What are the responsibilities and job description for the Contact Center Specialist position at Preferred Credit Union?
Are you looking for more than just a job? Do you thrive in a fast-paced environment and love making someone's day? If you are an adaptable, quick learner, with the ability to stay cool under pressure, you might be the Contact Center Specialist we're looking for!
As a Contact Center Specialist at Preferred Credit Union, you'll work with a team that supports and uplifts each other while offering above and beyond support to our members. You'll need to be a great communicator, a team player with a can-do attitude who will go the extra mile to ensure members have an amazing experience.
Below are some of the responsibilities for this position along with qualifications we are looking for in our new team member.
RESPONSIBILITIES:
- Cross-sell credit union products and services when appropriate
- Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
- Continuously check department voicemail and reply to these calls accordingly.
- Verify accounts, open/close sub-accounts, and answer questions regarding share accounts and loan accounts.
- Assist members with basic questions regarding their loans and accept short loan applications.
- Mail, fax, or e-mail new member applications, loan applications and/or information to member and prospective members.
- Responsible for researching member inquiries to ensure proper follow up and satisfaction.
- Document all phone call conversations in the tracker system accordingly.
- Assist non-member calls regarding inquiries about the credit union
- Ensure that all credit union member and employee related business is kept in the strictest confidence.
- Treat all credit union members and employees with a positive and cooperative attitude.
- Other tasks as assigned by management
JOB QUALIFICATIONS
- Excellent written and oral communication skills a must
- Current working knowledge of MS Word, Excel & Outlook is required
- Ability to use discretion when dealing with sensitive or confidential data
- 1-2 years prior experience working in a member facing role in a financial institution preferred.
- Previous credit union experience preferred.
BENEFITS (waiting period may apply)
401(k) matching • Medical Insurance • Dental Insurance • Vision Insurance • Life Insurance • Disability Insurance • Health Savings Account • Paid Time Off
HOURS
- 40 hour work week including a Saturday rotation.
