Job Description
Role:
Assist Members and Potential Members with their telephone requests; explain products and services, respond to problems, and direct phone calls to the appropriate area or person.
Essential Functions & Responsibilities:
- Assist Members and Potential Members with their telephone, chat and email requests; answer questions included but not limited to transaction processing, products and services and resolve any problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Identify and escalate Member complaints and priority issues.
- Handle requests on all platforms to include but not limited to bill pay, debit and credit cards, online banking, mobile banking, telephone banking and online account opening.
- Provide accurate, courteous, friendly, timely, and professional phone service to all Members and Potential Members.
- Identify cross-sell opportunities and cross-sells products and services to Members and Potential Members.
- Answer the secure messages that are received in Relationship Manager and process the new online accounts opened through Oflows.
Effective communication is essential.
Working extended hours on Friday evenings until 6:30 pm and Saturday mornings 9:00am-12:00 pm on a rotating basis.
Align Credit Union is an Equal Opportunity Employer'
This is a hybrid position.