Member Engagement Representative Position Available In Fulton, Georgia

Member Engagement Representative Excel Federal Credit Union – 3.2

Atlanta, GA Job Details Full-time Estimated:

$36.8K – $42.8K a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Professional development assistance Life insurance Qualifications Bilingual Microsoft Word Microsoft Excel Microsoft Outlook Customer service Basic math Microsoft Office High school diploma or GED Data entry Computer skills Certified Notary Public 10 key typing 1 year Phone etiquette Communication skills Entry level

Full Job Description SCOPE:

Position serves as the first point of contact for Excel Federal Credit for members, non-members and potential members that visit in person or via phone. Position also serves as administrative support for Member Engagement Manager and handling front desk activities including distribution of correspondence and redirecting phone calls.

ABOUT US

Excel Federal Credit Union is in its 72nd year of providing superior service to our members. We are based in Peachtree Corners, GA and offer membership to those that live, work, worship or attend school in the following Metro Atlanta counties: Fulton, Gwinnett, Hall and Forsyth counties.

Duties and Responsibilities :

• Professionally greet and assist members/non-members/potential members in person and via phone. Appropriately answer and direct incoming calls. Perform account file maintenance for daily reports as assigned. Receive, sort and distribute all incoming mail and deliveries. Collect and prepare outgoing mail for credit union. Assists in account research and member follow up as assigned. Basic (non-cash) teller transactions as assigned To meet or exceed operational and organizational objectives. To assist staff to do the same by recognizing opportunities to cross-sell or refer business to sales team. Maintains inventory of related member engagement supplies. Complete all assignments and assigned staff training on or before deadline. Performs other duties as assigned by Member Engagement Manager.

Knowledge and Skills:

1 year of similar or customer service related work experience required Excellent people skills including a positive, pleasant, courteous and professional demeanor. Excellent listening skills Excellent written, verbal and telephone communication skills Ability to maintain confidentiality Ability to effectively multitask, while staying organized and maintaining good time management. Strong attention to detail, focusing on accuracy and quality of work Proficiency with computer equipment (printer, scanner, fax, postage machine) and working knowledge of Microsoft Word, Excel, Outlook Good decision making skills Maintain current knowledge of credit union’s member service policies and procedures GA notary public a plus Bilingual a plus

Education:

A high school education or

GED Physical Requirements:

Required job duties are essentially sedentary work consisting of occasional walking, standing, and lifting/carrying up to ten pounds.

Job Type:

Full-time Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Professional development assistance Vision insurance

Schedule:

8 hour shift Day shift Monday to

Friday Work Location:

In person