Customer Support Specialist assisting customers with lending products and enhancing their financial future. Engaging with clients, ensuring customer satisfaction through excellent service and compliance.
Responsibilities
Exhibit excellent customer service towards internal and external customers.
Respond to inbound customer calls in a Call Center environment; ensure a seamless customer experience by triaging compliance calls and setting up appointments with the appropriate Compliance Analyst.
Act as a liaison to customers for the Service Products.
Provide up-sell and cross-sell alternatives to customers that are mutually beneficial to both the customer and CUNA Mutual Group.
Process customer requests for Services Products received via multiple channels.
Evaluate and input information from all relevant sources into the appropriate processing systems including; replacement and payment information.
Evaluate requests using appropriate compliance measures, system processes and tools.
Complete fulfillment from initial receipt of request to production.
Understand the overall fulfillment process and needs of the customer in order to make good judgment when processing customer requests.
Follow up on customer requests pending for information, forms, and/or financial considerations with either the field representative or customer.
Assure quality and accuracy of all requests processed, making corrections when errors are detected.
Take appropriate action on follow-ups, reopens, reissues, and complaints as qualified by training and experience.
Requirements
Bachelor's degree in Business, Marketing or equivalent trade-off of work experience in the financial services industry with an emphasis in operations.
Three (3) years’ work experience in an office setting involving analyzing and interpreting customer information to conduct needs based selling and customer service activities.
Three (3) years compliance experience in analyzing, interpreting and applying Federal & State lending regulations.
Working knowledge of all Services Products and Operational Processes.
Working knowledge of Credit Union lending and savings processes and practices.
Demonstrated understanding of Data Processor relationships in connection with credit union operations.
Demonstrated ability to communicate both verbally and written with internal and external customers via telecommunications equipment.
Demonstrated flexibility with tasks and responsibilities as well as organizational and planning skills to process a high volume of work and meet deadlines and standards.
Attention to detail and ability to maintain a high level of accuracy.
Demonstration of teamwork skills via previous work assignments.
Demonstrated ability to work under own initiative.
Intermediate computer skills required to effectively operate in a Windows environment.
Two (2) years’ experience to include the following:
Forms design software, including Adobe LiveCycle and Adobe Professional.
Personal computers to include Windows operating systems and associated PC software packages and internet applications.
Thorough knowledge of computers and associated programming utilizing JavaScript or XML.
Demonstrated ability to use forms creation concepts including design software, terminology, layout and placement of data fields.
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