Financial Call Center Specialist – Member Services

1st Financial FCU; Freehold (NJ); On-site; USD 26,000 - 28,000; Full time

Benefits offered by this job

Medical

Dental

Rx

Vision

Life Insurance

Vacation

Sick Leave

Personal

Tuition Assistance

Retirement Plan

Job summary

1st Financial FCU in Freehold, NJ seeks a Call Center Representative to handle member inquiries by phone, process transactions, and open accounts. The role emphasizes customer service, product knowledge, and accurate handling of funds.

The ideal candidate demonstrates strong communication, mathematical aptitude, and problem-solving abilities, with experience in credit unions or financial services. Full-time position with a comprehensive benefits package and Saturday availability.

Qualifications

• Requires full knowledge of credit union products and services.
• High level of interpersonal skills.
• Good reasoning ability/problem solving skills.
• Solid math skills - able to compute rates, ratios, and percentages.
• Team oriented - contributes to building a positive team spirit.
• Speaks clearly and has strong written and verbal communication skills.
• HS/GED and 2 years related experience.
• Credit Union University, Product & Service Training.
• Available to work Saturdays.

Responsibilities

• Answers general member phone requests and/or questions.
• Responds to member problems and issues.
• Resolves member issues whenever able, or refers member to the appropriate department for assistance.
• Services member transaction requests and opens new accounts, including checking, sub-accounts, share certificates, and money market accounts.
• Evaluates needs of members and offers appropriate financial products and services.
• Has the ability to post transactions and update member and loan information.
• Basic research of accounts to resolve discrepancies.
• Performs settlement of deceased accounts via mail.
• Assists members in setting up distributions of payroll and direct deposit via mail.

Skills

Interpersonal skills

Problem solving

Math skills

Team player

Written & verbal communication

HS/GED

2 years related experience

Product & Service training

Education

HS/GED

Job description

1st Financial FCU in Freehold, NJ seeks a Call Center Representative to handle member inquiries by phone, process transactions, and open accounts. The role emphasizes customer service, product knowledge, and accurate handling of funds.

The ideal candidate demonstrates strong communication, mathematical aptitude, and problem-solving abilities, with experience in credit unions or financial services. Full-time position with a comprehensive benefits package and Saturday availability.