Member Experience Specialist (Bilingual)

Colonial Group

Town of Brookfield (WI)

Sur place

USD 36 000 - 42 000

Plein temps

Il y a 3 jours
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Résumé du poste

Landmark Credit Union is seeking a customer service-oriented professional to handle member inquiries mainly by phone, cross-sell services, and promote financial wellbeing. You will learn multiple systems and work with a collaborative team.

Responsibilities include handling transactions, educating members to self-serve, and ensuring policy compliance while delivering exceptional service to our members.

Qualifications

  • High school diploma or equivalent and at least two years in customer service.
  • Bilingual English/Spanish preferred.
  • Ability to learn and use company systems.
  • Excellent verbal and written communication; problem solving.
  • Understand and follow company policies and laws.

Responsabilités

  • Answers members phone inquiries and resolves issues.
  • Processes transactions by telephone.
  • Educates members to self-serve and reduce contacts.
  • Uses various third-party systems.
  • Cross-sell Landmark products and services.
  • Performs other duties as assigned.

Connaissances

Customer service
Bilingual English/Spanish
Verbal communication
Written communication
Problem solving
Organizational skills
Independence

Formation

High school diploma

Description du poste

Landmark Credit Union is seeking a customer service-oriented professional to handle member inquiries mainly by phone, cross-sell services, and promote financial wellbeing. You will learn multiple systems and work with a collaborative team.

Responsibilities include handling transactions, educating members to self-serve, and ensuring policy compliance while delivering exceptional service to our members.

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