What are the responsibilities and job description for the Customer Service Representative position at Tri Boro Credit Union?
Job Overview:
Tri Boro Credit Union is seeking a skilled Member Service Representative to join our team. In this role, you will be responsible for providing exceptional service to our members, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities:
Develop and maintain a comprehensive knowledge of our products and services
Identify and document member interactions, updating records as necessary
Cross-sell products by providing accurate information and personalized recommendations
Perform transactions, including deposits, withdrawals, and account openings, with accuracy and efficiency
Troubleshoot and resolve technical issues and member concerns
Handle member inquiries and complaints in a professional and courteous manner
Travel to other branch locations as needed
Qualifications:
Previous experience in customer service, banking, or cash handling (2-5 years)
Ability to build rapport with members and prioritize tasks effectively
Strong communication and problem-solving skills
Ability to work accurately in accordance with policies and procedures
