Member Engagement Representative Position Available In Gwinnett, Georgia
Tallo's Job Summary: The Member Engagement Representative position at Excel Federal Credit Union in Peachtree Corners, GA involves greeting and assisting members, handling phone calls, performing administrative tasks, and supporting the Member Engagement Manager. This full-time role requires 1 year of customer service experience, excellent communication skills, and proficiency with computer equipment. Benefits include 401(k), dental, health, life, and vision insurance, paid time off, and professional development assistance.
Job Description
Member Engagement Representative 3.2 3.2 out of 5 stars Peachtree Corners, GA 30071
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 73rd 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 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 Ability to
Commute:
Peachtree Corners, GA 30071 (Required) Ability to
Relocate:
Peachtree Corners, GA 30071: Relocate before starting work (Required)
Work Location:
In person
