Customer Service Representative

• Respond to inbound calls from credit union members, addressing inquiries related to account balances, products, and services
• Provide patient and empathetic assistance, particularly to senior members, ensuring their needs are met with care
• Utilize multiple software systems, including Symitaur, Amazon Connect, Smart Sheets, and Orpheus, to manage member accounts and resolve issues
• Stay informed about the organization’s offerings to effectively guide members to appropriate solutions
• Maintain a high level of accuracy and professionalism while handling sensitive financial information
• Collaborate with team members to ensure seamless service delivery and meet performance goals
• Adhere to attendance policies and uphold reliability standards
• Participate in comprehensive training programs to develop technical skills and understanding of company procedures
• Handle Saturday shifts twice a month, with a flexible schedule to ensure no more than 40 hours per week
• Assist in managing increased call volumes resulting from organizational changes

• Proven experience in customer service, preferably in an inbound call center or financial services setting
• Strong communication skills with the ability to convey information clearly and effectively
• High level of patience and empathy, particularly when assisting elderly customers
• Proficiency in using multiple software systems and navigating a multi-screen setup
• Ability to work effectively in a fast-paced environment while managing multiple tasks
• Reliable attendance and commitment to meeting work schedules
• Willingness to participate in training and adapt to organizational changes

Knowledge of financial products and services is a plus

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