Remote Teleservice Associate: Member Service & Referrals

7 17 Credit Union; Streetsboro (OH); On-site; USD 21,000 - 26,000; Part time

Job summary

7 17 Credit Union is seeking a Teleservice Representative to support members through remote channels. The role emphasizes accurate transactions, product referrals, and excellent service in a fast-paced environment.

Part-time hours are typically 32–36 hours per week. Strong communication and a customer-service mindset are essential, with bondability and Windows proficiency as part of the requirements.

Qualifications

• High school diploma or equivalent.
• Direct sales or cross-sell experience within the last 3 years.
• Strong customer service mindset and communication skills.
• Comfort with sales-focused responsibilities and identifying member needs.
• Bondable.

Responsibilities

• Deliver superior member service on every call by fulfilling the member’s primary need and identifying opportunities for additional support or product referrals.
• Accurately perform member transactions, including monetary transfers, loan payoff inquiries, fraud claim intake for lost/stolen cards, ACH disputes, and more.
• Maintain high accuracy standards in all transactions and duties.
• Meet productivity expectations in member service, referrals, and sales goals.
• Use designated tools to document call types, submit helpdesk tickets, and relay member feedback.
• Provide routine information about Credit Union services, membership eligibility, account types, locations, hours, and supported vendors.
• Maintain strict confidentiality of member information and Credit Union business.

Skills

Customer service

Communication

Sales referrals

Teamwork

Windows OS

Membership knowledge

Education

High school diploma

Tools

Windows-based systems

Job description

7 17 Credit Union is seeking a Teleservice Representative to support members through remote channels. The role emphasizes accurate transactions, product referrals, and excellent service in a fast-paced environment.

Part-time hours are typically 32–36 hours per week. Strong communication and a customer-service mindset are essential, with bondability and Windows proficiency as part of the requirements.