RH

Family Trust Federal Credit Union

Member Support Specialist

Description

Essential Functions & Responsibilities:
• Receive incoming member calls, emails and chats, determine the nature of their request, and make every reasonable attempt to answer the inquiry, to complete the request, or to resolve the problem in a timely manner and without transferring the member to another department.
• Provide basic member service as requested to include: ~Process changes to member names, addresses, or other related account file maintenance requested by the member, including changes to payroll or ACH transactions. ~Answer general member account inquiries concerning share and loan accounts. ~Process requests for stop payments, copies of share drafts, and copies of statements. ~Process member requests for withdrawals, transfers between accounts, and transfers to make loan payments including mortgage. ~Assist members with new or maturing share certificates, to include quoting current rates, preparing documents, and making transfers as requested by the member. ~Process the necessary warnings and account blocks when a member reports a lost or stolen checkbook, ATM card, Visa credit card or Visa debit card. ~Assist members with general IRA inquiries and refer transactions to IRA specialists within the Call Center. ~Assist members with debit card and credit card related questions with the use of PEMCO.
• Conduct the necessary research to resolve member problems and complaints, to include timely and complete follow through, accurate documentation and resolving the issue to the member’s satisfaction.
• Cross-sell credit union products and services through Synapsys based upon the needs and requests of the member, to include actively persuading members to use more on-line electronic services.
• Performs other job related duties as assigned.
Performance Measurements:
1. Excellent written and oral communication skills to include delivering outstanding member service by telephone and chat.
2. Ability to make decisions which are consistent with credit union policy without compromising our mission and core values.
3. Analytical, problem solving and decision making skills to include research and the ability to follow through on problems until resolved.
4. Experience with Symitar Episys software or must have received a high score on entry level Technology assessment.
5. Ability to handle multiple tasks concurrently.
6. Extensive knowledge of all credit union products.
Knowledge and Skills:
Experience Six months to two years of similar or related experience.
Education A high school education is required, with additional education desired. Work experience will also be considered.
Interpersonal Skills A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills Good listening and telephone skills; experience with automated data processing systems including PC, software programs and mainframe system.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Qualifications

Behaviors

Preferred

Team Player: Works well as a member of a group

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Self-Starter: Inspired to perform without outside help

Education

Required

High School or better.

Banking / Finance / Customer Service

Tagged as: banking, credit union, customer support, member support