The Call Center Member Services Representative is responsible for receiving incoming calls in a prompt and polite manner; providing high quality service to California Credit Union members. Responsibilities include responding to product, operations, and policy inquiries. Resolve complaints in an accurate, timely and professional manner, with the highest level of integrity and service.
Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions. Offers and cross-sells Credit Union products and services to meet member needs. Effectively responds to member’s questions and/or concerns. Follow procedures pertaining to specific requests such as, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts. Maintain a working knowledge and understanding of all audit and compliance regulations.
Performs other duties as assigned.
High School Diploma or equivalent.
12 – 18 months of customer service and/or call center experience in a credit union or similar financial institution.
Ability to work with minimal supervision to accomplish tasks.
Ability to take ownership of responsibilities and follow-up in a timely manner.
Excellent verbal and written communication skills.
Basic computer skills.