What are the responsibilities and job description for the Customer Service Representative position at Apgfcu?
A career as a Customer Service Representative at Apgfcu offers an exciting opportunity to provide exceptional service to members and contribute to the growth of our organization.
About the Role
As a key member of our team, you will be responsible for delivering personalized support to members via phone and mail correspondence. Your goal is to identify their needs and match them with our credit union products and services, promoting the benefits of these offerings. You will also work closely with MSC Branch Manager to ensure seamless delivery of savings and loan related services.
Key Responsibilities
- Telephone and Mail Support: Utilize your telephone servicing and mail correspondence skills to provide courteous assistance to members' requests, analyzing their needs and matching them with our credit union products and services.
- Member Service: Answer members' questions, resolve financial and non-financial account discrepancies, accept and process account transactions, increase and promote loan account volumes by cross-selling loan products, and handle account inquiries on delinquent accounts.
- Loan Service: Interview loan applicants, review loan histories, recommend suitable loan products, compile necessary documentation, determine monthly payment schedules, and process approved loans.
- Member Account Maintenance: Correct errors on members' accounts, calculate penalties and dividends, maintain high quality control levels when reviewing or performing account functions, and reorder checks.
Requirements
- Education: Equivalent to High School education with additional broad specialized training equivalent to 2 years college.
- Experience: 1 to 2 years financial savings and loan sales background; telephone customer service and interviewing experience.
- KSA (Knowledge, Skills, and Abilities): Knowledge of savings and loan products and services, data entry, commercial math, customer service, and excellent communication skills.
About Us
Apgfcu has been serving its community for over 80 years, offering valuable products and services that help build stability and financial independence. Our mission is to provide top-notch financial solutions to our members, and we're committed to making a positive impact in our community.
