Member Service Representative I jobs in United States
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Orion Financial · 22 hours ago

Member Service Representative I

Orion Financial is a credit union that provides a range of financial services. They are seeking a Member Service Representative I to deliver excellent member service by resolving issues and providing information on member accounts through phone channels.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Consistently provide excellent member service within a multi-channel environment
Answer both general and specific service-related information concerning credit union products and services
Handle member issues and complaints, collaborating on solutions with contact center supervisor or team lead when appropriate
Handle various transaction requests from members including but not limited to, shares to loan payments, share withdrawals, check orders, share certificates, line of credit advances, payroll deduction, direct deposit, credit card and ATM cards
Assist members with online and mobile banking related inquiries including online banking access, password reset, digital channel troubleshooting and bill payment inquires
Ensure fraud prevention processes are followed without exception, with an understanding of when to escalate member issues for various fraud processes (release/deny check holds, mobile deposit approve/deny, excessive transfer requests, etc.)
Stay up to date with comprehensive knowledge on all relevant credit union products and services
Comply with current credit union and contact center policies and procedures, and all regulatory compliance guidelines
Meet or exceed departmental goals and objectives, including service and availability requirements
Other related duties as assigned

Qualification

Member serviceVerbal communicationWritten communicationPC proficiencyCritical thinkingDe-escalation skillsTyping speedBilingual abilityAttention to detailTeam player

Required

High school diploma or GED required
2+ years banking experience and/or contact center experience required
Must be able to operate a soft phone and headset system
PC Proficiency in Desktop and Smartphone devices as well as MS Office Suite software
Excellent verbal and written communication skills
Critical thinking/problem solving ability
Strong attention to detail and organization
Ability to de-escalate member concerns professionally
Ability to work independently and as a team player
Ability to accurately type 40 words per minute
Friendly, patient, and calm under pressure

Preferred

Bilingual ability a plus

Company

Orion Financial

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Founded in 1957, Orion Financial is the largest credit union in the Mid-South, serving 70,000 customers with over $1.2 billion in assets.

Funding

Current Stage
Growth Stage
Total Funding
$2.48M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M

Leadership Team

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Ashley McDurmon
President and Chief Executive Officer
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Thomas Holmes
Senior Vice President of Marketing
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Company data provided by crunchbase