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Member Contact Center Representative, Full Time
Nuvision Federal Credit Union. Provide exemplary member service to the Credit Union via phones, e-mail, web channels, mail, and facsimile .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong member service capabilities through effective communication and problem-solving skills, with a solid understanding of financial products and services. Proficient in processing transactions accurately while achieving sales goals and maintaining confidentiality.
Highest-signal resume keywords
Member ServiceFinancial Products KnowledgeMicrosoft Office ProficiencySales Goal AchievementInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingAccount MaintenanceLoan Payment ProcessingCross-SellingOnline Banking Support
Soft Skills
Professional Verbal SkillsExcellent Follow UpEmpathyTeam PlayerOrganizational Skills
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelWebcam Operation
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Credit UnionDepository ProductsLending ProductsMember TransactionsCompliance
About the role
Key responsibilities & impact- Provide exemplary member service to the Credit Union via phones, e-mail, web channels, mail, and facsimile
- Process deposits and withdrawals
- Review account information and credit/card transactions
- Process loan payments
- Provide basic online banking support
- Support the Credit Union’s depository and lending products
- Achieve cross-sell goals established by the Credit Union
- Provide efficient and timely service to members
- Provide basic member service transactions with quality and accuracy
- Consult with members, identify needs, offer solutions, and follow up on pending transactions
- Hold meaningful conversations with members in person or over the phone
- Recommend products and services, including ancillary products
- Open new member accounts, including savings, checking, money market, trust, certificates, and IRA accounts
- Complete account cards, certificate applications and agreements, trust applications and agreements, and certificates of trust
- Perform account maintenance, including address and name changes, account setup updates, joint owner and beneficiary updates, account closures, deceased account processing, and notary services
- Identify and report suspicious behavior or suspected fraud
- Complete required training and compliance modules
- Treat co-workers and members with respect
- Support and participate in continuous improvement activities
- Represent the Credit Union positively and professionally
- Maintain confidentiality of member and other sensitive information
- Perform other related duties as assigned
Requirements
What you’ll need- 1 year retail experience with a proven track record in meeting and or exceeding service and sales goals
- Basic understanding of financial products and services
- Professional verbal skills and etiquette
- Competent computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel)
- Remote signing and ability to work and operate a webcam
- Excellent follow up
- Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
- Excellent Written skills (Email) – Grammar and Spelling
- Member service and organizational skills
- Work well with other departments – Team player
- Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
- Willingness to make a difference
- Personable and professional
- High School Diploma or equivalent
Benefits
Comp & perks- Sign-on bonus available for eligible external applicants
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement