Essential Duties and Responsibilities:
- Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service.
- Take ownership of every member interaction supporting first call resolution.
- Provide accurate valid and complete information by using the correct procedures and available tools.
- Follow communication procedures guidelines and policies.
- Handle member complaints providing appropriate solutions.
- Adhere to established security procedures when verifying members prior to addressing their call.
- Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call.
- Analyze member needs match services and loan products as needed and promote automated services. Refer new accounts new suffixes and complete applications for automated services based on member needs.
- Provide detailed information to members on all Credit Union promotions and special account offerings.
- Respond to members questions; resolve both financial and non-financial account discrepancies.
- Update member records with details of the call and the response.
- Meet specific measurable service goals and handle multiple call queues.
- Adhere to and uphold all policies and procedures of the credit union.
- Correct errors on members accounts; calculate penalties and dividends when required.
- Review account memos to ensure they are current and applicable.
Requirements
- Proficiency in operating call center systems and handling customer inquiries effectively.
- Demonstrable experience in a call center customer service setting.
- Exceptional communication skills both written and verbal to clearly address customer issues.
- Strong problem-solving skills to identify customer needs and provide appropriate solutions.
- Ability to work under pressure manage high call volumes and maintain a positive attitude.
- Proficiency in using computer systems including Microsoft Office Suite and CRM software.
- Excellent interpersonal skills to build rapport with customers and provide a positive experience.
Essential Duties and Responsibilities: - Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service. - Take ownership of every member interaction supporting first call resolution. - Provide accurate valid and complete information by using the correct...
Essential Duties and Responsibilities:
- Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service.
- Take ownership of every member interaction supporting first call resolution.
- Provide accurate valid and complete information by using the correct procedures and available tools.
- Follow communication procedures guidelines and policies.
- Handle member complaints providing appropriate solutions.
- Adhere to established security procedures when verifying members prior to addressing their call.
- Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call.
- Analyze member needs match services and loan products as needed and promote automated services. Refer new accounts new suffixes and complete applications for automated services based on member needs.
- Provide detailed information to members on all Credit Union promotions and special account offerings.
- Respond to members questions; resolve both financial and non-financial account discrepancies.
- Update member records with details of the call and the response.
- Meet specific measurable service goals and handle multiple call queues.
- Adhere to and uphold all policies and procedures of the credit union.
- Correct errors on members accounts; calculate penalties and dividends when required.
- Review account memos to ensure they are current and applicable.
Requirements
- Proficiency in operating call center systems and handling customer inquiries effectively.
- Demonstrable experience in a call center customer service setting.
- Exceptional communication skills both written and verbal to clearly address customer issues.
- Strong problem-solving skills to identify customer needs and provide appropriate solutions.
- Ability to work under pressure manage high call volumes and maintain a positive attitude.
- Proficiency in using computer systems including Microsoft Office Suite and CRM software.
- Excellent interpersonal skills to build rapport with customers and provide a positive experience.
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