Member Service Representative - Call Center

Location: Sacramento
Posted on: November 20, 2024

Job Description:

Are you looking for your next career, not just your next job? One of the largest, leading credit unions in the state is looking for Member Service Representatives to work in their expanding call center. In this position, you will be building strong relationships with customers in a professional, efficient courteous manner, and responding to customer inquires by telephone.

Must know hoe to sell and up sell banking products. Had sales metrix experience.

Requirements:

?Must have one (1) year in call center environment in either a credit union or financial institution

?Need to be able to work flexible shifts

?Experience with Automatic Dialer

?Must have proven record of great customer service skills

?High school diploma or GED

TASKS, DUTIES, FUNCTIONS:

1.Profile every member while processing service transaction(s) identifying opportunities to help members relative to Client product or service. Cross sell Client products and services effectively by initiating the referral to a Member Relationship Specialist.

2.Participate in the organizing and executing of the referral programs in the Member Service Contact Center in order to achieve referral goals and objectives.

3.Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti money laundering laws appropriate to the position. Monitor and comply with all established security, internal audit, and applicable government policies and regulations. Maintain a thorough understanding of Credit Union and Member Service Contact Center policies, procedures, and guidelines.

4.Ensure compliance with Credit Union and Member Service Contact Center policies, procedures,and guidelines while establishing and servicing all Credit Union accounts, related products, and services.

5.Identify, investigate, and resolve member concerns, as well as process and complete member transactions in a timely and efficient manner.

6.Update and maintain accurate member and Credit Union account information.

7.Achieve performance standards commensurate to grade level in call volume, phone efficiency and referrals in a fast-paced environment.

8.Complete Regulatory Training Modules as required.

9.Perform other duties as assigned.

Celebrating 50 years in Staffing! Our Roseville team partners with over 300 local and nationally recognized companies in the greater Fresno area on Direct Hire searches, Temporary-to-Hire staffing and Project/Contract assignments. Our mission is ?To find, understand and fulfill the needs of another,? within the areas of administration, accounting, technology and finance. Joseph is a great resource to our candidates in navigating them through the hiring process and allowing each candidate to achieve their career goals. Realizing the smallest details are what make the difference and takes the extra steps to better understand his candidate?s needs and our client?s wants to make the best introductions always. For confidential consideration, please respond to Joseph today! Please include your cover letter and your resume in a Microsoft Word document.

We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , San Francisco , Member Service Representative - Call Center, IT / Software / Systems , Sacramento, California