Job Description
Operations Solutions Partner (Call Center) Treadwell Credit Union - 4.3 Dayton, OH Job Details Full-time From $18 an hour 1 day ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Computer operation Interpersonal skills High school diploma or GED Driver's License Driving Bachelor of Arts Full Job Description Operations Solutions Partner The Operations Solutions Partner is a convenient primary point of contact for our members. They are the voice of Treadwell Credit Union representing Treadwell Credit Union during all phone interactions. They always create and maintain a welcoming and friendly environment while assisting members and potential members over the phone. They provide members with products and services to best suit them to build lasting relationships and increase products per member. They are problem solvers and solutions specialists who may also conduct various transactions.
Responsibilities:
Utilizes proper phone etiquette throughout the duration of the call Answer Queue quickly to meet appropriate goals Process Financial Transactions/Account Dispute Resolution for Members:
Check Holds, Transfers, Loan Payments, Master Card Payments, Redeem CD's, CU•Talk and ITSME247
Pin Resets, Stop Pays, Close Accounts, Corporate Checks, Text banking requests Ordering of New Credit Cards and overall daily processes of entire credit card program Download and transmit appropriate Shared Branching reports to Xtend Assist members with ATM and Debit/Credit Card Complications Share drafts, VISA cards, ATM cards, IRAs, etc. Monitor Negative Share Report and transfer funds from the members' available funds when possible. Monitor and maintain dormant accounts. Responsible for all plastic cards' maintenance. Cross‐sell credit union products and services when appropriate. Assist members with basic questions regarding their loans. Assist members with remote access. Process incoming and outgoing wire transfers. Mail, fax, or e‐mail new member applications, loan applications, and/or information to members and prospective members. Responsible for researching member inquiries to ensure proper follow-up and satisfaction. Continuously check member service voice mail and reply to these calls accordingly. Work with ACH partner to determine appropriate action for ACH returns Set up new payroll companies for ACH early post Setup and transmit ACH payments to appropriate auto dealers Setup ACH debits for member loan payments Process loan payments made via Propay and ensure appropriate GL is balanced Research and solve more complex member questions, problems, and complaints concerning credit union accounts. Displays a warm, friendly, and professional manner using appropriate phone etiquette throughout the entire call Offer appropriate products and services to assist members with future financial goals whenever appropriate Demonstrates active listening and uses effective questioning skills to gather members information Displays solid understanding of credit union products, sounding clear and confident throughout the entire call Contributes toward achieving Contact Center Goals Objectives Conform/Comply with all applicable Treadwell Credit Union policies and procedures (internal controls) and Federal, State and Local regulations applicable. Responsible for researching member inquiries to ensure proper follow up and satisfaction. Ensure that all credit union member‐ and employee‐related business is kept in the strictest confidence. Treat all credit union members and employees with a positive and cooperative attitude. •Previous experience with CU•Answers software a plus. Qualifications:
High school graduate or G.E.D. BS/BA
Degree preferred Knowledge of Products & Services Knowledge of Process Procedures Listening to members Time Management Flexibility Multi-Tasking Knowledge of Behaviors which fit and/or do not fit with each item of Treadwell Credit Union's Core Values Work Style/Trait:
Flexibility relative to Work Schedule and Willing to Work Overtime and Rotating Saturday schedule Effective communication skills (oral and written) Ability to operate computer terminal and calculator/adding machine Ability to Achieve Positive Outcomes with Upset/Anxious members Cross selling Treadwell Credit Union applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, and Criminal Background. Must have a valid/unexpired driver's license About Treadwell Credit Union Treadwell Credit Union is a full-service credit union offering our members online banking, mobile apps, savings accounts, mortgages, and auto loans. The credit union philosophy us helping people versus making a profit, earnings are returned to the members-owners as higher savings rates, lower loan rates, lower fees, more convenient locations, new services, dividends, and more. We provide Health, Dental, Vision Disability, and Life Insurance, complemented by incentive programs for employees enrolled in our Health Insurance. We offer up to a 5% a matching retirement plan. Our generous schedule for paid holidays, vacation and personal time allow you the flexibility you need to maintain work-life balance; and we also offer employee training and Employee Assistance Program (EAP). Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally. Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Work Location:
In person Job Type:
Full-time Pay:
From $18.00 per hour Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Work Location:
In person
