Member Services & Referrals Advisor

7 17 Credit Union; Warren (OH); On-site; USD 32,000 - 48,000; Full time

Job summary

7 17 Credit Union is seeking a Teleservice Representative in Warren, OH to greet members and guide them through available credit union services. You will process routine transactions, provide accurate information, and reference products that best fit each member's financial goals.

The role emphasizes a strong customer service mindset, adherence to security protocols, and clear communication with diverse members. Training and supportive team environment are provided.

Qualifications

• High school diploma or equivalent required.
• Direct sales or cross-sale/referral experience within last three years or completion of credit union sales/referral training.
• Excellent oral communication and interpersonal abilities.
• Ability to work proficiently in a Windows-based environment.
• Strong customer service mindset with attention to detail and accuracy.
• Professionalism and ability to handle sensitive member information.

Responsibilities

• Accomplishes three objectives with each incoming call: provide superior member service, fulfill the primary objective of the call, and identify other potential member needs.
• Refer/sell appropriate credit union products and services to members.
• Handle transactions including transfers, loan information, and online banking assistance.
• Identify and resolve member issues or escalate via Helpdesk as needed.
• Maintain confidentiality of member information and follow security protocols.

Skills

Customer service

Sales/referrals

Oral communication

Time management

Interpersonal skills

Education

High school diploma or equivalent

Tools

Windows-based environment

Job description

7 17 Credit Union is seeking a Teleservice Representative in Warren, OH to greet members and guide them through available credit union services. You will process routine transactions, provide accurate information, and reference products that best fit each member's financial goals.

The role emphasizes a strong customer service mindset, adherence to security protocols, and clear communication with diverse members. Training and supportive team environment are provided.