Customer Experience Specialist I Position Available In Montgomery, Alabama

Tallo's Job Summary: The Customer Experience Specialist I position at 400 Eastdale Cir, Montgomery, AL 36117 involves receiving member calls for inquiries, assisting with account maintenance, payments, and more. Responsibilities include opening accounts, cross-selling products, and maintaining knowledge of bank wires. This role requires strong communication skills, professionalism, and a member-focused mindset. The employer is an Equal Opportunity Employer.

Company:
Max Credit Union
Salary:
JobFull-timeOnsite

Job Description

Customer Experience Specialist

I 3.9 3.9

out of 5 stars 400 Eastdale Cir, Montgomery, AL 36117

Essential Functions & Responsibilities:

Receives member telephone calls for account inquiries, maintenance request, payments, debit/credit card assistance, etc. Acts as the first responder for calls coming into the credit union to make sure they are routed to appropriate area for resolution. Researches and obtains information to resolve member problems. Opens all appropriate share accounts, share draft accounts, and related service accounts and assists member with completion of paperwork. Presents products and services effectively. Possesses complete knowledge of bank wires. Maintains basic knowledge of MAX products and services, consistently and effectively cross sells, which will be evaluated through quality monitoring meeting goals of the Service Excellence program. Effectively manages time off the phones to meet occupancy goals and productivity goals. Understands the importance of positive voice tones and expresses self clearly. Able to communicate with professional telephone etiquette, maintaining courtesy, enthusiasm and friendliness in a manner appropriate to the listener. Strives to handle members’ needs at first point of contact. Operates Credit Union computer terminals, calculators, and all other equipment required to perform job duties. Familiarity with multiple systems. Possesses proper knowledge of security procedures while assisting members. Maintains a member first mindset. Upholds core values and builds team member and customer relationships. Completes all training as required. Performs other related duties as assigned. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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