What are the responsibilities and job description for the Call Center Representative, Credit Union position at Thrivent?
Summary
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.
At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
Your primary responsibility as a Call Center Representative is to provide unparalleled service to members, prospects and Thrivent affiliates to a variety of account servicing needs as well as making product recommendations based on the assessment of those needs. This position serves as an entry point to the Bank Call Center for caller inquiries and/or complaints via the telephone.
Job Description
Job Duties and Responsibilities
- Handle sensitive telephone communications with callers, which may include highly confidential information and influence behavior through verbal communication to ensure high level of customer satisfaction.
- Manage member accounts in a prompt, efficient manner, providing correct, thorough responses to needs and requests.
- Open new accounts for new and existing members.
- Proactively seek opportunities to identify service and products needs as a way to leverage contact with supporting sales team.
- Educate callers on benefits, features and applicable solutions to promote first call resolution.
- Responsible for keeping current on product offerings, new marketing pieces and changes to policies/procedures.
- Process financial transactions efficiently and accurately.
Required Job Qualifications
- High school diploma required. College degree preferred.
- 1-3 years prior customer service or financial service industry experience.
- Sales experience preferred.
Other Critical Factors
- Proficient in a variety of mainframe and PC based applications in a multi-tasking environment.
- Demonstrate excellent interpersonal skills as well as verbal and written communication skills.
- Thrives in a fast-paced, intense environment that has the potential for stress.
- Fosters teamwork and collaboration.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.