Member Service Specialist - Contact Center & Loans

CHARTER OAK FEDERAL CREDIT UNION; Waterford (CT); On-site; USD 32,000 - 61,000; Full time

Job summary

Charter Oak Federal Credit Union in Waterford, CT, is seeking a motivated Contact Center Member Service Representative to deliver outstanding service by phone, online, and email. The role combines inbound support with trusted cross-selling of deposit and loan products using APEX tools.

Candidates need banking or contact center experience and excellent communication in a fast-paced team environment. Partial remote options are not indicated; positions are on-site in Waterford, requiring

Qualifications

• Prior contact center or banking experience required.
• Excellent communication and interpersonal skills.
• Ability to work in a fast paced team environment.

Responsibilities

• Receives and greets members, determines needs, and refers to proper department.
• Explain and cross-sell credit union services using APEX tools.
• Perform clerical functions for deposits, loans and other products.
• Assist members in researching, balancing and reconciling accounts; exercise prudent judgment.
• Oversee security procedures for safe deposit and related activities.
• Backup for Teller as needed.

Skills

Customer service

Communication

Tools

APEX tools

Job description

Charter Oak Federal Credit Union in Waterford, CT, is seeking a motivated Contact Center Member Service Representative to deliver outstanding service by phone, online, and email. The role combines inbound support with trusted cross-selling of deposit and loan products using APEX tools.

Candidates need banking or contact center experience and excellent communication in a fast-paced team environment. Partial remote options are not indicated; positions are on-site in Waterford, requiring