Digital Experience Representative - Dover, United States - Dover Federal Credit Union

Dover Federal Credit Union

Verified Company

Dover, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

:

Essential Functions

Ensure that we are delivering service, to both internal and external members, in alignment with the credit union's purpose statement

:

_We'll Help You Get There, Wherever That May Be._

Handle a high volume of inbound member service phone calls, chats, and videos calls that are related to various inquiries regarding members' or prospective members' relationships with DFCU.
Remain current on credit union product knowledge and use that knowledge to meet members' needs.
Crosssell other credit union products and services.
Meet all established sales and service goals.
Provide prompt, efficient, professional, courteous member service.
Adhere closely to member confidentiality and authentication procedures.
Direct member concerns in a timely manner to the appropriate team members.
Communicate member service concerns to management.
Research and resolve members' problems related to their accounts.
Process disputes and fraudulent claims for members.
Order share drafts, ATM/Debit Cards for members.
Process loan payments.
Process the adjustments, changes, or deposits to existing accounts as requested by the member.
Handle Online Banking related requests, password resets, and Bill Pay questions.
Prepare credit union transfers and other wires for members as requested.
Process IRA deposits, rollovers, transfers, withdrawals, and closures.
Scan all member related documentation upon initiation.
Perform stop payment requests.
Crosstrain to become proficient and knowledgeable in the sales and operations of the credit union.
Attend staff meetings and training sessions.

Requirements:

Requires education equivalent to a fouryear high school diploma
At least 2 to 3 years of customer service experience required.
At least 1 to 2 years of experience in a financial institution highly preferred.
Professional, welldeveloped interpersonal skills essential for serving members and projecting a positive image as a representative of the credit union.
Requires knowledge of consumer loan policy, creditgranting criteria, and interest rates. Knowledge of interviewing skills and techniques also required.
Requires a working knowledge of PCs in a Windows environment, multiline telephones.
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear.

The employee is occasionally required to stand, walk, bend, kneel, and reach above or at shoulder level. The employee must occasionally lift/push/pull and/or carry up to 10 pounds.