Member Care Specialist – Call Center (Credit Union)

SunWest Federal Credit Union; Arizona; On-site; USD 32,000 - 46,000; Full time

Job summary

SunWest Federal Credit Union in the United States is seeking a responsive Member Service Representative to handle a variety of member service calls in a professional and timely manner.

You will educate members on SunWest products, assist with online help, process inquiries about accounts and payments, and ensure compliance with BSA/AML standards. Strong customer service and computer skills, plus a valid driver’s license, are required.

Qualifications

• High School Diploma or Equivalent required.
• Valid driver’s license required.
• Minimum two years customer service experience in call center , Credit Union a plus.
• Excellent computer efficiency (MS Office/Word/Excel and Outlook). Required
• Understanding of Credit Union Philosophy, a plus

Responsibilities

• Receives member telephone questions, concerns or complaints promptly and in a professional manner.
• Completes research discrepancies and review need for any fee adjustments.
• Completes merchant verifications.
• Complete stop payment and loan revision requests, SurePay and bank transfer forms for accounting department.
• Facilitate the financial security of our members by educating them on SunWest’s products and services.
• Provide and assist with online help for password resets, SurePay and bank transfer forms as needed/required.
• Resolves member questions regarding accounts, orders and payments.
• Completes weekly information center reports accurately and promptly.
• Uphold the compliance requirement of all related federal regulations, including but not limited to; the Bank Secrecy Act and Anti-Money Laundering policies and procedures. Complete annual BSA training requirements as established by SunWest Credit Union.
• Perform related duties as assigned by supervisor.

Skills

Customer service

Call center

Communication

MS Office

Excel

Word

Outlook

Education

High School Diploma or Equivalent

Tools

MS Office

Excel

Word

Outlook

Job description

SunWest Federal Credit Union in the United States is seeking a responsive Member Service Representative to handle a variety of member service calls in a professional and timely manner.

You will educate members on SunWest products, assist with online help, process inquiries about accounts and payments, and ensure compliance with BSA/AML standards. Strong customer service and computer skills, plus a valid driver’s license, are required.