Member Service Center Representative (Call Center)

Napa, Californiapart timeOn Site

H1B: no

Redwoodcu The Member Service Center Representative at Redwood Credit Union handles telephone requests and back-office work related to Member transactions. This role involves providing excellent Member service, technical support for online and Mobile banking, and cross-selling Credit Union products.

Responsibilities

o Answer the telephone within established performance and service guidelines.
o Complete phone transactions accurately and efficiently.
o Disseminate and provide education of lending, CUSO and membership information to callers.
o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance
o Provide basic level technical support of our online and Mobile banking platforms
o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards.
Sales & Efficiency:
o Attain individual and departmental goals and objectives as established in the MSC performance standards.
o Cross-sells Credit Union products and services.
o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.
o Post and balance daily work and maintain proper documentation.
o Utilize online manuals and knowledge repository as a resource