Customer Service Representative - Credit Union

A bit about us:

Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.

Why join us?

Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services. No weekends.

Job Details

We are seeking a highly motivated and detail-oriented Customer Service Representative to join our dynamic Credit Union team in the Accounting and Finance industry. This role demands a unique blend of customer service skills, banking knowledge, and financial expertise.

The successful candidate will be responsible for handling inbound calls, maintaining accounts, and cross-selling our services to meet our customers' needs. With a keen eye for detail, you will be entrusted with cash handling and ensuring all transactions are accurate and timely. This is a fantastic opportunity to be part of a fast-paced, customer-focused team in a thriving credit union.

Responsibilities

1. Provide exceptional customer service by responding to all inbound calls in a timely and professional manner.
2. Utilize your keen understanding of our products and services to cross-sell to existing and potential customers.
3. Handle account maintenance tasks, ensuring all customer accounts are up-to-date and accurate.
4. Demonstrate your cash handling abilities by processing transactions accurately and efficiently.
5. Use your knowledge of Symitar software to manage customer data and transactions.
6. Deliver a consistent and professional level of service within a call center environment.
7. Work collaboratively with other team members to achieve shared goals and objectives.
8. Resolve customer issues and inquiries quickly and effectively, ensuring customer satisfaction at all times.
9. Continually update your knowledge of banking regulations and credit union policies to ensure compliance.
10. Provide feedback on customer interactions and issues to help improve our service delivery.

Qualifications

1. Minimum of 1 years of experience in a customer service role within the banking or finance industry.
2. Proven experience with Symitar software is highly desirable.
3. Strong customer service skills with a commitment to delivering high-quality service.
4. Prior experience in a teller, customer service and/or call center environment, handling inbound calls.
5. Demonstrated ability in account maintenance and cash handling.
6. Excellent cross-selling abilities, with a strong understanding of banking products and services.
7. Detail-oriented with a high level of accuracy in all tasks.
8. Strong communication and interpersonal skills, with the ability to build relationships with customers.
9. Sound knowledge of banking regulations and credit union policies.
10. Ability to work well in a fast-paced, team-oriented environment.

If you are a passionate customer service professional with a strong background in the banking or finance industry, we would love to hear from you. This role is your opportunity to make a real impact in a credit union that values hard work, dedication, and the exceptional service we provide to our customers.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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