Note: The job is a remote job and is open to candidates in USA. Transportation Federal Credit Union is seeking a Member Contact Center Representative I to assist members with their telephone requests and provide excellent customer service. This role involves processing member transactions, educating members on products, and maintaining confidentiality of account information.
Responsibilities
- Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to a senior staff member, along with their recommendations
- Completes Verification of Deposit requests. Complete checks for deposits and loan payments received through mail. Completes returned mail using proper procedures
- Process member transactions accurately and efficiently with minimal errors
- Provides relief to the front desk on a rotation basis
- Provide prompt, accurate, courteous, friendly, timely and professional service to all members
- Develop and improve knowledge and skills in Member Service areas. Educate members on the benefits of TFCU and recommend products or services that fits their needs
- Identifies cross-sell opportunities and cross-sells services to members. Educate existing and new members on products and services provided by TFCU
- Ensures that appropriate records are maintained and required reports are prepared. Maintain confidentiality of account and member information, monitors, assembles, and restocks all branch supplies and forms (Truth & Savings disclosures, brochures, new member packets, deposit slips, etc.)
- Adhere to credit union policies and procedures; stays knowledgeable of and complies with applicable laws and regulations, including BSA/AML and OFAC
- Acts as liaison between members and various organizations and departments
- Performs other related duties as assigned by the Member Service Manager; assist other departments when requested
- Maintain a professional work environment and businesslike appearance
- Support upper management in achieving goals established in the business plan
- Perform other duties as assigned
Skills
- Six months to two years of similar or related experience
- A high school education or GED
- Courtesy, tact, and diplomacy are essential elements of the job
- Must have good listening, telephone, and communication skills (verbal and written)
- Proficient in using general office equipment such as computers, copiers/scanners, and calculators
- Familiar with MS Office software (Word and Excel)
Company Overview