Member Services Representative - Member Engagement - (San Diego)

North Island Credit Union; San Diego (CA); On-site; USD 30,000 - 38,000; Full time

Job summary

California Credit Union in San Diego, CA is hiring a Member Services Representative – Member Engagement to handle incoming calls, assist members with accounts, and resolve inquiries with professionalism and integrity.

This full-time clerical role emphasizes product cross-selling, strict adherence to procedures, and knowledge of audit/compliance. Two to four years in a call center is preferred; college coursework is desired.

Qualifications

• Abilities include communication, time-management, analysis and problem-solving.
• Strong customer service skills with ability to cross-sell products.
• Knowledge of call center operations and basic banking procedures.

Responsibilities

• Provide prompt, accurate information to members about accounts and products.
• Cross-sell Credit Union services to meet member needs.
• Respond to member questions and concerns in a courteous manner.
• Follow procedures for wire transfers, checks, ATM & Debit Card processing.
• Maintain working knowledge of audit and compliance regulations.

Skills

Customer service

Communication

Time management

Cross-sell

Teamwork

Problem-solving

Education

College coursework desired

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical San Diego, CA, US

3 days ago Requisition ID: 1375

Salary Range: $21.84 To $27.43 Hourly

General Summary:

The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit Union members. Responsibilities include assisting members with their accounts, responding to product, operations, and policy inquiries. Resolve account concerns and complaints in an accurate, timely and professional manner, with the highest level of integrity and service.

Principal Accountabilities (95%):

• Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.
• Offers and cross-sells Credit Union products and services to meet member needs.
• Effectively responds to member’s questions and/or concerns.
• Adhere to and follow all procedures including, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.
• Maintain a working knowledge and understanding of all audit and compliance regulations.

Secondary Accountabilities (5%):

• Performs other duties as assigned.
• Complies with BSA requirements as commensurate with position.

Position Requirement and Qualifications:

Abilities: Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving.

Knowledge, Education, Certifications, Licenses: Strong technical knowledge of all call center service duties, including policies, procedures, member transactions and system applications. General understanding of human resources policies and procedures. College coursework desired.

Experience: Two to four years of progressively responsible experience in a call center environment as a lead to gain the knowledge, skills and abilities to handle all aspects of the position.

Working Conditions and Physical Demands

Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide.

EOE

General Summary:

The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit Union members. Responsibilities include assisting members with their accounts, responding to product, operations, and policy inquiries. Resolve account concerns and complaints in an accurate, timely and professional manner, with the highest level of integrity and service.

Principal Accountabilities (95%):

• Provide prompt and accurate information to members regarding accounts, Credit Union products, services, and promotions.
• Offers and cross-sells Credit Union products and services to meet member needs.
• Effectively responds to member’s questions and/or concerns.
• Adhere to and follow all procedures including, wire transfers, check orders, ATM & Debit Card processing, lost/stolen cashier’s checks, share, and loan accounts.
• Maintain a working knowledge and understanding of all audit and compliance regulations.

Secondary Accountabilities (5%):

• Performs other duties as assigned.
• Complies with BSA requirements as commensurate with position.

Position Requirement and Qualifications:

Abilities: Excellent abilities in communication, time-management, analysis, customer service, judgment, cross-sell, teamwork, planning, and problem-solving.

Knowledge, Education, Certifications, Licenses: Strong technical knowledge of all call center service duties, including policies, procedures, member transactions and system applications. General understanding of human resources policies and procedures. College coursework desired.

Experience: Two to four years of progressively responsible experience in a call center environment as a lead to gain the knowledge, skills and abilities to handle all aspects of the position.

Working Conditions and Physical Demands

Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide.

EOE

Monday-Friday (7:00 a.m.-7:00 p.m.), rotating Saturdays (8:00 a.m.-3:00 p.m.)
40 hours