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Tailor your resume to this Member Service Center Representative I, Part Time role.
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About the Role
The Member Service Center Representative I performs routine transactions and answers account inquiries over the phone, providing financial solutions and seamless use of digital channels to members.
Responsibilities
- Perform various financial transactions and inquiry requests accurately and efficiently.
- Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer.
- Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution.
- Follows the defined Quality Assurance program to allow for exceptional member experience.
- Meet assigned sales goals as determined by management.
- Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone.
- Adhere to credit union and departmental policies and procedures.
- Maintain strict adherence to security protocols for identifying members.
- Promote a positive and professional environment based on The Summit’s core values.
- Update and document information learned about members.
- Assist in various duties upon management’s request.
- Participate in special projects as assigned by management.
- Work overtime when requested by management.
Requirements
- High School Diploma or GED equivalent
- One to two years’ prior teller, call center or member/customer experience preferred
- Sales experience preferred.
- Knowledge of Microsoft Windows and Microsoft Office Suite.
- Capable of advancing to a MSCR II position, as it becomes available, within one year of employment.
- Applicants must be eligible to register as a Mortgage Loan Originator (MLO).
- Candidates being considered will be subject to a credit check and fingerprinting.
- Must be able to sit and/or stand for extended periods of time.
- Occasional lifting required (5-10 pounds).
- Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements.
Skills
- Strong critical thinking skills
- Strong math and keyboarding skills.
- Ability to listen and communicate effectively.
- Ability to read, comprehend and explain transaction history and account activity.
- Excellent interpersonal skills to create a positive member experience.
- Strong attention to detail and excellent organizational skills.
- Microsoft Office Suite, particularly: Outlook, Word, and Excel
- Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines)
- Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software.
Location
- Corporate Office
Work Type
- Part-time
- Full-time
Experience Level
- 1-2 years experience preferred
Education Level
- High School Diploma or GED equivalent
Salary/Compensations
- $21.50 per hour
About the Company
- Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone!
- The Summit Federal Credit Union is an equal opportunity employer.
- Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.