What are the responsibilities and job description for the Member Contact Center Representative At InPerson Contact Center position at NorthRidge Community Credit Union?
Benefits : 401(k)
Dental insurance
Health insurance
Paid time off
Parental leave
Job Summary
The primary responsibility of this position is to assist NorthRidge Community Credit Union to live out our Core Purpose, 'We encourage learning and understanding of unique financial situations and provide tools for our members to reach their dreams.' A key behavior in living out our Core Purpose is to encourage members learning and understating of their unique financial situations. We serve our members and team members by exhibiting behaviors that reflect our Core Values :
Relationships : We care about you. Integrity : Do what's right. Advocacy : We work on your behalf.
In addition, this position is responsible for providing exceptional member experience while accurately processing transactions, assisting member with account questions while providing product and service recommendations, etc though virtual delivery channels including phone, text and video conferencing. Use a sales through service attitude to demonstrate product knowledge and identify and meet the needs of the individual members.
Responsibilities
Virtually assists members with financial transactions including deposits, withdrawals, loan payments, transfers, etc via ITM's, phones and other electronic service. Communicates with members via phone, email, or any other means approved by NorthRidge to handle these transactions including electronic service assistance.
Confidently recommend the appropriate products to members based on their needs. Opens new accounts, products and enrolls members in services that are relevant to them. Maintains accurate member account information on computer system such as address, phone, email, etc
Remains in compliance with regulations and follows all BSA policy and procedures including the completion of annual BSA training. Accurately balances daily transactions.
Network and develop relationships with potential clients
Educate prospective and existing clients on financial products and services
Remains in compliance with regulations and follows all BSA policy and procedures including the completion of annual BSA training.
Serves as back up for other positions and may work on special projects when needed.
Performs a variety of miscellaneous tasks including filing, copying, data input.
Qualifications
A high school diploma or GED
Up to six months of similar or related experience
Familiarity with Microsoft Windows software
Strong customer service and communication skills
Ability to perform in a goal-oriented environment
Customer-oriented approach to handling problems