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Contact Center Representative
BMI Federal Credit Union. Answer member inquiries received through telephone, email, or chat .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional customer service and communication skills while effectively managing multiple tasks in a fast-paced financial environment. Proficient in troubleshooting online banking issues and maintaining confidentiality in handling sensitive information.
Highest-signal resume keywords
Customer Service SkillsCommunication SkillsProblem-Solving SkillsMicrosoft Office ProficiencyKnowledge of Banking Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Troubleshooting SkillsBasic Math SkillsKnowledge of Solution-Driven Sales ProcessUnderstanding of Computer Operating SystemsExperience with Online Banking Services
Soft Skills
Interpersonal SkillsAttention to DetailTeamworkProfessional DemeanorTime Management
Tools & Technologies
Microsoft OfficeExcelGeneral Computer ProgramsGeneral Office Equipment
Industry Keywords
Bank Secrecy ActAnti Money Laundering RegulationsUSA Patriot ActOffice of Foreign Asset ControlTruth in Savings
About the role
Key responsibilities & impact- Answer member inquiries received through telephone, email, or chat
- Provide first contact via telephone or electronic messaging, respond to secure messages and online chat, process requests, resolve issues, and build rapport with members
- Handle account information, transfer requests, loan payments, withdrawals, loyalty reward usage, check orders and supplies, online banking services, stop payments, wire transfers, and penalties
- Assess situations, apply sound judgment, and use troubleshooting skills to assist members
- Introduce products and services that may help members financially
- Develop and retain broad technical and informational knowledge of Credit Union products and services
- Manage time efficiently to ensure service quality and member satisfaction
- Verify caller data to prevent disclosure of sensitive information to unauthorized individuals
- Assist with online banking access, including troubleshooting device and browser problems and errors
- Research and assist with VISA and VISA debit card problems, maintenance, disputes, and tokenization
- Research ACH issues and locate originators
- Assist managers with operational processes for opening and closing the Contact Center
- Follow up on member-related issues as needed
- Perform other related duties as assigned
Requirements
What you’ll need- High school diploma or equivalent required
- 1-3 years of experience in a financial institution customer service environment; a viable combination of experience and education will be considered
- Understand and follow BMI FCU policies/procedures complying with federal regulations including Bank Secrecy Act, Anti Money Laundering regulations, USA Patriot Act, Office of Foreign Asset Control, and Truth in Savings (National Credit Union Administration Part 707)
- Exceptional customer service skills
- Excellent communication (both verbal and written) and interpersonal skills
- Ability to balance multiple tasks and changing priorities with high attention to detail
- Strong analytical and problem-solving skills
- Ability to work effectively in a team environment
- Proficient in Microsoft Office, Excel, general computer programs, and general office equipment
- Elevated understanding of computer operating systems and browsers for online access troubleshooting
- Basic math skills
- Professional demeanor
- Ability to receive and maintain confidential information
- Knowledge of solution-driven sales process
- Must meet stated physical requirements, with or without reasonable accommodation
Benefits
Comp & perks- 401(k) Plan with Company Match
- Paid Time Off & Paid Holidays
- Medical, Dental, and Vision Insurance
- Robust Wellness Program
- Life & Disability Insurance
- Educational Assistance
- Generous Health Reimbursement Arrangement (HRA) Funds
- Employee Assistance Program (EAP)