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Envista Federal Credit Union · 1 day ago

Contact Center-Virtual Communications Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

Envista Credit Union is seeking a Contact Center-Virtual Communications Specialist to assist members and potential members with their financial service needs over the phone. The role involves problem-solving, upholding member service standards, and recommending appropriate financial products to enhance the member’s banking experience.

Financial Services

Responsibilities

Assist members and potential members with their financial service needs, identify and cross sell products and services beneficial to members, answer questions about products and services and resolve problems that are within their scope authority. Refer problems that are beyond their authority to their Manager or appropriate department, along with their recommendations

Ensure member and account information is correctly entered into data system, process documentation as necessary, provide required information to Branch staff for disbursement in a timely fashion; follow up to ensure all aspects of the transaction have been correctly and satisfactorily completed

Act as liaison between members and other departments

Assure that appropriate records and documentation are correct and well maintained

Perform other related duties as assigned