PRIMARY OBJECTIVE OF POSITION
Serving members operational and financial needs and questions via telephone/web inquiries. Cross sell all credit union services.

ESSENTIAL JOB FUNCTIONS

• Assist Members Contacting the Credit Union by Telephone/Email.
• Process member transactions per telephone request.
• Handles tier one queue calls
• Provide information/research to members on overall account and/or service inquiries.
• Ensure member is properly charged for services rendered.
• Be knowledgeable of and provide information to members and potential members on all credit union services and products, to include but not limited to savings, checking, loans, electronic services and channels, wires, stop payments, debit card transactions/issues, copies of statements and checks, cross account transfers/set up, term shares, check orders etc.
• Promotes CU products and cross sells additional products to meet the members needs.
• Contributes to department and credit union goals by handling high contact volumes and assisting the department in meeting overall Contact Center Goals.
• Record details of member comments, inquiries, complaints and actions into appropriate workflow software.
• Follow Current Policies and Procedures as Set by the Board of Directors.
• Comply with financial industry Rules and Regulations as required by law.
• Other Duties as Assigned

RELATIONSHIPS AND CONTACTS

Supervise Approximately: None

Reports To: Director of Contact Center

Contacts: Extensive daily telephone contact with members and frequent contact with other departments.

THIS POSITION RESIDES IN THE RIO GRANDE VALLEY AREA (MCALLEN, TEXAS)

EDUCATION

High School Diploma or GED

EXPERIENCE

• A minimum of 6 months of customer service and sales experience in a fast-paced environment
• financial experience is preferred
• Bilingual preferred.

PHYSICAL

• Physical requirements are minimal, but position involves wrist/hand manipulation and sitting for long periods of time.
• Must be able to speak clearly and hear effectively in order to assist members over the telephone.
• Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.

MENTAL

• Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
• Must have a strong ability to read and carry out various written instructions and follow oral instructions.
• Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters

EQUIPMENT

• Personal computer with windows environment
• General Office; copy machine, calculator and scanner, etc.