Customer Service Representative

• Respond to inbound calls from credit union members, addressing inquiries about account balances, transactions, and available products
• Provide clear and empathetic communication, especially when assisting customers with their financial needs
• Utilize multiple software systems, including Symitar, Amazon Connect, Smart Sheets, and Orpheus, to efficiently manage member requests
• Maintain a strong understanding of the credit union's product offerings to provide accurate information and recommendations
• Demonstrate patience and professionalism while handling a high volume of calls in a fast-paced environment
• Participate in a thorough onboarding process, including training and orientation, to ensure familiarity with systems and procedures
• Adhere to attendance policies and maintain reliability in scheduling, including occasional Saturday shifts
• Collaborate with team members to meet service level goals and enhance the overall member experience
• Stay informed about updates to credit union services and policies to provide up-to-date assistance
• Troubleshoot basic technical issues for members and escalate more complex problems to the appropriate department

• Prior experience in a call center or customer service role, preferably within financial services or a credit union
• Strong communication skills with the ability to demonstrate empathy and patience
• Proficiency in using multiple software systems and the ability to adapt to new technologies quickly
• Excellent multitasking skills, including navigating between screens and managing multiple tasks simultaneously
• Reliability and strong attendance record to ensure consistent support for members
• Ability to work some Saturday shifts as part of the regular schedule
• High attention to detail and problem-solving skills to address member concerns effectively

Familiarity with financial products and services is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan