Member Experience Specialist – Banking & Financial Wellness

R.I.A. Federal Credit Union; United States; On-site; USD 32,000 - 42,000; Full time

Job summary

R.I.A. Federal Credit Union is seeking a Contact Center Representative to assist members with deposits, loans, and account inquiries.

The role focuses on building relationships and educating members about products and services, while maintaining the highest standards of integrity and security. You will interact with members via phone, chat, or in person, handling routine transactions and providing courteous, accurate information.

Qualifications

• Strong written and verbal communication in English.
• Ability to follow and convey instructions clearly.
• Attention to detail and accurate data handling.

Responsibilities

• Learn and educate members about products and services.
• Interact with members via deposit/loan transactions and inquiries.
• Perform banking tasks: payments, transfers, statements, and verification forms.
• Uncover opportunities to help members and refer to the appropriate team.
• Follow policies and protect member information and security.

Skills

Communication skills

Attention to detail

Customer service

Teamwork

Multitasking

Education

High school diploma or GED

Additional education/experience in related field

Job description

R.I.A. Federal Credit Union is seeking a Contact Center Representative to assist members with deposits, loans, and account inquiries.

The role focuses on building relationships and educating members about products and services, while maintaining the highest standards of integrity and security. You will interact with members via phone, chat, or in person, handling routine transactions and providing courteous, accurate information.