Bilingual Financial Customer Service Representative
- Using the standard call model, responds to inquiries from members, prospective members and third parties regarding specific account inquiries, product offerings and general questions regarding the credit union through multiple contact methods.
- Educates the member on digital self-service tools; trouble shoots member issues regarding client Self-Service tools
- Ability to identify source of problem and effective resolution for online banking, Bill Pay Services, Email and Chat applications used within credit union.
- Proactively recommends services and solutions that will improve the member's life.
- Maintains acceptable performance levels with regards to established metrics, including time utilization, quality of work, and productivity.
- Consistently strive to provide one call resolution.
- Desire to help people.
- Strong understanding of Digital Banking systems, including internet browsers and Smartphone technology.
- Strong working knowledge of relevant software including Microsoft Office, core systems, web browsers and various other supporting applications.
- Digital Acumen displaying a technical support mentality.
- Critical thinking skills.
- Analytical and sound decision making skills.
- Commitment to identify member's spoken, as well as unspoken, needs to successfully solve their issues the first time.
- Self-motivated and self-managed.
- Builds collaborative and productive relationships across the organization.
- Demonstrates effective time management.
- Continually learns and stays current on trends in the financial industry.
- Comfortable working in a team environment.
- Maintains good attendance, punctuality and adherence to work schedule.
- Completes all client regulatory and compliance training by scheduled due dates.
- Outstanding Medical, Dental, Vision and Prescription plans
- 401k Match
- Pet Insurance
- In-house Wellness Coaches
- Hundreds of Discounts with the Brands you Love and Use
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