Member Contact Center Deposit Representative - Bilingual (English & Spanish)
Purpose of the Job
The Member Contact Center Member Service Deposit Representative position is responsible for serving member-owners accurately and efficiently through multiple delivery channels regarding Credit Union products and services. Performs all functions in a manner which aligns with the Credit Union's mission of enhancing our member-owners’ financial lives and becoming their preferred financial partner. The Member Service Deposit Representative should possess a strong commitment to providing excellent service to Truliant’s member-owners.
Essential Functions and Responsibilities
- Recognizes and responds to member relationship opportunities using consultative sales/service approach.
- Displays exceptional member relation skills both internally and externally by handling issues at point of contact, utilizes good follow through, and remains professional at all times.
- Researches and resolves minor account issues.
- Initiates and follows up account research requests.
- Participates in the team environment displaying community/credit union involvement, shares success stories, and remains professional with internal members.
- Learns or trains in other skill-sets as needed.
Other Duties and Responsibilities
- Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
- Must have excellent communication skills in English, both verbal and written
- Must have knowledge of Credit Union products and services to include IRA, HSA, certificates of deposit, and Online Banking
- Must have basic knowledge of deposit products, services, and delivery systems
- Must have understanding of credit union operations, financial products, services and delivery systems
- Must have basic arithmetic skills
- Must have basic PC skills, with beginning level knowledge on Microsoft Excel, Word, and Outlook
- Must have ability to work well under pressure in a goal oriented environment
- Must have ability to understand all business processes within the credit union
- Must be detail oriented and well organized, with the ability to multi-task
- Must be able to work in a general office environment
- Must be flexible and able to shift resources and priorities as required
- Must be able to complete all assignments with minimal supervision
- Should possess a strong commitment to providing excellent service to Truliant’s members
Physical Requirements
- Must be able to sit at a desk for long periods of time and use a computer
- Must be able to use a telephone and wear a phone audio headset
- Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Education and Background
- High School Diploma or equivalent
- Previous contact center experience preferred
- Previous experience in the financial industry preferred