Member Care & Solutions Advisor

Allegacy Financial; Greensboro (NC); On-site; USD 31,000 - 45,000; Full time

Job summary

Allegacy Financial in Greensboro, NC seeks a customer service representative to deliver exceptional member service over the phone and online, within defined service standards and with deep product knowledge. You will work in a fast-paced team, handle multiple tasks, resolve member concerns, educate on credit union products, and cross-sell where appropriate while maintaining integrity and reliability.

This role requires adaptability to non-traditional hours and the ability to diffuse irate

Qualifications

• Excellent telephone communication skills.
• Ability to handle multiple tasks.
• Ability to work in a fast-paced team environment.
• General computer knowledge.
• Ability to diffuse an irate member.
• Problem solving skills.
• Understanding of credit union products, services and promotions.
• Ability to listen to the members’ needs and/or concerns.
• Personal integrity and reliability.
• Eligibility to be bonded.
• Ability to adapt to non-traditional work schedule/hours.
• Ability to incorporate AFCU performance attributes in daily work activates.

Responsibilities

• Meet or exceed established service goals.
• Provide quality customer service over the phone and internet.
• Educate, promote and sell credit union products based on identified needs.
• Ability to continually learn about credit union products, services and promotions.
• Ensure that proper documentation is disclosed to applicants to comply with laws, regulations and policies that relate to credit union operations.
• Recommend other credit union products (cross-sell) based on identified needs through the interview process. Typically, 50% of this job’s requirements are cross selling.

Skills

Phone etiquette

Multi-tasking

Team environment

General computer skills

De-escalation

Problem solving

Product knowledge

Active listening

Integrity & reliability

Bonding eligibility

Flexible schedule

AfcU performance attributes

Education

High school diploma or equivalent

Job description

Allegacy Financial in Greensboro, NC seeks a customer service representative to deliver exceptional member service over the phone and online, within defined service standards and with deep product knowledge. You will work in a fast-paced team, handle multiple tasks, resolve member concerns, educate on credit union products, and cross-sell where appropriate while maintaining integrity and reliability.

This role requires adaptability to non-traditional hours and the ability to diffuse irate