Responsible for handling member service calls in a prompt and courteous manner. Resolves member questions and problems regarding account statements, loans, payments, transfers, interest rates, investment certificates and new accounts. Performs limited research functions as needed. Cross-sells Credit Union services and supports all functions within the Call Center Department.
1. Assumes responsibility for the effective and professional performance of member service functions.
a. Receives member telephone questions and concerns in a professional manner. Researches and resolves concerns promptly and professionally.
b. Provides information to members on accounts, payments, interest rates, blue book estimates, loan options, savings investment programs, mortgage payments, stop payments, and credit bureau ratings, etc.
c. Provides courtesy rebates requested by Branches or members, within limits.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Receives member calls, questions, and complaints. Resolves member requests and questions promptly and courteously.
b. Keeps members informed of Credit Union services and policies.
c. Maintains and projects the Credit Union's quality reputation.
3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and Management.
a. Assists area personnel as needed.
b. Communicates with area personnel and Management regarding activities and significant problems.
c. Completes required stats and records accurately and promptly.
d. Attends and participates in meetings as required.
4. Assumes responsibility for related duties as required or assigned.
a. Actively and professionally cross-sells Credit Union products and services.
b. Keeps work area clean and well-maintained.
c. Assists area personnel as necessary.
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