Member Service Advocate - Banking & Loans

Ventura County Credit Union; California; Presencial; USD 30 000 - 31 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Paid Time Off

401k Match

Life Insurance

Education Reimbursement

Membership Discounts

Resumo da oferta

Ventura County Credit Union is seeking a Customer Service Representative for our on-site Ventura, CA location. The role involves assisting members with accounts, transfers, cards, checks, online and mobile banking, and loan applications. You will deliver empathetic, accurate solutions and document all processes.

Shifts vary, with on-site work and occasional travel to Ventura. We value service drive, strong computer skills, and Spanish-speaking abilities as a plus.

Qualificações

• 1+ year of customer service experience.
• Proficient with multiple computer systems.
• Spanish language skills are a plus.

Responsabilidades

• Answer member inquiries about accounts, transfers, cards, and online banking.
• Process loan applications and follow up on decisions.
• Provide solutions with empathy and complete required documentation.
• Research procedures and coordinate with other departments to resolve issues.
• Identify referral and cross-sell opportunities based on account history.
• Meet call center goals for handle time, quality, and after-call work.

Conhecimentos

Customer service

Empathy

Communication

Formação académica

High school diploma

Ferramentas

Genesys Cloud

Symitar/Episys

MeridianLink

Descrição da oferta de emprego

Ventura County Credit Union is seeking a Customer Service Representative for our on-site Ventura, CA location. The role involves assisting members with accounts, transfers, cards, checks, online and mobile banking, and loan applications. You will deliver empathetic, accurate solutions and document all processes.

Shifts vary, with on-site work and occasional travel to Ventura. We value service drive, strong computer skills, and Spanish-speaking abilities as a plus.