Answer calls or inquiries in a high-volume environment while providing excellent member service and meeting performance targets
Contribute to and consistently meet departmental, individual, and organizational goals and targets; including service level standards, call metrics, quality of service, and production
Proven expertise in credit union products and services, including card systems, wire transfers, online banking systems, and product referrals
Uses sound judgement on when to engage support to resolve challenges, utilizing resources and training to answer inquiries
Takes responsibility for quality and quantity of work
Deliver expertise in credit union products and services, while assisting members with general inquiries, such as balances, transaction history, and stop payments
Contribute to a strong Member Loyalty rating and after-call survey score by providing high quality service based on our service standards
Listening to our members, leading with empathy, owning the solution, delivering excellence, and utilizing appropriate escalation techniques
Proactively perform tasks and contribute to member channel queues that directly impact member experience
Manage all interactions with members, primarily over the phone, in a kind and welcoming manner that aligns to the mission and values of the credit union
Lead with technology-based solutions and education to promote self-service, while finding creative solutions, problem solving, troubleshooting, and delivering on commitments
Open to mentoring and coaching through review and analysis of real member transaction recordings in order to advance delivery of a premier level of service to our membership and community
Responds positively to feedback and coaching
Obtain a strong understanding of credit union products and services and refer them appropriately to members and potential members, and capture member feedback when appropriate
Mitigate risk to the credit union by adhering to policies and procedures, including verification requirements, processing transactions with accuracy, and proactively identifying and escalating red flags
Ability to support members and internal partners utilizing Seattle Credit Union services, including Online Banking, Mobile Apps, website, bill pay and ATM’s
Maintain knowledge of Seattle Credit Union’s Bank Secrecy Act policy, procedures, and practices to meet compliance requirements, while keeping up to date on changes in policy and technologies
Communicate effectively, both verbally and written, in English and a second language, if applicable
Effectively adjusts to changing and evolving priorities and expectations
Prepared to work during inclement weather or business continuity event, to ensure uninterrupted support for our membership.
Demonstrated commitment to SCU Values
Maintain reliable attendance and punctuality
Other duties as assigned.
Requirements
One (1)+ year of sales and/or retail service
One (1)+ year high-volume call center experience
Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
Accurate 10-key, keyboarding/typing skills and at least a typing speed of 55 WPM
Excellent telephone skills and communication skills
Strong people and customer service skills, including ability to de-escalate
Ability to connect with others with tact, discretion, and courtesy within and outside the organization
Ability to perform basic math calculations
Ability to manage competing priorities in a high-volume and fast-paced/multi-tasking environment
Preferred Qualifications: Associate degree or higher
One (1)+ year of experience in a financial institution, member-facing, high transaction role
Experience handling chat, texting, or video interactions
Experience with Fiserv systems, including DNA and Architect.
Benefits
low-cost medical contributions
zero contributions for dental and vision plans
generous paid time off program
401k plan with a dollar-for-dollar employer match up to 5%
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