Job Description:

1. Purpose:

   To service the full range of credit union financial products to the members through telephone conversations in the Telephone Answer Center. Work is subject to review and/or audit on a no-notice basis by Management, Supervisory Committee, auditors and/or Federal Examiners.

Hours: Monday – Friday 8:30AM – 5:00PM Saturday 8:30AM – 12:00PM

Salary: $16.00 – $18.00

Full Time and Part Time positions are available

Responsibilities:

Primary

Serve membership by providing service and information in a pleasant, professional and efficient manner via telephone.

Interviews members via telephone to respond to inquiries, to resolve problems, to offer product information and to sell appropriate services or products according to the member’s situation.
Opens accounts online through “Opening Act” (currently in research and development to be released in the next six months.)

Acquires and maintains a working knowledge of the on-line computer system and required paperwork. Performs transactions, inquiries. Assist members with basic questions on remote access.

Performs all duties in compliance with the established Credit Union Quality Standards.

Keeps current knowledge of all services and products provided by the Credit Union and cross-sells these services and products whenever possible.

Must complete all training designed to enhance capabilities, including in-house training as well as outside seminars, workshops, etc.

Acquires and maintains the necessary working knowledge of Federal and State laws and regulations and Credit Union Bylaws and Policies, in order to ensure compliance when selling Credit Union services and products.

Participates in Credit Union functions such as branch loan promotions, “Family Day”, etc….

Must present a helpful, cheerful, professional image when waiting on members or other employees.

Must complete all training designed to enhance capabilities, including in-house training as well as outside seminars, workshops, etc.

Acquire and maintain the necessary working knowledge of Federal and State laws and regulations and Credit Union By-laws and Policies, in order to ensure compliance.

Secondary

• Performs any other duties, as assigned.

Reports To:

TBD

Qualifications:

Must have a high school education, or equivalent, with good Math and English Skills. Higher education courses or certificate in a related field are preferred.

Must have a minimum of six months to one- and one-half years of customer service experience. Must project a professional image, have proven initiative, enthusiasm and persistence.

Must possess good communication skills.

Must possess keyboard and computer experience.

Must be a self starter and be able to work with minimum supervision

Must be able to work independently with minimum supervision.

Equal Opportunity Employer / Veteran / Disabled