Demo

Member Contact Agent

Co-Op Credit Union
Galesville, WI Full Time
POSTED ON 3/6/2025 CLOSED ON 4/3/2025

What are the responsibilities and job description for the Member Contact Agent position at Co-Op Credit Union?

In this position, you are responsible for answering incoming calls and providing exceptional, efficient service while handling member requests and inquiries. This position has the flexibility to be full-time or part-time and can be located out of our Black River Falls or Galesville offices.

If you have excellent communication, organization, and computer skills, are dedicated to exceptional customer service, and thrive in a fast-paced work environment, CCU could be the right fit for you! Related financial industry or multi-phone line experience is preferred but not required.

Essential Duties Include:

  • Answers incoming calls and determines appropriate action. Provides service requested or transfers to a specific individual to better assist the member.
  • Assists members with inquiries and/or problems – researches and resolves whenever possible.
  • Performs transactions on accounts.
  • Schedules appointments.
  • Provides account information and when appropriate, encourages electronic access to such information, such as CCU Online, CCU Mobile, CCU Talk, and CCU Pay. Gives direction to members to enroll in such services.
  • Assists members with troubleshooting and navigating CCU’s products and services, including the CCU website and e-services.
  • Performs domestic and international wire transfers.
  • Learns and keeps up to date knowledge on CCU debit and credit card products and services; assists with related reporting functions as needed.
  • Learns and keeps up to date knowledge on fraud trends; monitors account and assists members through fraudulent or suspected fraudulent activity as needed.
  • Communicates to members in a professional, courteous manner through various communication channels, including phone, emails, and other messaging/communication platforms.
  • Learns and keeps up to date on all CCU products and services.
  • Educates members on products, services, fees, and policies; promotes and cross-sells CCU products and services based on member’s needs.

For full job description and application instructions visit our website at www.coopcu.com

Because we are an equal opportunity employer, in order to be officially considered for employment applicants must submit a completed CCU employment application in person, by mail, or electronically. Applying via really.com alone does not qualify you for consideration for this position. Applications can be found at any branch location or at www.coopcu.com.

Co-op Credit Union is a financially strong, mission-driven credit union. We offer a professional work environment that is dedicated to employee development, community, and serving our member-owners. We look forward to welcoming new talent to our team as we grow!

Co-op Credit Union is an Equal Opportunity Employer of Protected Veterans and Individuals with Disabilities.

Job Types: Full-time, Part-time

Benefits:

  • AD&D insurance
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Gym membership
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Paid training
  • Referral program
  • Retirement plan
  • Vision insurance
  • Wellness program

Physical Setting:

  • Call center
  • Office

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to Commute:

  • Galesville, WI (Required)

Work Location: In person

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