Account Services Rep I

Starting Pay: $18.00

Position Closing Date: 11/02/2026

Role:

Answers inbound calls in an efficient and professional manner, primarily assisting callers with credit union products and services, account transactions and account related questions and/or problems. Assists co-workers in performing all departmental duties and backs up switchboard operator as needed.

Essential Functions & Responsibilities:

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Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.

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Identifies cross-sell opportunities and cross-sells services to members.

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Ensures the appropriate records are maintained and required reports are prepared.

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Assists other departments as needed.

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Maintains member account information on computer system.

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Performs other job related duties required or assigned.

Performance Measurements:

Performance Measurements are not assigned.

Knowledge and Skills:

Experience

One month to twelve months of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Good listening and telephone skills; able to operate a 10-key calculator, typewriter, and computer keyboard; able to make decisions with minimum information.

Physical Requirements

Work Environment

This Job Description is not a complete statement of all duties and responsibilities comprising the position.