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Cornerstone Financial Credit Union · 5 days ago

Call Center Rep- Credit Union (Hybrid Position)

Nashville,TN,US

Full-time

Hybrid

Mid Level

3+ years exp

Cornerstone Financial Credit Union is a positive and fun place to work, serving over 45,000 members in the Nashville area. They are seeking a Call Center Representative to handle account inquiries, process transactions, and promote credit union products and services in a professional manner.

Financial ServicesInsuranceLending

Responsibilities

Provides a professional and friendly environment for members to conduct business over the telephone

Processes members' various financial transactions such as wire transfers, cash advances, loan payments, and payment authorizations

Responsible for accurately identifying members prior to providing account information or performing requested transactions

Reviews online memberships and conducts telephone loan interviews and completes loan applications

Provides information on auto, boat, and recreational vehicle values

Maintains detailed knowledge of all credit union fees, rates, products, current promotions, and procedures for conducting loan interviews and completing loan applications

Posts all member transactions and uses other computer software to access member information and assist with additional services as needed

Prepares teller checks and loan add-on advances

Effectively cross sells the benefits of all CFCU products and services to members

Closes accounts as requested in writing by mail. Uses Sales and Service Training skills to retain accounts whenever possible

Answers email requests and performs account research using various programs and communication with various departments

Resolves member complaints within authority with care and concern

Understands and complies with all applicable laws and regulations, including Reg B, Reg E, Reg Z, Reg CC, Reg DD and the Fair Credit Reporting Act

Assists in training new Call Center employees

Processes daily reports such as online check disbursements and bill pay maintenance requests

Understands and adheres to all security policies and procedures, and all other credit union policies

Maintains member information in confidence

Processes requests such as ACH authorizations, stop payments, contact information changes, etc

Processes returned mail following proper procedures

Provides back-up for ITM Associate

Performs other duties as requested

Qualification

Financial institution experienceLoan processing experienceCustomer service skillsPersonal computer experienceVerbal communication skillsProblem-solving skillsTeam player

Required

Minimum of a high school diploma or GED

Personal computer experience is required

Excellent verbal and audio communication skills are needed to serve the members effectively

The physical and mental stamina to withstand periods of high stress

Good independent judgement is very important, as well as initiative and problem-solving skills

Accuracy is primarily self-monitored

A 'people-oriented' personality, with a caring, friendly, and sincere attitude, is an absolute requirement

Pleasant telephone manners and a clear speaking voice are required

Company loyalty, a positive attitude, and dependability should be demonstrated in this position

Must be able to function as a team player, effectively communicate in a professional manner, and cooperate with co-workers, members, and business associates

Preferred

College or some post-secondary education is preferred

At least three years of financial institution experience in Teller/Universal Associate or customer service-related work is preferred, along with extensive public contact

Loan processing experience is desired

Specialized financial services training is also desired