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Phone Service Representative
Location:
Lakewood, CO
Description:
Credit Union of Denver Job Description Title: Phone Service Representative Status: Non-Exempt Reports to: E-Commerce/Business Development/Call Center Manager Position Purpose : To serve validated members via phone by providing accurate account or card information and cross sell beneficial credit union products/services while maintaining member accounts. Essential Duties : Verify member's identity fully and thoroughly before releasing account information in order to protect the member's confidentiality. Respond to general telephone inquiries and assist members with product knowledge, questions and/or concerns. Process transactions and offer beneficial credit union products and promotions. Maintain member accounts by processing address changes, adding or deleting joint owners or beneficiaries, process online check orders, stop payments, maintenance projects etc. Send qualified referrals to Financial Services through Meridian Link. Be attentive to possible fraud situations by properly verifying members and reading account memos. Open and close accounts, suffixes and share certificates. Prepare accurate and complete membership documents. Respond directly to member complaints or issues and field them a Limit the amount of calls transferred out of the Call Center. Enroll and instruct members on Call-24, cud online, eStatements, payment portal, bill pay and credit union web site. Assist members with card issues using Star, PSCU and Evolve. Process verification of deposits and payoffs for consumer loans. Participate as a team in accomplishing a 90%+ abandonment call ratio. Responsible for compliance with the Fair and Accurate Credit Transactions Act (FACTA), the Bank Secrecy Act (BSA) and the Anti-Money Laundering Act, including monitoring for any illegal activity as it applies to this position. Other Duties : Recommend policy and procedural changes to maintain efficient operations. Assist department in responding to loan information inquiries. Other duties as assigned. Job Qualifications : Education: A high school education or equivalent required. Work experience: One year to three years of similar or related experience preferred. Experience with on-line data processing and PC preferred. Previous credit union experience desired. Knowledge: Basic knowledge of credit union products, services and procedures. Knowledge of office equipment required. Skills and mental abilities: (with or without accommodation) Good oral communication skills. Legible handwriting. Tact and diplomacy, able to maintain confidentiality and analytical ability required. Possess initiative to resolve problems with good judgment. T his position requires excellent member service skills as well as the ability to continually learn about the Credit Union's procedures. Material and equipment used: PC, Telephone/voice mail system, typewriter, fax machine, ten-key calculator, Windows Word, E-mail products, copier and printers, website and FDR (PSCU). Position requires use of a personal device (such as a cell phone) for security procedures. Work environment: Office environment. Physical activity and abilities: (with or without accommodation) Requires manual coordination and vision to operate PC, typewriter and calculator. Hearing necessary to receive and reply to member inquiries. Ability to speak clearly in order to communicate with members and employees in person and on the telephone. Must be able to work in a sitting position for long periods of time. Some bending, stooping, reaching and lifting (up to 10 pounds) required. Ability to frequently move to various locations within the building. Credit Union of Denver is an Equal Opportunity Employer Including Disability/Vets Job Posted by ApplicantPro
Company:
Credit Union Of Denver
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Phone Service Representative
Phone Service Representative is a Customer Service Service Coordinator Job at Credit Union of Denver located in Lakewood CO. Find other listings like Phone Service Representative by searching Oodle for Customer Service Service Coordinator Jobs.
Phone Service Representative is a Customer Service Service Coordinator Job at Credit Union of Denver located in Lakewood CO. Find other listings like Phone Service Representative by searching Oodle for Customer Service Service Coordinator Jobs.