E-Branch Service Agent

Leaders Credit Union; Jackson (TN); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Healthcare benefits

Vacation time

Sick time

401k options

Profit-sharing plan

Saturday pay

Job summary

Leaders Credit Union in Jackson, TN is seeking an E-Branch Service Agent to assist members with financial transactions via phone, email, and web. You will help members achieve their financial goals while upholding service standards and mutual-aid culture.

The role requires a high school diploma or GED, 6+ months of financial institution experience, and excellent verbal and written communication. Leaders offers great benefits, training, growth, and a Saturday shift with time-and-a-half.

Qualifications

• High school education or GED required.
• 6+ months of financial institution experience preferred.
• Excellent verbal and written communication skills.
• Provide prompt, accurate and professional service to all members and coworkers.

Responsibilities

• Assist members with all financial transactions via digital channels (phone, email, web).
• Meet and exceed Leaders Credit Union’s member service standards in all interactions.
• Answer phones efficiently while maintaining service standards.
• Maintain accurate and complete information on member accounts.
• Help members grow financially through product referrals.
• Provide excellent service through digital interactions.

Skills

Verbal communication

Written communication

Customer service

Education

High School Diploma or GED

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.

E-Branch Service Agent

Jackson, TN, US

Thank you for taking the time to review our positions. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union.

Who is Leaders Credit Union?We are a member-owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable. Our purpose is simple: to provide a sound, convenient alternative to traditional banking.

What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members’ needs. These values are:

• Member Focused
• Team Oriented
• Community minded
• Forward Thinking

Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work For in the country for three years in a row. So, what makes Leaders such a great place to work?

• Great benefits! We offer healthcare, vacation time, sick time, 401k options, and a profit-sharing plan (just to name a few!) Our Human Resources team is always looking to make sure that our benefit packages are competitive.
• Work with a mission! Our mission statement isn’t just something written on a billboard, we truly look to “power your passion and make lives better.” That mission is lived out by member facing personnel as well as our back-office employees.
• Extensive training! We go to great lengths to make sure you know your job responsibilities and are comfortable through a very thorough training process. But our training goes beyond that. We offer monthly classes on everything from mortgage products to conflict resolution. We give you the tools you need to succeed.
• Room for growth! At Leaders, you are only limited by your own ambition. Being part of a quickly growing financial institution leaves room for personal growth, and we do our best to promote from within whenever possible.

What does a day as a E-Branch Service Agent look like?

• Assist members with all financial transactions via our digital channels (phone, email, web).
• Meet and exceed Leaders Credit Union’s established member service standards in all member and coworker interaction.
• Answer phones in an efficient manner while maintaining service standards.
• Maintain accurate and complete information on member accounts.
• Work directly with our members to assist in their financial growth through product referral
• Provide members with excellent service through digital interactions

What is the schedule? Our hours are 8:0 am to 6:0pm Monday through Friday. The 6:0 hour is covered on a rotating basis. Our E-Branch is open from 9:0 to 1:0 on Saturdays. Saturdays are covered on a rotating basis. Working Saturdays does have it perks! We offer Saturday pay, which means time and a half, no matter how many hours you have worked during the week. Sometimes giving top-notch member service may require a little overtime, but we value work-life-balance and do our best to limit this.

Does your skillset and experience line up? For this role, we are looking for someone who:

• Has a high school education or GED
• 6 months or more of financial institution experience would be preferable
• Excellent verbal and written communication skills
• Provide prompt, accurate, friendly, and professional service to all credit union members and coworkers