Member Contact Specialist

Job ID:

16779334

Summary

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.

Description

Major Duties and Responsibilities     

  • 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.

Requirements

  • 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.
  • Meet assigned sales goals and service standards.
  • 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.
  • 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.

  

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.

 

General Information

Location
951 E Hermans Rd
Tucson, AZ 85706
Base Pay
$ 14.00 - $ 14.00 / Hour
Job Categories
  • Banking
  • Call Center
  • Finance
Required Degree
High School

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