- Woodland, California, United States
- On-site
- Part-time · Associate
- 1+ years
Serve members through various digital channels in the Member Service Center, providing assistance and processing financial transactions.
Responsibilities
- Provide assistance and process a variety of financial transactions by phone, e-mail, and secure online messaging
- Operate a cordless switchboard in order to answer and/or relay incoming calls or outgoing calls to the proper extension or department
- Identify opportunities to enhance the member relationship by offering products and services that are beneficial to the member’s financial needs
- Maintain current knowledge of all Credit Union products and services, as well as policies and procedures
- Demonstrate effective problem resolution skills and the ability to handle escalated scenarios
Requirements
- High school diploma or general education degree (GED)
- Some college or technical school experience
- Nice to have: Credit union experience
- Nice to have: Financial institution experience
- Nice to have: In-bound call center experience