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Virtual Branch Service Representative – Call Center
KEMBA Financial Credit Union. Provide sales and service support for member-based business .
About the role
Key responsibilities & impact- Provide sales and service support for member-based business
- Professionally service member activity associated with loan and deposit services
- Provide accurate information about products, services, and member accounts
- Open new membership and deposit accounts
- Document, research, resolve, or escalate member issues
- Cross-sell alternative or additional services suited to member needs
- Provide basic financial services advice promoting members’ financial well-being
- Support MSRs and lending staff with sales initiatives and member service
- Act as liaison for MSRs and lending staff as needed
- Meet or exceed service and productivity goals
- Maintain current status of sales support and processing activity and report routinely to management
- Perform duties in compliance with KEMBA policies and procedures
- Develop understanding of credit union history, philosophy, organization, policies, and procedures
- Improve competency through training and certification on established educational programs
- Perform other duties as required by management
Requirements
What you’ll need- High school diploma or equivalent education and experience
- Prior experience in a customer service role
- Strong organizational skills and attention to detail
- High degree of accuracy and speed
- Professional demeanor and ability to be “On Stage” for extended periods while maintaining a positive attitude
- Effective verbal and written communication skills
- Ability to adapt quickly to changes in pace or workload
- Prior experience in a financial/banking institution (desired)