Call Center - Member Contact Center Rep 2 - Remote

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The primary role of the Member Contact Center Rep II is to provide exemplary service to Credit Union via all manners and methods of contact, including but not limited to: phones, e-mail, web channels, mail, and facsimile.

Under minimal supervision, the MCC Rep II performs a wide variety of duties related to member service such as processing deposits and withdrawals, reviewing account information and credit/card transactions, processing loan payments, providing basic online banking support, etc.

This position supports all of the Credit Union depository and lending products and works to achieve cross-sell goals established by the Credit Union.

 

The representatives are generally on the phone in a queue the entire day and responsible for adhering to their assigned schedule to ensure member service standards are met and exceeded.

This role’s focus is the member experience and is expected to represent Nuvision Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members.

This means supporting the Credit Union goals and Core Values.

They must maintain confidentiality with member information, pay attention to detail, ensure accuracy, demonstrate sound judgment, and act with tact and diplomacy. 

Responsibilities:


* Consults with members.


* Identifies needs, offers solutions, and follows up on any pending transactions.


* Holds conversations that matter with members either in person, over the phone, or through written communication.


* Responsible for providing efficient and timely service to the membership via phone, web channels, e-mail, mail, facsimile, and in person as applicable.


* Provides basic member service transactions, with quality and accuracy. 


* Responsible for providing efficient and timely service to the membership via written communications channels (i.e.

chat, secure home banking messages, email, etc.) as applicable.


* Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. 


* Performs various duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA.


* Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.

 


* Recommends other products and services as appropriate from having conversations that matter with members.


* Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notar...