PTM Member Representative jobs in United States
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DuPont Community Credit Union · 13 hours ago

PTM Member Representative

DuPont Community Credit Union (DCCU) is currently seeking enthusiastic and driven individuals to join our PTM team. The role involves providing exceptional member service through digital communication tools, building trusted relationships, and helping members achieve their financial goals.

BankingFinancial ServicesLending

Responsibilities

Provide exceptional member service via our PTM (Personal Teller Machine) channel; through the use of audio and video communication tools with a focus on improving the financial health of the membership
Build trusted relationships to identify opportunities and align the right products and services to meet the needs of each member
Continuously develop knowledge and skills to provide an exceptional member experience
Inform, educate, and advise members of DCCU’s products and services to increase knowledge and confidence to contribute to their financial health and well-being
Execute member requests to include transfers, withdrawals, payments, debit and credit card inquiries, direct deposit transactions, stop payments, etc
Troubleshoot and resolve issues that may arise involving the various electronic channels

Qualification

Retail sales experienceCall center experienceExceptional communication skillsTechnology aptitudeBilingual in SpanishEnglishAttention to detailTeam collaborationConfidentialityOrganizational skills

Required

A high school diploma or equivalent
A minimum of at least 2 years' retail sales and/or call center experience
Exceptional oral and written communication skills
High aptitude for technology and the ability to build connections and relationships through digital platforms
Strong attention to detail and accuracy
Experience in high volume transactions and handling multiple tasks efficiently
Ability to work effectively as a member of a team and contribute to individual, team, and department goals while promoting a positive team environment to include remaining flexible and taking initiative
Ability to maintain confidentiality of records and conversations
Ability to organize and prioritize workflow and to work in a fast-paced environment while managing large volume of transactions

Preferred

Oral and written fluency in Spanish and English

Benefits

Health insurance
Retirement plans

Company

DuPont Community Credit Union

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DuPont Community Credit Union is a financial cooperative that offers cost-effective financial solutions to its members.

Funding

Current Stage
Growth Stage

Leadership Team

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Jacob Larew
Chief Retail Officer
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Michael McAllister
Chief Lending Officer
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Company data provided by crunchbase