Client Service Representative

Job Description

Job Description

Description:

Join our team as a Client Service Representative , where you’ll be the first point of contact for credit unions needing support. If you enjoy helping others, solving problems, and working in a collaborative environment, this role is a great fit!

*This is a Full-Time position working 9:00am-6:00pm, Monday through Friday.

What You’ll Do

• Respond to incoming client calls and provide software support
• Research issues and offer effective solutions
• Escalate cases to the appropriate team when needed
• Document software concerns and contribute to team goals
• Continue growing your skills and knowledge
• Provide occasional on-site training or support as needed

What You Bring

• High school diploma/GED + 1–2 years of admin or customer service experience
• Strong communication, organization, and multitasking skills
• Proficiency in Microsoft Office and excellent typing/phone skills
• Ability to work independently and handle confidential information
• Strong attention to detail and a positive, client-focused mindset
• Valid driver’s license and willingness to travel occasionally

Why You’ll Love Working With Us

• Supportive, team-oriented culture
• Opportunities to grow your skills
• A meaningful role supporting credit unions and their communities
• Work with cutting-edge technology in a growing organization

What is CU*Answers?

CU*Answers is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a full suite of integrated solutions to these credit unions that allow them to serve their members. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!

Requirements:

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

CU*Answers operates in a professional office building setting. Some job assignments at CU*Answers are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. CU*Answers is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

NOTICE

This job description is not intended to be, nor should be construed as a contract for employment. CU*Answers makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what CU*Answers has defined this position to be.

CU*Answers will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify CU*Answers in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. CU*Answers, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

CU*Answers is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. CU*Answers is an Equal Opportunity Employer.