Business Member Support Specialist — Hybrid (Sacramento)

Golden-1-Credit-Union; Manlove (CA); Hybride; USD 35 000 - 37 000; Plein temps

Résumé du poste

Golden 1 Credit Union is seeking a Business Member Support Service Center Representative in a hybrid Sacramento, CA setting. The role involves assisting business members with online banking, deposits, lending, and money movements while upholding policy standards and delivering service excellence.

You will handle inquiries via phone and email, resolve issues with guided support, and initiate outreach to new members within three days of onboarding.

Qualifications

• Bachelor’s Degree or equivalent educational or professional experience within the financial industry required
• 2+ years professional experience in financial services, preferably in contact center environments required

Responsabilités

• Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment.
• Resolve business member issues relating to online banking, business deposit products, business lending products, and money movement services products.
• Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures.
• Engage in conversations centered around business members needs, specifically focusing on credit, deposit, and servicing process needs to assist in growing their business.
• Initiate contact with new members within 3 days of their membership initiation.
• Provide support for all inquiries and requests received through the Business Member Support Center phone queues and email inboxes.
• Demonstrate advanced Credit Union knowledge, ability to resolve issues, digital support, and escalations with minimum guidance.

Connaissances

Customer service

Phone support

Financial services

Policy knowledge

Multi-tasking

Regulatory compliance

Formation

Bachelor's degree or equivalent

Description du poste

Golden 1 Credit Union is seeking a Business Member Support Service Center Representative in a hybrid Sacramento, CA setting. The role involves assisting business members with online banking, deposits, lending, and money movements while upholding policy standards and delivering service excellence.

You will handle inquiries via phone and email, resolve issues with guided support, and initiate outreach to new members within three days of onboarding.