Member Services & Solutions Specialist

Nuvision Federal Credit Union; Town of Texas (WI); Remote; USD 21.000 - 29.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Life Insurance

Flexible Spending Account

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Zusammenfassung

Nuvision Federal Credit Union is seeking a Member Contact Center Representative I to provide exemplary service across phone, email, and web channels. You will process deposits and withdrawals, review account details, and assist with loan payments while supporting all depository and lending products.

Emphasis is on conversations that matter with members, building trusted relationships and coordinating with internal teams.

Qualifikationen

• 1 year retail experience with a proven track record in meeting and or exceeding service and sales goals.
• Basic understanding of financial products and services
• Professional verbal skills and etiquette
• Competent computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel), remote signing and ability to work and operate a webcam
• Excellent follow up
• Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
• Excellent Written skills (Email) – Grammar and Spelling
• Member service and organizational skills
• Work well with other departments – Team player
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
• Willingness to make a difference
• Personable and professional

Aufgaben

• Responsible for providing efficient and timely service to the membership via phone, mail, facsimile, as applicable. Provides basic member service transactions, with quality and accuracy.
• Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone.
• Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Performs various duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members.
• Performs a wide variety of account maintenance including but not limited to changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Treats all co-workers and members with respect.
• Supports and participates in continuous improvement activities.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.
• Other related duties as assigned.

Kenntnisse

Customer service

Basic financial knowledge

Verbal communication

Written communication

Computer proficiency

Attention to detail

Team collaboration

Ausbildung

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Jobbeschreibung

Nuvision Federal Credit Union is seeking a Member Contact Center Representative I to provide exemplary service across phone, email, and web channels. You will process deposits and withdrawals, review account details, and assist with loan payments while supporting all depository and lending products.

Emphasis is on conversations that matter with members, building trusted relationships and coordinating with internal teams.