Credit Union Client Team Representative - Remote

Location Services; Indianapolis (IN); Remote; USD 36,000 - 48,000; Full time

Job summary

Location Services is seeking a Client Team Representative to handle client and debtor inquiries by phone and email, with a remote option for those outside Indiana and an office presence for Indianapolis residents. You will perform data entry, address verification, and escalate tasks to operations while maintaining high standards of service.

The role requires a year of call center or customer service experience, proficiency with Microsoft Office tools, and excellent written and verbal

Qualifications

• Associates Degree or equivalent from a two-year college or technical school.
• At least one year of call center, customer service or industry-related experience required.
• Working knowledge of Microsoft Office, Outlook, PowerPoint, Word and Excel.

Responsibilities

• Support and fulfill client and debtor requests via company phone system (Jive).
• Answer client and debtor calls accordingly, provide accurate data entry and updates, research and review incoming requests for action needed by operations team.
• Support and fulfill client requests received via assignment system utilizing company system of record and email process.
• Provide initial review of new addresses provided by client to determine if action is needed.
• Communicate with our clients in clear and precise manner to focus on request fulfillment.
• Communicate results and areas of opportunity to leadership.
• Provide daily, weekly, and monthly reporting to management.
• Must possess a professional phone demeanor.
• Excellent written and verbal communication skills.
• Ability to work in an ever-changing environment focused on providing exceptional service.
• Knowledge/use of internet and search engines and be capable of conducting internet research to support client, debtor assignment research, company operations, training and potential new projects.

Skills

Customer service

Phone support

Data entry

Education

Associate's Degree or equivalent

Tools

Microsoft Office

Outlook

PowerPoint

Word

Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Credit Union Client Team Representative - Remote

4 Base Only Indianapolis, IN, US

Summary/Objective

The primary responsibilities of the Client Team Representative position is to resolve client/debtor requests received via phone system and if needed, transfer the call to the appropriate team for specific requests requiring additional assistance. In addition, respond to client requests for information regarding account updates or additional information provided. Facilitate the fulfillment of requests received via system from client utilizing email process and internal system. Review client accounts for potential incremental skip work as needed and engage client where applicable for skip work requests. Client Team Representative will be a key contributor in providing exceptional customer service to that fully supports our client relationships. Position can be remote if you live outside of Indiana. In office for candidates living in the Indianapolis, IN area.

Essential Functions

• Support and fulfill client and debtor requests via company phone system (Jive)
• Answer client and debtor calls accordingly, provide accurate data entry and updates, research and review incoming requests for action needed by operations team
• Support and fulfill client requests received via assignment system utilizing company system of record and email process.
• Provide initial review of new addresses provided by client to determine if action is needed
• Communicate with our clients in clear and precise manner to focused on request fulfillment
• Communicate results and areas of opportunity to leadership
• Provide daily, weekly, and monthly reporting to management
• Must possess a professional phone demeanor
• Excellent written and verbal communication skills
• Ability to work in an ever-changing environment focused on providing exceptional service
• Knowledge/use of internet and search engines and be capable of conducting internet research to support client, debtor assignment research, company operations, training and potential new projects

Education and Experience

• Associates Degree or equivalent from a two-year college or technical school
• At least one year of call center, customer service or industry-related experience required
• Working knowledge of Microsoft Office, Outlook, PowerPoint, Word and Excel
• Competitive compensation package
• Full suite of medical benefits, including dental, vision, 401k, pet insurance and more!
• PTO and holidays

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are variable and based on business need. Evening and weekend work may be required as job duties demand.

Physical Requirements

This position is indoors. Must be able to sit at a computer terminal for an extended period. May be asked to lift approximately 25 lbs. Exposure to moderate noise and light, i.e business office with computers, phone, printers, light foot traffic.

EEO Statement

Location Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Location Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Applicants must be legally authorized to work in the United States