Mid-Hudson Valley Federal Credit Union

Call Center Representative

• Assist members with Credit Union needs over the phone
• Explain products and services
• Open new accounts and process loan requests
• Respond to problems and make recommendations to satisfy member needs
• Direct members to appropriate individuals as needed
• Attain established cross-selling goals for Credit Union products and services
• Complete transactions accurately while maintaining confidentiality and complying with policies and procedures
• Handle inbound telephone requests and multimedia inquiries
• Open and close accounts and answer product and service questions
• Resolve problems within authority and refer others to a supervisor
• Identify cross-selling opportunities and promote and sell products and services
• Process loan requests and answer loan-related questions
• Research and solve lending problems; provide information on rates, terms, and financing alternatives
• Promote and educate members about debt protection products
• Assist members with Home Banking products
• Respond daily to Home Banking vendor and website emails
• Accept domestic wire transfer information, perform OFAC inquiries, complete verification, and obtain authorizations before submission to Accounting
• Maintain service standards, productivity, quality, attendance, confidentiality, and performance metrics

Explore Contact Center Advisor at Mid-Hudson Valley Federal Credit…. Review requirements and application details.