Customer Service Representative, Robert Half

Robert Half

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A well-known credit union is seeking multiple Customer Service Representatives to assist their call center!

Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service
Take ownership of every member interaction supporting first call resolution
Provide accurate, valid and complete information by using the correct procedures and available tools
Follow communication procedures, guidelines and policies
Handle member complaints, providing appropriate solutions
Adhere to established security procedures when verifying members prior to addressing their call
Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call
Analyze member needs, match services and loan products as needed, and promote automated services
Refer new accounts, new suffixes, and complete applications for automated services based on member needs
Provide detailed information to members on all Credit Union promotions and special account offerings
Respond to members’ questions
resolve both financial and non-financial account discrepancies
Update member records with details of the call and the response
Meet specific, measurable service goals and handle multiple call queues
Adhere to and uphold all policies and procedures of the credit union
Correct errors on member’s accounts
calculate penalties and dividends, when required
Review account memos to ensure they are current and applicable

Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service
Take ownership of every member interaction supporting first call resolution
Provide accurate, valid and complete information by using the correct procedures and available tools
Follow communication procedures, guidelines and policies
Handle member complaints, providing appropriate solutions
Adhere to established security procedures when verifying members prior to addressing their call
Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call
Analyze member needs, match services and loan products as needed, and promote automated services
Refer new accounts, new suffixes, and complete applications for automated services based on member needs
Provide detailed information to members on all Credit Union promotions and special account offerings
Respond to members’ questions
resolve both financial and non-financial account discrepancies
Update member records with details of the call and the response
Meet specific, measurable service goals and handle multiple call queues
Adhere to and uphold all policies and procedures of the credit union
Correct errors on member’s accounts
calculate penalties and dividends, when required
Review account memos to ensure they are current and applicable

What we offer:

Employment Type:

Fulltime

Work Type:

On-site work

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