Contact Center Representative/Financial Services/Customer Service (35-Hour Work Week) - HealthCare Associates Credit Union

You love talking to people??

Then join the Credit Union Difference! We are a not for profit that helps people.

In addition to taking care of our members, we take care of our employees with some great benefits:

• $20.87/hr
• 35 hour work week.
• 4 weeks of paid time off.
• Federal holidays off.
• Full benefits package
• 401K (Up to 4.5% matching PLUS 4% employer contribution)

Details:

The Contact Center Representative is the members' first impression - as well as ongoing representation - of the credit union's service and support structure. They have the opportunity to make a difference in the financial health of our members while supporting them in their life goals.

Responsibilities:

1) Service

• Deliver service to both internal and external members that are in alignment with the credit union's Service Promises.
• Meets all established sales and service goal.
• Possess adequate product knowledge as measured by the annual product knowledge certification assessment

2) Member Service

• Explain and recommend credit union products and services
• Provide general account information
• Provide information on new and on-going promotions
• Address and resolve member problems and complaints

3) Execution of Departmental Programs, Policies, and Procedures

• Record research requests and deliver to appropriate personnel
• Explain the procedure to initiate payroll requests, and ensure all forms are mailed to appropriate destination
• Assess field of membership qualifications and provide accurate information
• Meet daily/monthly departmental productivity standards

4) Financial Obligations

• Possess knowledge of PAM (the audio response system), and assist members with the usage
• Possess strong knowledge of MY247 online banking and assist members with the registration and usage
• Possess knowledge of bill pay and assist members with the set up and usage
• Facilitate wire transfer requests
• Process check orders
• Provide loan payoff information
• Set-up auto share transfers, loan transfers and off-cycle transfers per member requests
• Provide rate information on deposits and loans

5) Process Financial Transactions

• Post loan payments
• Process phone transfer requests between share accounts, loan accounts and cross-member accounts
• Process check withdrawals
• Process loan advance requests

6) Other

• Adhere to other duties as assigned

Qualifications:

• High School Diploma or equivalent
• Minimum 3-years member service (customer service) experience - preferably in a Financial Institution setting but not required
• Meet monthly sales goals
• Excellent communication skills both verbal and written
• Ability to work well under pressure and multitask
• Enjoy problem solving and interaction with members
• Excellent interpersonal skills
• Strong phone etiquette, pleasant voice and demeanor
• Must be able to sit for long periods of time
• Type 20-30 words per minute
• Team oriented

HACU is an Equal Opportunity Employer

This position is onsite