Contact Center Consultant I

Family Trust FCU; Nebraska; Sur place; USD 21 000 - 28 000; Plein temps

Résumé du poste

Family Trust FCU is seeking a Contact Center Consultant I to serve as the primary contact for members via phone, email, and chat. The role focuses on resolving inquiries, researching issues, and providing accurate support across credit union products and services.

Essential duties include handling inquiries, ensuring member privacy, and cross-selling services to promote member financial well-being. Minimum six months of related experience and a high school education are required.

Qualifications

• Excellent written and verbal communication skills are required.
• Good listening and telephone skills are needed to assist members.
• Ability to multi-task and adapt to change while delivering accurate information.

Responsabilités

• Respond to member inquiries via phone, email, and chat and resolve issues or complete requests.
• Cross-sell credit union products and services based on member needs.
• Protect member privacy and verify identity before providing services; follow security procedures.

Connaissances

Communication skills

Listening skills

Multitasking

Sales awareness

Customer service

Formation

High School diploma or equivalent

Outils

PC software & mainframe

Description du poste

The Contact Center Consultant I serves as a primary point of contact for members and employees, delivering exceptional service through phone, online, and other electronic channels. This role is responsible for resolving inquiries, researching issues, and providing accurate, timely, and professional support across a broad range of credit union products and services. The position requires a strong understanding of branch operations, deposit accounts, and member services, with the ability to identify member needs, recommend appropriate solutions, and refer specialized requests to the appropriate department. The Contact Center Consultant also supports the credit union’s growth by cross-selling and promoting products and services that enhance members’ financial well-being.

Essential Functions & Responsibilities:

• Receive incoming member calls, emails and chats, determine the nature of their request, and make every reasonable attempt to answer the inquiry, to complete the request, or to resolve the problem in a timely manner and without transferring the member to another department.
• Provide basic member service as requested to include but not limited to:
  • Maintain member privacy and accurately authenticate member before providing services
  • Answer general member account inquiries concerning share and loan accounts
  • Process requests for stop payments, copies of share drafts, and copies of statements
  • Process member requests for withdrawals, transfers between accounts, and loan payments
  • Assist members with new or maturing share certificates
  • Process the necessary warnings and account blocks when a member reports a lost or stolen checkbook, ATM card, Visa credit card or Visa debit card
  • Assist members with debit card and credit card related questions
• Conduct the necessary research to resolve member problems and complaints, to include timely and complete follow through, accurate documentation and resolving the issue to the member’s satisfaction.
• Cross-sell credit union products and services through Synapsys based upon the needs and requests of the member, to include actively persuading members to use more online electronic services.
• Performs other job-related duties as assigned.
• Maintain knowledge of and comply with all BSA related regulations and internal policies and procedures.

Performance Measurements:

• Excellent written and oral communication skills to include delivering outstanding member service by telephone and chat.
• Ability to make decisions which are consistent with credit union policy without compromising our mission and core values.
• Analytical, problem solving and decision-making skills to include research and the ability to follow through on problems until resolved.
• Ability to handle multiple tasks concurrently.
• Extensive knowledge of all credit union products.
• Complete required annual training and adhere to all security procedures and regulatory guidelines.
• Participate in continuing education through training programs as assigned.

Knowledge and Skills:

Experience: Minimum six months of similar or related experience

Education: A high school education is required, with additional education desired. Work experience will also be considered.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Other Skills: Good listening and telephone skills; experience with automated data processing systems including PC, software programs and mainframe system. Ability to multi-task, adjust to change, and have ability to use discernment and good judgement when making exceptions without compromising our mission and core values. Ability to recognize and act upon sales opportunities. A strong commitment to continued education. Remain calm in fast paced, high volume conditions.

Team Player

Works well as a member of a group

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Education

High School or better.

Experience

Minimum six months of similar or related experience; call center experience preferred

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.