Neighbors Federal Credit Union · 1 day ago
Contact Center Representative
Neighbors Federal Credit Union is seeking a Contact Center Representative to provide superior assistance to members primarily by phone. The role involves handling member inquiries, resolving account issues, and promoting a sales and service culture.
Financial Services
Responsibilities
Provide information to members regarding credit union products and services via phone, determine nature of business, handle request(s), or refer to appropriate department
Represent the credit union to members in a courteous, professional manner
Provide assistance by phone with member transactions and resolve account issues accurately and efficiently. Ensure service provided is prompt, and professional
Assist members with account transactions, updates and changes
Resolve account issues and handle member complaints accurately and efficiently
Process check orders, stop payments, loan payments, and wire transfers
Support a sales and service culture by making product and service recommendations based on members’ individual needs
Assist members with share certificates, disability claims, and IRA’s
Provide responses to all member inquiries by clarifying requested information and providing an applicable solution
Resolve problems by clarifying issues, researching and exploring answers and alternative solutions; implementing solutions and/or escalating unresolved problems
Assist members in setting up new accounts and in making changes to existing accounts
Attain and maintain knowledge of all credit union products and services to support cross-selling to all members
Maintain working knowledge of all online service offerings including, Online Banking, Bill Pay, and Mobile Banking
Maintain knowledge of and comply with Bank Secrecy Act as it relates to this position
Perform other duties and responsibilities as required or assigned
Qualification
Required
High school diploma or equivalent required
Ability to read and write
Ability to count and deal with numbers and details effectively
Ability to deal effectively with people at all levels, orally, in writing, or by phone
Ability to effectively and efficiently communicate at all levels, orally, in writing, and by phone
Ability to learn, apply and communicate knowledge of credit union products, and services, policies, and procedures
Ability to input and retrieve data from computer
Ability to analyze situations related to position in order to make sound decisions
Ability to adapt well to a fast-paced and changing environment
Ability to type accurately
Ability to use and learn office machines (i.e., copier, fax, terminals)
Excellent organizational skills
Exceptional interpersonal, written and oral communication skills
Excellent member service skills
Ability to work well within a team or work independently with little or no supervision
Ability to compose letters and memorandum
Proficient Microsoft Office skills
Preferred
Two years' call center experience or previous financial institution experience in a credit union or other financial institution
Company
Neighbors Federal Credit Union
Neighbors Federal Credit Union is a credit union offering consumer and business services to anyone who lives, works, or worships.
Funding
Current Stage
Growth StageRecent News
Bank Automation News
2025-02-13
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