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USF Credit Union · 2 weeks ago

Member Services Representatives I

New Tampa, Tampa, FL, US

Full-time

Hybrid

Entry Level

1+ years exp

USF Credit Union is dedicated to being a significant partner in their members' financial journeys. The Member Services Representative I will assist members with their financial needs through various communication channels, ensuring a positive member experience while meeting sales goals and handling inquiries accurately.

BankingFinancial Services

Responsibilities

Assists members and potential members with credit union general inquiries regarding accounts, online banking, products, and services. Ensures member authentication and confidentiality. Handles a broad variety of member transactions with accuracy while providing exceptional member experience

Updating member information, accessing account details, and managing account changes

Routing complex issues to appropriate departments or specialists when necessary

Meet or exceed sales goals by identifying potential sales opportunities and upselling products or services when relevant. This includes making recommendations and cross-selling additional products and services, including core account products, checking, money market, certificates, loan products, e-services, referrals etc. that deepen member relationships

Meeting call handling metrics and maintaining high member satisfaction levels

Performs other duties as assigned

Qualification

Banking/financial industry experienceMS OfficeTime ManagementCommunication skillsAnalytical skillsCustomer serviceCollaborationOrganizational skillsAttention to detail

Required

High School diploma or equivalent

At least 1 year of related experience

Excellent Time Management, Analytical and Organizational Skills, Collaboration, Passion, Innovation

A friendly, courteous, and professional attitude

Excellent spoken, written, and visual communication and presentation skills

Ability to multi-task with excellent organizational and project management skills

Working knowledge of MS Office (Word, Excel, PowerPoint)

Must be team player, self-starter, highly motivated and self-confident with the ability to work collaboratively and independently

Demonstrated strong organizational skills and exceptional attention to detail

Must enjoy working with the public and be able to effectively deal with people under adverse and stressful conditions

Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act

Preferred

Banking/financial industry experience preferred

Benefits

Competitive pay, robust incentive programs, 401k matching, Mortgage and Auto Loan discounts

4 weeks minimum paid time off work, work anniversary paid time off, 11 paid holidays and 8 hours paid volunteer time off.

Medical, Dental and vision plans with FSA option. (Employee Only Premiums for Dental and Vision are 100% Credit Union covered).

100% Credit Union Paid Short-Term and Long-Term Disability and Life Insurance

Employee Assistance Program

Undergraduate and Graduate Tuition Reimbursement

Company

USF Credit Union

At USF CU, our hiring process focuses on finding All-Stars who align with our core values of excellence, passion, innovation, community and collaboration.

Founded in 1959

Tampa, Florida, USA

201-500 employees