Member Support Center Agent

Job Title

At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being.

Schedule: Generally, 40 hours per week consisting of a variable schedule Monday – Friday (8:00AM – 6:00PM) and Saturdays (8:30AM – 1:00PM). This position is eligible for a hybrid work arrangement with a combination of in office and remote days upon completion of in-office training period.

Pay Range: $19.03 - $24.50 per hour commensurate with experience

Primary Functions

Assist members with savings products and services. Perform a variety of duties promoting and selling all Credit Union (COFCU) services to new and existing members.

Duties and Responsibilities

• Answer incoming phone calls, handling member withdrawals, transfers, and inquiries in an efficient and professional manner.
• Support COFCU's basic savings products, services, and policies.
• Open new accounts following the procedures, policies, and guidelines for the applicable account type.
• Perform BSA compliance duties as required in the Credit Union BSA Policy.
• Promote and cross-sell all credit union products and services; encourage new credit union membership.
• Provide basic information and counseling to members on COFCU savings and loan products, services, and policies.
• Achieve stated goals as part of the MSC Goals Plan by making referrals to appropriate MSC Relationship Specialist, Lending Specialists, and affiliated professionals.
• Travel to any branches, including satellite offices, to represent the credit union, as needed.
• Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means.
• Adhere to all applicable credit union policies, procedures, and regulations.
• Maintain community involvement and participate in special projects, as needed.
• Perform other duties as requested or assigned.

Requirements

Education: High School diploma required

Experience: One to twelve months experience in a customer service department of a credit union or financial institution, or related experience

Skills: Ability to make decisions and do detailed work; ability to work efficiently and accurately in a fast-paced environment; skilled in the use of general office machines and computers; ability to sell, cross-sell and interact professionally on the telephone and through electronic means; basic PC skills in Microsoft Word/Outlook.

Traits: Capacity to work well with others, dependability, flexibility, initiative, resourcefulness, confidentiality, professionalism