficiently process a variety of transactions, including payments, transfers, opening of additional new accounts, assisting with online and mobile banking, etc
Pro-actively identify financial opportunities for the member utilizing the fundamentals of the Member Advantage, working cooperatively with appropriate business partners
Support the member service center in achieving member’s retention, acquisition and growth goals
Promote the credit union & membership growth through community involvement
Maintain a professional manner to build member confidence and trust
Adhere to all procedures stated in the Credit Union's MSR policy and procedures
Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets
Positively demonstrate teamwork by pro-actively assisting other colleagues when needed as well as actively participating and contributing during team meetings
Recognize an act on referral opportunities to other lines of business within the Credit Union
In order to assist the member services team, additional duties may be assigned as needed
Pro-actively reach out to existing members by participating in branch sales promotions
Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)

Qualification

Customer serviceSpanish proficiencyAttention to detailSelf-starterTeamwork

Required

High School diploma or GED; college degree preferred
Minimum 2 years' customer service experience
Demonstrated strong attention to detail
Ability to work independently with minimal direct management supervision
Demonstrated initiative and resourcefulness as a self-starter
Must have the ability to work on-site in the Herndon, VA office during the initial training period
Ability to work Monday - Friday from 10:30am - 7pm & a Saturday rotation

Preferred

Customer service experience, with banking, credit union, or call center experience
Spanish proficiency

Benefits

Medical, dental and vision plans for you and your family
4 weeks paid vacation
12 paid holidays
24 hours of paid volunteer time
Parental leave
Company paid disability and life insurance
Generous 401(k) plan with up to 7% employer match

Company

Northwest Federal Credit Union

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Northwest Federal Credit Union deals with financial and consulting services.

Funding

Current Stage
Late Stage

Leadership Team

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Dennis Holthaus
SVP/CFO
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Jean M. Cain, MA, SPHR, SHRM-SPC
Senior Vice President and Chief HR Officer
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Company data provided by crunchbase