Financial Solutions Associate — Hybrid & Member Services

Chartway Federal Credit Union; United States; Híbrido; USD 28 000 - 29 000; Tempo integral

Resumo da oferta

Chartway Federal Credit Union is seeking a Financial Solutions Representative I to handle inbound member inquiries, educate members on CU products, and maintain accuracy in member data. The role offers hybrid work options and emphasizes delivering an exceptional member experience in a fast-paced call center environment.

The ideal candidate will have at least 1 year of retail or customer service experience, a high school diploma or GED, and the ability to meet performance goals while adhering to

Qualificações

• Education: High school diploma or GED.
• Experience: One year retail or customer service, preferably in a call center environment.
• Salary requirements must be included with your application and resume.

Responsabilidades

• Take inbound calls from members and non-members for general servicing inquiries across accounts and loan products.
• Option to work hybrid based on skillset and time in position.
• Exercise problem solving and promote the benefits of membership.
• Update member and account information as needed.
• Maintain service levels by handling a high volume of calls in a fast-paced environment.
• Cross-sell credit union products and services to meet referral goals.
• Respond to member inquiries regarding products, services, and promotions.
• Comply with Bank Secrecy Act record-keeping and fraud prevention requirements.

Conhecimentos

Call center

Customer service

Cross-selling

Communication skills

Financial product knowledge

Formação académica

High school diploma or GED

Descrição da oferta de emprego

Chartway Federal Credit Union is seeking a Financial Solutions Representative I to handle inbound member inquiries, educate members on CU products, and maintain accuracy in member data. The role offers hybrid work options and emphasizes delivering an exceptional member experience in a fast-paced call center environment.

The ideal candidate will have at least 1 year of retail or customer service experience, a high school diploma or GED, and the ability to meet performance goals while adhering to