Member Services & Sales Advocate - Multichannel

MidWest America Federal Credit Union; Fort Wayne (IN); On-site; USD 35,000 - 37,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Paid Short & Long-Term Disability

Health insurance

Paid Life insurance

Paid time off

Paid Vision insurance

Volunteer hours

Sick Time

Paid holidays

Personal Time

Tuition Reimbursement

Competitive Pay

Identity Theft Monitoring

Comprehensive training

Job summary

MidWest America Federal Credit Union in Fort Wayne, IN is seeking a Contact Center Representative to provide courteous, efficient member service, including account opening, via phone and electronic channels. The role requires independence and a commitment to upholding the credit union’s mission.

A high school diploma is required; prior experience in sales or member service is preferred. The position includes cross-selling and meeting production goals within a busy contact center environment.

Qualifications

• A high school diploma or GED equivalent is required.
• Prior experience in sales, member service, or a contact center is preferred.
• Working knowledge of teller transaction processing and sales is recommended.
• Reliable transportation to and from work is required.

Responsibilities

• Maintain a positive and professional image of both yourself and the Credit Union.
• Provide accurate, timely, and courteous service to members by processing transactions efficiently.
• Maintain confidentiality and adhere to the Credit Union’s security protocols.
• Answer incoming phone calls and route them to the appropriate branch or department.
• Ensure all paperwork is accurate and scanned in a timely manner.
• Cross-selling Credit Union products and services. Actively request member referrals.
• Assist members through multiple communication channels, such as phone, text, email, and DocuSign.
• Proactively seek out and act on sales opportunities aligned with the members’ needs.
• Maintain a working knowledge of Credit Union policies and procedures.
• Meet individual phone agent production goals and contribute to overall Credit Union sales objectives.
• Make outbound calls as needed to support special sales campaigns.

Skills

Phone etiquette

Verbal communication

Written communication

Multitasking

Teamwork

Problem-solving

Microsoft Outlook

Microsoft Word

Symitar

Excel

Education

High school diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Symitar

Excel

Job description

MidWest America Federal Credit Union in Fort Wayne, IN is seeking a Contact Center Representative to provide courteous, efficient member service, including account opening, via phone and electronic channels. The role requires independence and a commitment to upholding the credit union’s mission.

A high school diploma is required; prior experience in sales or member service is preferred. The position includes cross-selling and meeting production goals within a busy contact center environment.