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    Contact Center Representative/Financial Services/Customer Service - Naperville, United States - HealthCare Associates Credit Union

    HealthCare Associates Credit Union
    HealthCare Associates Credit Union Naperville, United States

    3 days ago

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    Description

    Job Description

    Job Description

    You love talking to people??

    Then join the Credit Union Difference We are a not for profit that helps people.

    In addition to taking care of our members, we take care of our employees with some great benefits:

    • $20.87/hr
    • 35 hour work week.
    • 4 weeks of paid time off.
    • Federal holidays off.
    • Full benefits package
    • 401K (Up to 4.5% matching PLUS 4% employer contribution)

    Details:

    The Contact Center Representative is the members' first impression - as well as ongoing representation - of the credit union's service and support structure. They have the opportunity to make a difference in the financial health of our members while supporting them in their life goals.

    Responsibilities:

    1) Service

    • Deliver service to both internal and external members that are in alignment with the credit union's Service Promises.
    • Meets all established sales and service goal.
    • Possess adequate product knowledge as measured by the annual product knowledge certification assessment

    2) Member Service

    • Explain and recommend credit union products and services
    • Provide general account information
    • Provide information on new and on-going promotions
    • Address and resolve member problems and complaints

    3) Execution of Departmental Programs, Policies, and Procedures

    • Record research requests and deliver to appropriate personnel
    • Explain the procedure to initiate payroll requests, and ensure all forms are mailed to appropriate destination
    • Assess field of membership qualifications and provide accurate information
    • Meet daily/monthly departmental productivity standards

    4) Financial Obligations

    • Possess knowledge of PAM (the audio response system), and assist members with the usage
    • Possess strong knowledge of MY247 online banking and assist members with the registration and usage
    • Possess knowledge of bill pay and assist members with the set up and usage
    • Facilitate wire transfer requests
    • Process check orders
    • Provide loan payoff information
    • Set-up auto share transfers, loan transfers and off-cycle transfers per member requests
    • Provide rate information on deposits and loans

    5) Process Financial Transactions

    • Post loan payments
    • Process phone transfer requests between share accounts, loan accounts and cross-member accounts
    • Process check withdrawals
    • Process loan advance requests

    6) Other

    • Adhere to other duties as assigned

    Qualifications:

    • High School Diploma or equivalent
    • Minimum 3-years member service (customer service) experience - preferably in a Financial Institution setting but not required
    • Meet monthly sales goals
    • Excellent communication skills both verbal and written
    • Ability to work well under pressure and multitask
    • Enjoy problem solving and interaction with members
    • Excellent interpersonal skills
    • Strong phone etiquette, pleasant voice and demeanor
    • Must be able to sit for long periods of time
    • Type 20-30 words per minute
    • Team oriented

    HACU is an Equal Opportunity Employer

    This position is onsite

    Job Posted by ApplicantPro
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