Contact Center Specialist providing customer support and processing transactions for Self-Help members. Managing inquiries via phone, email, and online tools with a strong commitment to service excellence.
Responsibilities
Successfully respond to member questions raised via phone, email or online portal or forward to appropriate individuals for response
Process and assist with home loan payments via telephone and internet tools
Cross-sell credit union products and services when appropriate
Provide preliminary information on IRA accounts, loan products and collection activities
Research member inquiries to ensure proper follow up and satisfaction
Process online membership applications
Assist members with forms that may require electronic signatures
Provide support for mobile and online banking customers
Requirements
High school diploma or equivalent
1 to 2 years customer service experience in a call center or retail operations environment
Ability to communicate effectively in verbal and written form
Bilingual English/Spanish Required
Ability to sell products and services
Excellent verbal and communication skills
Proficiency in Word required
Proficiency with Excel preferred
Excellent math ability
Knowledge of Shortel Phone Systems and Credit Union policies and procedures preferred
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