Customer Service Representative

• Handle inbound calls from credit union members, addressing inquiries related to account balances, products, and services
• Provide compassionate and patient assistance, especially to elderly members seeking detailed support
• Utilize multiple software systems, including Symitaur, Amazon Connect, Smart Sheets, and Orpheus, to manage member accounts and inquiries effectively
• Deliver accurate information about credit union offerings while maintaining professionalism and clarity
• Collaborate with team members to resolve complex issues and escalate cases when necessary
• Adhere to a structured training schedule, including orientation and advanced onboarding sessions
• Maintain reliability in attendance and meet expectations for working two Saturdays per month
• Apply strong communication skills to foster positive member experiences and loyalty
• Stay updated on credit union products and services to enhance knowledge and service quality

• Proven experience in inbound customer service, preferably within financial services or credit unions
• Exceptional patience and empathy when working with diverse member needs
• Proficiency in using software tools such as Symitaur, Amazon Connect, Smart Sheets, and Orpheus
• Strong communication skills, both verbal and written, to ensure clear and effective member interactions
• Ability to multitask efficiently while managing multiple screens and systems
• Reliability and consistency in attendance to support operational demands
• Willingness to work two Saturdays per month and balance weekday schedules accordingly
• Familiarity with credit union products and services is highly desirable

Familiarity with credit union products and services

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