Xtend · 19 hours ago
Client and Member Service Representative
Grand Rapids, MI
Contract
Onsite
Entry Level
1+ years expXtend is a Credit Union Service Organization that supports credit unions across the country. The Member Services Representative will provide exceptional customer service by assisting members through various communication channels and ensuring their needs are met efficiently.
FinanceBig DataAdvertisingMarketingAnalyticsFinancial ServicesTechnical Support
Responsibilities
Provide outstanding service by answering and triaging inbound calls from credit union members
Accurately verify caller identities and navigate credit union tools, websites, and procedures while responding promptly to web chats, emails, instant messages, and calls, documenting all interactions thoroughly and forwarding requests efficiently via trackers or email
Educate members on account details, debit and credit card concerns, and general account functionality
Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks
Qualification
Required
A high school graduate (or pursuing a diploma)
1–2 years of office or call center experience preferred
Professional, courteous, and confident on the phone
Self-motivated, organized, and capable of managing multiple tasks in a fast-paced environment
Able to make sound decisions and use good judgment when handling challenges
Discreet and able to handle confidential information appropriately
Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint)
Detail-oriented with strong accuracy in documentation
Skilled at building strong working relationships across teams and with credit union partners
Benefits
Full medical, dental, and vision coverage for you and your dependents
PTO
Generous 401k matching program
Company
Xtend
Xtend renders financial, marketing, bookkeeping, data analytics, communications, consulting, technical planning and managerial services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase