- Maintaining a high level of client satisfaction by treating each client with respect, enthusiasm and professionalism.
- Act as a liaison between clients, internal, and external support.
- Coordinate the activities of all service functions to ensure that the goals and needs of the clients are met.
- Answer incoming calls and emails
- Researches and resolves client inquiries (i.e., system functions, system problems, cardholder issues, etc.).
- Create and maintain accurate cases for inquiries received.
- Fully comprehend and be able to interpret all daily and month-end reports available to Velera Credit Unions in order to assist and answer client questions. Have the ability to refer clients to the appropriate reports for future inquires.
- Assist Velera credit unions in transaction research, ATM error troubleshooting, card ordering processing, settlement report balancing, hardware and compliance documentation, database change instructions.
- Exhibit complete working knowledge and provide support for all Velera applications and products, both current and new.
- Handle any special projects as assigned by management.
- Demonstrate Velera Service Promises.
- Must react to change productively and handle other essential tasks as assigned.
- Other duties as assigned.
- Knowledge of Microsoft Office applications is preferred.
- Troubleshooting skills necessary.
- Ability to multitask
- Adapt to a fast-paced environment
- Desire to learn
- Dependable
- High school diploma or general education degree (GED); with at least 2 years of Customer Service experience in an office, contact center, or help desk environment.
- Card services experience is preferred.
- Credit Union experience is preferred.
- Internal candidates must have been at performance level 3 for the last twelve months.
- Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.
- Great Work/Life Benefits – Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 12 Paid Holidays.
- Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.
- 401K with generous company match.
- Tuition reimbursement.
- Engagement Resource Groups - Women in Tech, Pride Alliance, Black Financial Technology Professionals, Veterans, and more to come.
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Client Services Representative I - West Des Moines, United States - Co-op Solutions
Description
Job Description
THE OPPORTUNITY:
We are seeking a talented Client Services Representative I to provide the highest quality customer care to Velera credit unions and other internal clients by providing timely problem resolution in order to assist with managing and retaining existing client relationships while managing special projects as assigned.
PSCU/Co-op Solutions is now Velera PSCU and Co-op Solutions became a single entity on January 2, 2024, and our new company name was announced on May 7, 2024. Our new brand represents our combined company's shared mission and unique ability to drive velocity and positive momentum for credit union success in a new era of financial services.
PAY: $23/hr
WHAT YOU CAN LOOK FORWARD TO:
WHAT YOU'LL NEED TO SUCCEED:
REQUIRED EDUCATION and EXPERIENCE:
#Joinourteam
THE PERKS
