Member Support & Education Specialist

Ultipro; United States; Remote; USD 32,000 - 42,000; Full time

Job summary

Community First Credit Union is seeking a Member Contact Service Specialist to provide exceptional service by phone, process transactions, educate members, and resolve issues in a fast-paced, member-focused environment.

You will support multiple software systems, maintain high call quality, and help members navigate banking products and online services. This role emphasizes service excellence and problem-solving within a credit union setting.

Qualifications

• High school diploma or equivalent; Associate's degree in banking/finance is a plus.
• Two years of experience in financial services or a call center environment.
• Exceptional verbal communication skills and ability to multi-task, prioritize, stay organized, and follow up.

Responsibilities

• Provide exceptional, WOW service over the phone to members using multiple software systems.
• Maintain service level expectations and high call quality while handling a high volume of calls.
• Explain features and benefits of credit union products and services; recommend products and services as appropriate.
• Process share withdrawals, fund transfers, pre-authorized credit line advances, outgoing wires, check orders, certificate renewals, and opening of savings sub-shares.
• Provide account information related to balances, check clearings, deposits, postings, and statements.
• Process, record, and follow up on ACH, payroll distribution requests, and TDs.
• Provide online banking and bill payer set-up, support, and problem-resolution for members and branch staff.

Skills

Excellent communication

Multitasking

Customer service

Web-based software

Education

High school diploma or equivalent

Associate's degree in banking/finance is a plus

Tools

Banking software systems

Job description

Community First Credit Union is seeking a Member Contact Service Specialist to provide exceptional service by phone, process transactions, educate members, and resolve issues in a fast-paced, member-focused environment.

You will support multiple software systems, maintain high call quality, and help members navigate banking products and online services. This role emphasizes service excellence and problem-solving within a credit union setting.