(On Site)Virtual Contact Center Representative

Credit Union Service Representative

To assist members and potential members with their Credit Union needs; explain and set up new services, process loan applications, respond to problems, and directs members to the appropriate people.

Knowledge and Skills:

Experience - One year to three years 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:

• Must have good listening and communication skills.
• Ability to operate general office equipment such as copier, computer, and other credit union provided equipment.
• Must be able to operate related computer software as provided by the credit union.
• Ability to generate essential reports, interpret data, and calculate ratios.
• Identify acceptable manners of personal identification for telephone security.
• Understand the basics of the Federal reserve system, check clearing process and negotiable instruments.
• Understand internal and external electronic and ACH processes.