Service Representative I (Call Center) (Onsite)

Universal 1 Credit Union; Beavercreek (OH); On-site; USD 31,000 - 42,000; Full time

Job summary

Universal 1 Credit Union seeks a member service-focused professional to assist members using electronic tools. You will support product and service inquiries, make referrals, and handle transactions with accuracy. The role emphasizes balancing duties and delivering outstanding service.

The ideal candidate has strong communication, a professional demeanor, and solid math skills, with experience in customer service and a preference for financial institution background.

Qualifications

• High school diploma or equivalent.
• 1 year of customer service experience is required.
• Phone customer service is preferred.
• Financial institution experience is preferred.

Responsibilities

• Assist members professionally through electronic tools.
• Provide product and services support and referrals.
• Perform transactions and balancing.
• Deliver excellent member service.

Skills

Customer service

Communication

Public relations

Professional appearance

Computer skills

Math abilities

Education

High school diploma

Tools

Computer applications

Job description

POSITION PURPOSE

Responsible for assisting all members effectively and professionally through a variety of electronic tools. This includes upholding the U1 Values, product and services support, making appropriate referrals, performing transactions, handling balancing and providing excellent member service.

QUALIFICATIONS

Education/Certification:

• High school diploma or equivalent.

Experience Required:

• 1 year of customer service experience is required.
• Phone customer service is preferred.
• Financial institution experience is preferred.

Knowledge/Skills/Abilities:

• Excellent communication and public relations skills.
• Professional appearance, dress, and attitude.
• Ability to operate related computer applications and business equipment.
• Solid math abilities.