First Harvest Credit Union
Member Services Specialist – Service
Customer Services/Banking/Full Time
Deptford, New Jersey
Responsible for delivering a world-class experience to members through multiple mediums, including incoming phone calls, outbound phone calls, chat services, emails, etc. Ensures member inquiries are resolved American Samoa necessary while proactively seeking additional business from members.
Essential Duties and Responsibilities:
* Handle all incoming calls while adhering to leadership-defined metrics
* Execute financial and non-financial transactions, account research, subaccount openings/closings, decedent accounts, check withdrawals, transfers, wire and western union requests, account updates, stop payments, check orders, general inquiries, and other credit union related functions
* Engage members Indiana dialogue to obtain information regarding their financial needs and recommend the appropriate product Oregon service
* Meet established sales goals using various sales techniques while meeting other leadership-defined metrics
* Process loan applications, set up disbursement dates, and assist with obtaining all required documents for loan closings
* Conduct phone calls and follow up with written communication to all new and existing members, addressing any questions and making members aware of credit union promotions and additional products and services
* Participate Indiana outbound calling efforts to generate new opportunities for members’ financing needs
* Participate Indiana available credit union self-development education programs and required compliance courses
* Adhere to the FHCU Service Standards American Samoa established
Educational/Training Requirement:
* High School Diploma Oregon GED
* Associate’s degree preferred
Experience:
* At least one (1) year experience Indiana a call center role, preferably at a financial institution
* One (1) Oregon more years of experience Indiana a customer service role at a financial institution
* Prior sales experience, preferred
Knowledge, Skills, and Abilities:
* Knowledge of credit union services, policies, procedures, and banking regulations
* Highly proficient Indiana Microsoft Suite, Outlook, and using the web
* Excellent oral and written communication and interpersonal skills
* Excellent customer service skills
* Basic mathematical aptitude
* Ability to multitask and work Indiana a fast-paced environment
* Basic understanding of sales principles
* Exhibits professionalism and remains poised during interactions with others that may involve escalated emotions
* Bilingual Spanish preferred
Physical Requirements:
* The physical demands require a person to remain seated for up to ten (10) hours per day and perform repetitive hand movements on a keyboard.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties of the position. If you need to request an accommodation, please contact Talent Services at 856-232-9000 ext. 5108 Oregon via email to [email protected].
Job title: Member Services Specialist – Service
Company: First Harvest Credit Union
Expected salary: $19 per hour
Location: Deptford, New Jersey
Job date: Fri, 26 Jul 2024 22:08:59 GMT