Description
Provides outstanding service to promote deep and lasting member relationships.
Answers general inquiries and performs account maintenance via phone or email channels.
Meets/exceeds key critical metrics.
Researches and resolves problems under the mentorship of the Supervisor or Lead with a sense of urgency.
Takes ownership of member concerns, sets the expectations, and provides timely follow-up/resolution.
Sees opportunities to offer additional credit union products, promotions, and services to members and generates referrals that deepen relationships.
Maintains knowledge of credit union policies, procedures, and regulations.
Performs other duties as assigned.
Skills & Qualifications
Bilingual Spanish (preferred)
Ability to organize and prioritize multiple tasks.
Resolves requests with a sense of urgency and escalates timely.
Promotes and participates in a cohesive team environment.
Effectively communicates ideas and information, bot...