Member Service Specialist: Call Center with Incentives

FORUM Credit Union; Fishers (IN); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Competitive pay

Student loan reimbursement

Tuition assistance

Wellness programs

Volunteer time

Professional development

401K with match

Benefits package

Generous PTO

Job summary

FORUM Credit Union in Fishers, IN is seeking a Member Service Specialist to serve as a trusted financial advisor over the phone and in person. You will handle member inquiries, process requests across multiple systems, and recommend appropriate products and services to help members achieve their financial goals.

The role emphasizes excellent service, a positive attitude, and teamwork with peers and supervisors. A high school diploma and customer service experience are required or preferred.

Qualifications

• High School Diploma or Equivalent is required or preferred.
• Call center experience is preferred.
• Strong customer service background.

Responsibilities

• Problem solving and member account maintenance
• Using multiple systems to process member’s requests
• Identifying needs and recommending appropriate products and services
• Collaborating with peers and supervisors on a daily basis
• Providing excellent member service over the telephone

Skills

Call center experience

Customer service experience

Proficient computer skills

Enthusiastic and positive attitude

Education

High School Diploma or Equivalent

Job description

FORUM Credit Union in Fishers, IN is seeking a Member Service Specialist to serve as a trusted financial advisor over the phone and in person. You will handle member inquiries, process requests across multiple systems, and recommend appropriate products and services to help members achieve their financial goals.

The role emphasizes excellent service, a positive attitude, and teamwork with peers and supervisors. A high school diploma and customer service experience are required or preferred.