Member Service Pro II — Contact Center

Center Parc Credit Union; Atlanta (GA); On-site; USD 27,000 - 34,000; Full time

Job summary

Center Parc Credit Union in Atlanta, GA is seeking a Customer-focused Member Service Representative II to join our Contact Center. The role handles day-to-day banking needs, online support, payments, transfers, and opening new accounts while delivering exceptional member service.

Requires at least 2 years of banking or credit union experience, strong communication, and the ability to work in a fast-paced call center.

Qualifications

• Requires a level of knowledge normally gained with a high school diploma or equivalent.
• 2 years transactional work experience in banking, financial services, or a credit union.
• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software.

Responsibilities

• Provides service to members in a variety of settings including periodically being assigned to work at various CPCU locations due to long term absences, business needs, projects, or business continuity needs.
• May serve as a lead teller.
• Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
• May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.
• Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.
• Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can’t be resolved by yourself.
• Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
• Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; Sets up share/loan allocations for accounts.
• Engages in needs-based dialogue with members to fully understand the member’s financial needs.
• Recommends and positions credit union products and services that meet the member’s needs.
• Based on member needs, makes referrals to internal partners for product delivery
• As required, completes outbound calls, and engages in member retention conversations.

Skills

Customer service

Call center experience

Banking knowledge

Problem solving

Education

High school diploma

Tools

Symitar

Meridian Link

Job description

Center Parc Credit Union in Atlanta, GA is seeking a Customer-focused Member Service Representative II to join our Contact Center. The role handles day-to-day banking needs, online support, payments, transfers, and opening new accounts while delivering exceptional member service.

Requires at least 2 years of banking or credit union experience, strong communication, and the ability to work in a fast-paced call center.