Member Service Advisor I- Part Time

Company	Achieva Credit UnionSee more
Address	Dunedin, FL
Form of work	Part-time
Salary	$21 an hour
Category	Education/Training

Job description

Join our team and play a vital role in providing exceptional service to our members! As a Part-time Member Service Representative in our Call Center, you’ll have the opportunity to contribute to the success of our credit union by delivering top-notch service and promoting our products. The schedule for this Part-Time position is Monday - Friday 11 am to 3 pm.

Starting Rate: $21 per hour

Purpose/Duties

Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturdays. Must participate in annual training as required for BSA and the Privacy Act. Must be able to work minimal before or after hours for meetings/training, as needed.

Key Result Areas

Provides prompt, friendly and accurate service while learning the member’s needs,
Demonstrate understanding of what value our product has for the member, and know how to promote our product’s features and benefits for each member, thereby improving our member’s financial life.
Resolves product or service issues by clarifying the member’s concern, determining the cause, selecting and explaining the best solution to solve the issue, expediting correction and following up to ensure resolution.
Perform member account maintenance as required including IRAs and Lending maintenance.
Maintains member records by updating account information and performs research as needed. Research includes knowledge of various reports and how to access them.
Provide 1st tier technical support of Achieva’s electronic services, including but not limited to; Online Banking, Mobile Banking, Mobile Deposits, all types of electronic payments and money movement.
Skilled in accurate Authentication with ability to recognize high risk callers, thereby mitigating fraud risk.
Provide 1st tier support of card service functions. Able to navigate card/payment software.
Process Fraud/Dispute processes for Debit/Credit card transactions.
Ability to conduct product and system testing as required.
Maintains high level of procedural knowledge while participating in continuing education classes and shadowing other departments.
Excellent communication skills to support all interaction channels, including but not limited to Phone, Chat & E-mail.
Accountable for meeting productivity and quality goals.
May work remotely as necessary.
Ability to set up home workstation and troubleshoot connectivity and technology in a remote situation.
Demonstrate ability to work independently, meeting performance, efficiency and quality expectations.
Represents the credit union in a courteous and professional manner.
Professional and efficient communications with all departments promoting synergy.
Maintains member confidentiality in all aspects of providing services to membership.
Responsible for upholding all credit union ethical standards.
Responsible to know and uphold the Department’s Standards of Service
Responsible to fit member (internal and external) interactions within our Brand Frame
Perform other essential job functions as required or assigned.

Required Education

High school diploma or G.E.D.

Training Requirements:

Successful candidates will be required to train onsite in Dunedin, FL for a duration of 4 months. The training will provide you with the skills and knowledge necessary to excel in your role.

Post-Training Arrangement:

Upon successful completion of the training program, the position will transition to a hybrid work arrangement. This means you will have the opportunity to work both onsite and remotely, depending on performance expectations and the needs of the credit union.

Required Experience