Member Experience & Financial Services Specialist

CommunityAmerica Federal Credit Union; Lenexa (KS); On-site; USD 32,000 - 42,000; Full time

Job summary

CommunityAmerica Federal Credit Union in Lenexa, Kansas is seeking a dependable Member Service Representative to handle member inquiries via phone and written communication, delivering a positive experience and building lasting relationships.

In this full-time role, you will educate members on financial products, process transactions, and collaborate with other departments to resolve issues while maintaining confidentiality and adhering to security procedures. Weekend rotations are included.

Qualifications

• 1 year of experience in a financial institution or customer service.
• Experience in a high-volume, high-production environment.
• Ability to maintain confidentiality and follow verification procedures.

Responsibilities

• Determine member needs and educate them on appropriate beneficial products and services.
• Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security.
• Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise.
• Partner with internal and external departments to help resolve member inquires and issues to drive optimum resolutions.
• Process account transactions accurately at the request of the member.
• Research member questions and accurately communicate the resolution or process to resolve.
• Adhere to Contact Center scorecard requirements by meeting minimum performance goals.
• Advocate, promote and create honest and open communication throughout the credit union.
• Demonstrate behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
• Collaborate with internal departments to ensure the workflow or process is providing the best service to the members.

Skills

Customer service

Communication

Multi-tasking

Confidentiality

Problem solving

Teamwork

Time management

Adaptability

Attention to detail

Bondable

Education

High school diploma or equivalent

Associate or bachelor's degree

Job description

CommunityAmerica Federal Credit Union in Lenexa, Kansas is seeking a dependable Member Service Representative to handle member inquiries via phone and written communication, delivering a positive experience and building lasting relationships.

In this full-time role, you will educate members on financial products, process transactions, and collaborate with other departments to resolve issues while maintaining confidentiality and adhering to security procedures. Weekend rotations are included.