Member Services & Banking Solutions Specialist

Coasthills Federal Credit Union; Santa Maria (CA); Vor Ort; USD 30.000 - 31.000; Teilzeit

Zusammenfassung

CoastHills Federal Credit Union in Santa Maria, CA, is seeking a part-time Contact Center Specialist to handle banking transactions, assist members with their needs, and cross-sell products and services. Under supervision, you will respond to member inquiries by phone or digital channels, open and close accounts, process deposits and payments, and support digital banking questions and issues.

This role requires at least one year of customer service or cash handling experience and knowledge of

Qualifikationen

• Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Successful completion of core competencies certification and Member Services Officer Level 2 certification within six months of employment.
• Knowledge of CoastHills policies and willingness to travel for training.

Aufgaben

• Processes banking transactions, such as withdrawals, transfers of funds, requests for account information, etc., by phone, mail, and/or digital channels.
• Opens share accounts and closes accounts as requested.
• Responds to member concerns and requests; assists with completion of forms and documents.
• Explains, promotes and cross sells CoastHills services and products.
• Performs duties as assigned by management and may be assigned to work at any location.

Kenntnisse

Customer service

Cash handling

Cross-selling

Communication skills

Jobbeschreibung

CoastHills Federal Credit Union in Santa Maria, CA, is seeking a part-time Contact Center Specialist to handle banking transactions, assist members with their needs, and cross-sell products and services. Under supervision, you will respond to member inquiries by phone or digital channels, open and close accounts, process deposits and payments, and support digital banking questions and issues.

This role requires at least one year of customer service or cash handling experience and knowledge of