Member Contact Specialist

Description

Hughes Federal Credit Union is dedicated to providing a positive difference in our members’ financial lives. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations. Join our team and see why we have been named a “Best-In-State” credit union, two years in a row!

Assist members and potential members, in a prompt and professional manner, with their financial needs through incoming telephone calls and/or forwarding calls to appropriate personnel. Provide expertise with respect to all Credit Union products and services including processing loan applications.

Responsibilities and Duties

  • Responsible for answering all incoming calls with prompt and professional service to members including, determination of needs, and forwards calls to appropriate department in a professional manner. Processes all phone transfer and check withdrawal requests. Provides general needs by phone and mail. Answers inquiries on member accounts. Balance and process ATM transactions as assigned.
  • Identifies cross-sell opportunities and cross-sells services to members.
  • Input and balance daily transactions including closing assignments.
  • Responsible for all phases of US and interoffice mail, including pick up, postmark, drop off, and sorting and distribution to appropriate personnel/departments. Logs, prepares, disburses and processes all incoming mail.
  • Performs other duties as assigned.

Expectations

  • To provide prompt, accurate, courteous, friendly, and professional service to all members.
  • To respond to all correspondence within one day.
  • To answer a proportionate number of calls based on branch call volume.
  • To balance daily in a timely manner and error free consistent with Credit Union policy.
  • Should score an average 6.0 or higher on quarterly quality service loop surveys.
  • Achieve an internal service survey score of 4.25 or greater.
  • Meet assigned sales goals and service standards.

Qualifications and Skills

Experience: Six months to two years of similar or related experience.

Education: Equivalent to a high school education.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job.  Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.      

Other Skills: Working knowledge of regulations relating to all Credit Union deposit products (Reg E, Reg CC, Reg D, Truth-in-Savings Act). Able to operate a 10-key calculator, typewriter, and computer keyboard.

Salary Range: $14.00 per hour

General Information

Location
Hermans Branch
Job Categories
  • Banking
  • Call Center
  • Finance
Job Type
Full Time

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