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Nuvision Federal Credit Union · 1 month ago

Call Center - Member Contact Center Rep 1- Part Time - Remote (AK, AZ, NV, TX, WA, WY)

United States

Full-time, Part-time

Remote

Entry Level

$20/hr - $29.17/hr

1+ years exp

Nuvision Federal Credit Union is dedicated to providing exemplary service to its members and is seeking a Member Contact Center Representative I. This role involves assisting members through various communication channels, processing transactions, and maintaining confidentiality while ensuring a positive service experience.

Banking

No H1B

Responsibilities

Responsible for providing efficient and timely service to the membership via phone, mail, facsimile, as applicable

Provides basic member service transactions, with quality and accuracy

Consults with members

Identifies needs, offers solutions, and follows up on any pending transactions

Holds conversations that matter with members either in person or over the phone

Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members

Performs various duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust

Recommends other products and services as appropriate from having conversations that matter with members

Performs a wide variety of account maintenance including but not limited to changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services

Identifies and reports any suspicious behavior or suspected fraud activity

Completes all required training and compliance modules

Treats all co-workers and members with respect

Supports and participates in continuous improvement activities

Represents the Credit Union in a positive and professional manner

Maintains member and other sensitive information with confidentiality

Other related duties as assigned

Qualification

Member service experienceFinancial products knowledgeMicrosoft applications proficiencyProfessional verbal skillsInterpersonal skillsFollow upEmpathetic natureWritten skillsOrganizational skillsTeam player

Required

1 year retail experience with a proven track record in meeting and or exceeding service and sales goals

Basic understanding of financial products and services

Professional verbal skills and etiquette

Competent computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel), remote signing and ability to work and operate a webcam

Excellent follow up

Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs

Excellent Written skills (Email) – Grammar and Spelling

Member service and organizational skills

Work well with other departments – Team player

Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature

Willingness to make a difference

Personable and professional

High School Diploma or equivalent