Member Experience & Sales Advisor I

Banking for GOOD

Tarpon Springs (FL)

On-site

USD 32,000 - 42,000

Full time

14 days+
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Benefits offered by this job

Up to 18 paid days off in the first ye
Up to 12 paid holidays
Health and dental insurance
Life and disability insurance
Excellent 401k program
Tuition reimbursement
Fitness reimbursement program
Mobile device assistance program
Free Achieva Checking Plus account

Job summary

Achieva Credit Union is seeking a customer service professional to deliver top-tier support in a busy call center, handling calls, emails and chats. You will identify opportunities to offer relevant credit union products and services while ensuring high levels of member satisfaction and confidentiality.

Requirements include a high school diploma or GED, 1+ year in financial services or call center, and strong communication skills.

Qualifications

  • High school diploma or GED.
  • Financial institution experience preferred.
  • Call center and sales experience desirable.
  • Bi-lingual in Spanish preferred; strong communication skills.

Responsibilities

  • Provide prompt, friendly and accurate service to members.
  • Cross-sell credit union products and services to meet member needs.
  • Handle inquiries via telephone, email and live chat in a call center.
  • Maintain member confidentiality and uphold ethical standards.
  • Meet productivity, quality and sales goals; work Saturdays as needed.
  • Perform member maintenance and issue research for solutions.

Skills

Bi-lingual in Spanish
Exceptional verbal & written comms
Ability to multi-task
Organizational skills
Attention to detail

Education

High school diploma or GED

Tools

Microsoft Office
Outlook
Windows-based PC
10 key calculator
Data entry 30-45 WPM

Job description

Achieva Credit Union is seeking a customer service professional to deliver top-tier support in a busy call center, handling calls, emails and chats. You will identify opportunities to offer relevant credit union products and services while ensuring high levels of member satisfaction and confidentiality.

Requirements include a high school diploma or GED, 1+ year in financial services or call center, and strong communication skills.

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