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SDFCU

Member Service Representative I (2339)

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Job Description

Member Service Representative I (2339)

Essential Duties and Responsibilities:
  • Answer incoming calls and maintain expected availability in a queued environment
  • Meet productivity and call handling goals consistently
  • Provide superior service by responding to member inquiries about account activity, programs, policies, and procedures
  • Return calls promptly for escalated issues and ensure all follow-up actions are completed accurately and efficiently
  • Achieve established sales goals by cross-selling credit union products and services
  • Promote products and services in alignment with marketing initiatives
  • Process various member transactions, such as transfers, loan payments, and stop payment
  • Act as a troubleshooter for online banking and payment services
  • Attend department meetings and training sessions.
  • Stay updated on policies, procedures, and promotions.

description

Title:
Description qualifications:
Required Skills and Competencies:
  • One year customer service experience with proven sales and service skills
  • High School Diploma or equivalent
  • Ability to handle a high volume of inbound calls efficiently
  • Professional phone manner and good, clear speaking voice
  • Ability to communicate effectively orally, with demonstrated listening skills
  • Demonstrated resourcefulness and analytical skills
  • Ability to utilize a Windows software environment
  • Accurate typing of 35 w.p.m. desired
  • Ability to write effectively with attention to grammar and composition
  • Good organizational and time management skills