MEMBER SERVICE CENTER REPRESENTATIVE

Full Time Member Service Center Solutions Specialist/Call Center

The purpose of the Member Service Center Solutions Specialist is to assist members on the phone and other electronic channels with any questions, concerns, or inquiries. Promotes a sales and service culture, by actively recommending credit union products and services to fit member individual needs. Provides superior service, supports branch growth and demonstrates understanding of compliance and credit union standards and performs member engagement through all phone and electronic channels.

Essential Functions:

• Answer member inquiries through all channels to include but not limited to: phone calls, ITMs, email, Home Banking, and other systems.
• Makes outbound calls as needed to obtain information, provide follow up, and resolve member requests.
• Provides answers, solves issues, and/or assigns appropriate team member for follow-up/resolution.
• Cross selling products and services while interacting with members and educates members on services provided to enable them to use self-serve options.
• Ability to document member interactions clearly and efficiently.
• Strive to achieve individual sales targets: in addition, participate as a team player in meeting branch cross sell and member satisfaction goals.
• Maintains knowledge of all products and services offered.
• Maintains awareness, understanding, and compliance with the Credit Unions internal policies and procedures, laws and regulations appropriate for this position.
• Fill in as needed as a Member Solutions Specialist on the teller line in branches.
• Other duties as assigned by Branch, Senior, and Executive Management.

Core Competencies and Skills:

• Excellent communication, teamwork, and interpersonal skills
• Excellent documentation skills
• Phone and Electronic correspondence etiquette
• Ability to demonstrate empathy
• Organizational and time management skills
• Being able to multi-task
• Strong financial, problem-solving and analytical skills
• Familiarity with PCs, technology and applicable software
• Bi-lingual being able to understand and communicate in both English and Spanish preferred.

Cross Valley Federal Credit Union