Memeber Call Center Representative- Jefferson - (South Bend) in South Bend, Indiana For Sale

Essential Function Assists members via telephone or other delivery channels with their financial needs by answering questions, resolving issues and providing information to ensure quality service. Timely service the needs of the members and enhance their financial relationships with the Credit Union. Primary Responsibilities & Duties Responsible for providing courteous and efficient service to external/internal members over the phone or preferred delivery channel. Responsible for discovering problems, needs, and opportunities (PNO’s) by listening for clues in conversations, asking questions, and researching the member’s account. Responsible for determining the member’s awareness in solving the PNO, decides the best product or service and recommends it by discussing it or directing the member to the appropriate person. Cross Selling Credit Union products and services. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union. **Variability in hours including weekend hours. Specific Skills Clear verbal and written communication, listening, and human relation skills Excellent phone communication skills using clear and pleasant voice Basic analytical, mathematical, organizational and decision making skills Computer literacy skills with using Windows environment, spreadsheet and word processing software. Data entry skills Ability to multi-task Minimum Requirements High School Diploma, GED or equivalent skills and abilities. Basic knowledge of financial services and the on-line computer system generally acquired by two or more years working within the financial services area. Accountability Accountable for the quality of member service rendered, proper documentation of loans and other services, sales goals and adherence to the Winning Play and Teachers Credit Union’s Service Expectations. Must develop a high degree of TCU product knowledge. Maintain a professional and ethical work relationship. Responsible for daily decisions made within parameters set by supervisor. Accountable for understanding & applying TCU policies and procedures relating to the Bank Secrecy Act. Protection of assets and security of the branch and personnel are a basic responsibility. Accountable for Performance Management goals as agreed upon with supervisor. Minimum Requirements High School Diploma, GED or equivalent skills and abilities. Basic knowledge of financial services and the on-line computer system generally acquired by two or more years working within the financial services area.
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