Teleservices Representative

Job Description

Job Description

About Us
7 17 Credit Union is committed to delivering exceptional service and building strong financial relationships with our members. We’re looking for a motivated, service-driven Teleservice Representative to join our team and support members through remote delivery channels.

Position Summary

As a Teleservice Representative , you’ll be the first point of contact for members and potential members who reach us through phone and other remote channels. You will provide accurate, efficient, and friendly service while identifying opportunities to educate and refer members to products and services that support their financial goals.

Part-Time hours for this role are typically between 32 - 36 hours/week.

This role requires strong communication skills, professionalism, and the ability to thrive in a fast-paced, member-focused environment.

Key Responsibilities

• Deliver superior member service on every call by fulfilling the member’s primary need and identifying opportunities for additional support or product referrals.
• Accurately perform member transactions, including:
• • Monetary transfers
  • Loan payoff inquiries
  • Fraud claim intake for lost/stolen cards, ACH disputes, and more
  • Account updates, IRA/CD requests, online banking support, and stop payments
  • Payroll setup and ACH/loan payment processing
• Maintain high accuracy standards in all transactions and duties.
• Meet productivity expectations in member service, referrals, and sales goals.
• Ensure proper caller identification by following prescribed security procedures.
• Exercise good judgment in waiving fees within guidelines to support positive member experiences.
• Use designated tools to document call types, submit helpdesk tickets, and relay member feedback.
• Provide routine information about Credit Union services, membership eligibility, account types, locations, hours, and supported vendors.
• Maintain strict confidentiality of member information and Credit Union business.

Qualifications

Education:

• High school diploma or equivalent required.

Experience:

• Direct sales or cross-sell/product referral experience within the last 3 years .

Skills & Competencies:

• Strong customer service mindset with patience, enthusiasm, initiative, creativity, and attention to detail.
• Excellent verbal communication; ability to handle difficult conversations professionally.
• Problem-solving, decision-making, organization, and time-management skills.
• Ability to work effectively with members and team members in a professional manner.
• Comfort with sales-focused responsibilities and identifying member needs.
• Proficiency using Windows-based systems.
• Knowledge of Credit Union services or willingness to learn quickly.
• Must be bondable.

Physical & Work Environment

• Primarily a sitting position requiring frequent speaking and use of hands.
• Occasional lifting of up to 10 lbs.
• Requires close vision and ability to adjust focus.
• Work environment is typically moderate noise with limited exposure to mechanical parts or environmental conditions.
• Limited travel may be required.

Ready to make a positive impact on members’ financial lives?
Apply today to join the 7 17 Credit Union team as a Teleservice Representative!

Join a company where your work truly matters! At 7 17 Credit Union, you'll find a purpose-driven culture, opportunities for advancement, excellent benefits, and the chance to help members achieve financial success while supporting the communities we serve.

Company Description

Join a company where your work truly matters! At 7 17 Credit Union, you'll find a purpose-driven culture, opportunities for advancement, excellent benefits, and the chance to help members achieve financial success while supporting the communities we serve.