What are the responsibilities and job description for the Service Center Representative position at WESTconsin Credit Union?
At WESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference. Ready to make an impact? Let’s grow together!
What You’ll Be Doing:
- Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
- Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
- Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
- Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
- Educate members on the most efficient way to do their business with the credit union. Use active listening to identify member needs and offer products and services to meet those needs.
- Accurately verify members and be on the front line of fraud prevention
- Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
Qualifications
- High school diploma or equivalent certificate
- One year of experience in a financial institution or call center environment preferred
- Demonstrates great communication and interpersonal skills
- Multitasks with ease
- This includes every other Saturday rotation.
Why Choose WESTconsin:
- Health, Dental, and Vision Insurance Plans
- Annual Healthy Living Fund Contribution
- Student Loan Repayment Program
- Competitive Pay
- Impressive 401(k) Contribution and Match Plan
- Paid Time Off Accrual
- 11 Paid Holidays
Visit WESTconsin Careers