Contact Center Representative jobs in United States
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R.I.A. Federal Credit Union · 10 hours ago

Contact Center Representative

R.I.A. Federal Credit Union is focused on improving the financial well-being of its members through the role of Contact Center Representative. This position involves building relationships, maintaining integrity, and taking action to assist members with their financial needs.

BankingFinancial ServicesNon Profit

Responsibilities

Learn and Educate: The Service Team must maintain high levels of product/service knowledge so in turn they can educate members and prospective members on R.I.A.s products and services. Our Service Team is expected to maintain a high level of knowledge and attend continuing education as required
Interact: The Service Team interacts with members and prospective members specific to deposit and loan accounts. Since these interactions can be over the phone/chat/text; creating a pleasant experience for R.I.A. members is vital. Our Service Team must also maintain on-going communication with supervisor and fellow employees in a professional and courteous way. Attend meetings as required
Perform: The Service Team will perform banking transactions including but not limited to loan payments, transfers, changes to accounts, complete and return deposit verification and credit inquiries and various other financial transactions. Assist in routine member service functions such as blue book prices, stop payments, statements, copies, etc. Our Service Team also assists in filing confidential documents, statement problems, discrepancies, and member complaints
Uncover and Refer: As a not-for-profit financial institution, we have a responsibility to uncover opportunities to improve the financial well-being of those with whom we interact. The most important characteristic of a successful Service Team member is the ability to find these opportunities and convert them into success for our members. Should opportunities arise to help a member with an additional product or service, the Service Team member should refer this to the respective teams to act
Compliance: A strong understanding and adherence to Philosophies/Laws/ Policies/Procedures is a requirement for success as a Service Team member at R.I.A. Federal Credit Union. Maintain and enforce maximum security over valuables on hand and premises according to security rules/philosophies/policies/laws/procedures. Follow safety and security rules/philosophies/policies /laws/procedures. Ensuring that all information and transactions regarding members, co-workers and other credit union business are kept confidential. Protect and respect credit union equipment, property and supplies. Maintain the security of your work area and keep it organized and neat in appearance

Qualification

Customer ServiceFinancial AcumenAnalytical SkillsConfidentialityDependableAttention to DetailCommunication SkillsTeamworkProblem Solving

Required

High School graduate or GED, required
Experience in customer service, banking, and electronics, preferred

Preferred

Two years secondary education in related field or equivalent work experience, preferred

Company

R.I.A. Federal Credit Union

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R.I.A. Federal Credit Union offers banking and financial solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Watts
President and CEO
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Brad Randolph
Chief Technology Officer
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Company data provided by crunchbase