Retail Service Representative

Job Details

Description

ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:

• Manages and responds to a high volume of telephone inquiries from members, ensuring an exceptional member experience.
• Performs cash handling transactions, including deposits, withdrawals, transfers, and loan payments.
• Resolves inquiries, educates, and answers questions regarding all BayPort Credit Union’s products and services.
• Provides information in-person, via email, other written correspondence, and over the telephone to future and current members regarding credit union services or policies.
• Manages requests from members for transfers of shares to loan payments, share withdrawals, check requests, share certificate transactions, line of credit advances, and any other requests received from members.
• Researches and resolves routine member questions, problems, and complaints.
• Facilitates loan application process; collects necessary documentation and information.
• Assists prospective and current members through account opening process.
• Other duties as assigned.
  
  

Qualifications And Requirements

Required Education: Four-year high school diploma or equivalent.

Required Experience: Previous teller, member services, or loan- related experience.

Preferred Experience: Previous call center or heavy phone experience.

Required Knowledge: General credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures.

Skills And Abilities

• Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
• Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, currency counter and other job-related office equipment.
• Strong customer service skills to include telephone skills, well-organized and attentive to detail.
• Ability to manage a high call volume while maintaining accuracy and attention to detail.
• Strong customer service skills to include telephone skills e-mail/Internet skills, strong data entry skills, ability to operate a PC including Microsoft Word and Excel.
• Exhibits proper typing, problem-solving, and organizational skills and possess the ability to multi-task.
  
  

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.