Five Star Credit Union ยท 21 hours ago
Member Care Advocate 1
Five Star Credit Union is committed to providing outstanding service to its members. The Member Care Advocate I is responsible for handling member service calls, resolving inquiries related to accounts, and promoting credit union products and services.
BankingFinancial ServicesNon Profit
Responsibilities
Assumes responsibility for the effective and professional completion of Call Center Representative functions
Receives member telephone questions and complaints in a professional manner
Completes research and resolves documentation and posting errors or discrepancies
Provides general information to members on Credit Union policies, procedures, and programs
Provides basic information to members on accounts, orders, payments, products, and services
Performs basic maintenance functions on accounts
Maintains and protects the Credit Union's professional reputation
Assist members with electronic serves
Cross-sells appropriate products and services
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends and participates in meetings as required
Assumes responsibility for related duties as required or assigned
Assists other departments as necessary
Performs related clerical duties as needed
Keeps work area clean, secure, and well maintained
Actively and professionally cross sells Credit Union products and services
Completes weekly Call Center statistical reports
Qualification
Required
High school graduate or equivalent
Excellent communication and public relations skills
Ability to work well under pressure in a team environment
Excellent computer skills
Solid math skills and bookkeeping abilities
Ability to take 75+ incoming calls daily
Strong work ethics and Core Values must be always exercised
Preferred
Knowledge of financial industry preferred
At least 1-3 years of experience in customer service and call center preferred or relevant work experience
Company
Five Star Credit Union
Five Star Credit Union is a not-for-profit financial institution.
Funding
Current Stage
Growth StageRecent News
American Banker
2023-08-28
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