Member Service Call Center Representative

Summary: Under general supervision, provides counseling to new and existing

members in regards to their various products, services and credit review offered by the

Credit Union by performing the following duties. Reports directly to the Branch Manager.

Bilingual preferred.

Duties and Responsibilities

· Assists and advises members in every aspect of service to the member, including opening new products and services. Assisting with debit/atm cards, closing of accounts, opening of additional share accounts, research of member accounts and issues, etc.

· Assist members and employees with all electronic services including mobile banking, online banking, remote deposit capture and all other electronic services.

· Process mobile deposits.

· Reviews members profile to ensure completeness and accuracy of information.

· Takes loan applications over the phone and forwards the application to a Loan Processor for processing.

· Prepares and completes appropriate documentation for products and services

requested by member and required by Credit Union.

· Ensures all forms and documents are properly signed and member understands

debt responsibilities.

· Promotes new programs and distributes literature to interested members in

services not currently being used in an effort to cross sell services.

· Builds and maintains quality relations with members and increase the volume of

sales and loans on a consistent basis through ongoing determination of member

requirements.

· Takes ownership of any concern, issue and service for the member.

· Reliable, regular attendance is required for this position

· Performs other related duties as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential

duty satisfactorily. The requirements listed below are representative of the knowledge,

skill, and/or ability required

Language Ability:

Ability to read and interpret documents such as safety rules, operating and maintenance

instructions, and procedure manuals. Ability to write routine reports and correspondence.

Ability to speak effectively before groups of customers or employees of organization.

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers,

common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw

and interpret bar graphs.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions furnished in

written, oral, or diagram form. Ability to deal with problems involving several concrete

variables in standardized situations.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Word, Excel and Outlook.

Education/Experience:

High school diploma or general education degree (GED); or equivalent combination of

education and experience.

Knowledge, Skills and Other Abilities:

· Ability to be organized and pay attention to details

· Accepts and follows directions well

· Ability to multi-task

· Ability to balance and make mathematical computations without error

· Ability to handle member correspondence regarding accounts both verbally and

written

· Ability to interact in a courteous and professional manner with members and staff

Physical Demands:

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.

While performing the duties of this job, the employee is regularly required to sit.

Work Environment:

The work environment characteristics described here are representative of those an

employee encounters while performing the essential functions of this job.

The noise level in the work environment is usually moderate.

Job Type: Full-time

Pay: From $15.50 per hour

Benefits:

• 401(k) 3% Match
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Education:

• High school or equivalent (Required)

Experience:

• Call center: 1 year (Required)

Ability to Commute:

• Waco, TX 76712 (Required)

Work Location: In person

Salary : $16