Member Contact Service Specialist jobs in United States
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Community First Credit Union | Wisconsin · 22 hours ago

Member Contact Service Specialist

Community First Credit Union is focused on providing personal service to its members. As a Member Contact Service Specialist, you will deliver exceptional service over the phone, process transactions, and provide education to enhance member relationships.

FinanceFinancial ServicesRisk ManagementWealth Management
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Culture & Values

Responsibilities

Provide exceptional, WOW service over the phone to our internal and external members using multiple software systems to support that relationship
Maintain CFCU service level expectations and consistent call quality while handling a high volume of calls
Explain features and benefits of all credit union products and services; recommend products and services to members as appropriate
Process share withdrawal requests, fund transfers, pre-authorized credit line advances, outgoing wires, check orders, certificate renewals, and opening of savings sub-shares
Provide account information related to balances, check clearings, deposits, postings, and statements
Process, record, and follow up on ACH, payroll distribution requests, and TDs
Provide online banking and bill payer set-up, support, and problem-resolution for members and branch staff

Qualification

Financial services experienceWeb-based software proficiencyMulti-taskingVerbal communicationCustomer service mindsetOrganizational skillsProblem-solving

Required

A high school diploma or equivalent; Associate's degree in banking or finance is a plus
Two years of experience in financial services or a call center environment
Exceptional verbal communication skills, as well as advanced ability to multi-task, prioritize, stay organized, and follow up
Strong knowledge and experience of web-based software programs
Commitment to member service and a passion for seeking solutions
The ability to work hard, find solutions and have fun

Company

Community First Credit Union | Wisconsin

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Community First isn’t just a name – it’s a promise. Driven by the power of ‘people helping people,’ we’ve come a long way since our humble beginnings.

Funding

Current Stage
Late Stage

Leadership Team

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Catherine Tierney
President/CEO
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Chad Bostick
Chief Financial Officer
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Company data provided by crunchbase