Call Center - Member Experience Representative jobs in United States
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Wright-Patt Credit Union · 17 hours ago

Call Center - Member Experience Representative

Wright-Patt Credit Union is seeking a Member Experience Representative to deliver extraordinary service to member-owners in a fast-paced environment. The role involves responding to account inquiries, processing transactions, and proactively suggesting products to meet members' financial needs.

FinanceFinancial ServicesNon Profit

Responsibilities

Provide extraordinary member service in a fast paced, high call volume environment by being knowledgeable, engaging with members, making members feel valued, and consistently applying defined service standards. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. Actively listen to fully understand members’ needs. Accurately process members’ transactions while looking for opportunities to refer products/services that fit our members’ financial needs. Resolve escalated member concerns while achieving first call resolution expectations. (40%)
Accurately respond to member account inquiries and process transactions. Transactions include, but are not limited to: processing payments, withdrawals in the form of cashier checks, processing internal transfers and withdrawals including revolving line of credit advances, credit/debit/ATM card transactions, etc. (40%)
Proactively identify and make appropriate qualified referrals for Members that will save member’s time, money and/or provide peace of mind. Look for ways to enhance members’ relationships with WPCU by building trust and confidence. (10%)
Balance teller totals daily. (5%)
Perform miscellaneous duties such as filing, maintaining supplies, software release testing, etc. (5%)

Qualification

Customer serviceKeyboarding skillsSoftware applicationsCall center experienceRetail service experience

Required

Must have a High School Diploma or equivalent or ten (10) years equivalent work experience
Must be able to learn and apply a variety of software applications
Must have accurate keyboarding skills
Prior experience in a retail service environment

Preferred

Some post-secondary education is preferred
Some call center and member service experience is preferred

Company

Wright-Patt Credit Union

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Wright-Patt Credit Union is a not-for-profit member-owned financial institution.

Funding

Current Stage
Late Stage

Leadership Team

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Tim Mislansky
President/CEO
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Daniel Smith
Chief Financial Officer
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Company data provided by crunchbase