Hybrid Customer Support Specialist

Posted last month

Apply now

About the role

  • 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.

Benefits

  • medical
  • dental
  • vision
  • employee assistance program
  • life insurance
  • disability plans
  • parental leave
  • paid time off
  • 401k
  • tuition reimbursement

Job title

Customer Support Specialist

Job type

Experience level

Mid levelSenior

Salary

$48,483 - $84,846 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job