Member Service Representative (Call Center), Hybrid jobs in United States
cer-icon
Apply on Employer Site
company-logo

Canvas Credit Union · 14 hours ago

Member Service Representative (Call Center), Hybrid

Canvas Credit Union is dedicated to transforming financial services and is seeking a Member Service Representative to join their Communications Center. The role involves assisting members with financial products, processing transactions, and providing educational support to help members achieve their financial goals.

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
Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
Experience in understanding financial products and services, much like a Relationship Banker or Personal Banker
Comfortable and confident recommending and processing financial products like loans
Ability to learn about members and understand their situations
Ability to educate members on ways to 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
Passionate about helping others
Desire for a career, not just a paycheck
Multi-lingual capabilities to include Spanish is a plus
Conduct pre-employment background reviews

Preferred

Service excellence awards and recognition
Informal or formal leadership position at current workplace

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

twittertwittertwitter
company-logo
Canvas Credit Union is an experience financial services.

Funding

Current Stage
Late Stage

Leadership Team

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