Member Support Specialist - Financial Services

Veridian Credit Union; Waterloo (IA); On-site; USD 22,000 - 29,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Profit-sharing plans

Yearly incentive program

Job summary

A not-for-profit financial cooperative is looking for a Member Support Associate I in Waterloo, Iowa. This role involves providing superior service by conducting transactions, assisting members with their financial goals, and promoting products over the phone. The ideal candidate has a high school diploma and experience in customer service, preferably in a call center or financial institution. Benefits include medical, dental, and vision insurance, as well as a supportive work environment.

Qualifications

• Related work experience in customer service, preferably in a call center environment.
• Proficiency in electronic services.
• Fluent computer skills in a Microsoft Windows Environment.

Responsibilities

• Provide superior member service by conducting transactions accurately.
• Assist members with their financial goals.
• Promote Veridian products and services over the phone.
• Conduct member transactions including loan payments, deposits, and withdrawals.
• Actively cross-sell credit union services.
• Prepare and maintain reports as required.

Skills

Oral and written communication skills

Member service focus

Attention to detail and accuracy

Problem solving

Education

High School Diploma

Tools

EchoSign

SWBC

Microsoft Windows

Job description

A not-for-profit financial cooperative is looking for a Member Support Associate I in Waterloo, Iowa. This role involves providing superior service by conducting transactions, assisting members with their financial goals, and promoting products over the phone. The ideal candidate has a high school diploma and experience in customer service, preferably in a call center or financial institution. Benefits include medical, dental, and vision insurance, as well as a supportive work environment.