Service Agent

Job Description

Job Description

About BrightStar

As a member of BrightStar Credit Union, you'll join a dynamic company culture and purpose-driven organization that focuses on its employees and members. We offer excellent benefits, advanced opportunities, and exceptional training. Founded in 1946 as a community-based credit union focusing on educators, we expanded to serve 23 counties across Florida. As a Trusted Advisor, BrightStar offers a diverse range of financial services and opportunities. BrightStar Credit Union is committed to creating a diverse and inclusive work environment where everyone has a chance to succeed and a sense of belonging. Our work environment is fun, fast-paced, and service-oriented.

What we offer :

• Medical, Dental, and Vision
• 401K Plan with Matching
• Tuition Reimbursement Program
• Supplemental Benefits
• Engagement Area
• Wellness Studio & Gym
• Company Paid Life Insurance
• Health Savings Account with Company Contributions

About the Posting :

The position's primary purpose is to assist the members of our growing community in meeting their financial needs and goals by offering them superior products and services. This is done by providing outstanding service to both internal and external members. A Service Agent's primary role is to accept and process telephone and online requests, explain benefits, resolve problems, sell and direct calls / requests to the appropriate area, and perform non-phone duties within specified time frames as assigned.

Essential Functions & Responsibilities :

Below is a breakdown of overall responsibilities :

Actively seek ways to wow and impress members with excellent service; live BrightStar Credit Union's Service Mission and Service Promises.

30%

Engage in conversation and offer a solution when a need is discovered. The answer might be a loan or one of our products. By engaging in exchange, you will be helping our members and potential members meet their needs and assist with meeting our Credit Union’s sales goals.

25%

Respond to inquiries and requests for information, including account information, basic IRA questions, loan questions, and more. Resolve member problems.

20%

Perform transactions for members, including deposits, withdrawals, transfers, payments, and more.

15%

Assist members while navigating our home banking systems, i.e., online banking & Call 24 (touch-tone telephone).

5%

Other Duties as Assigned

5%

Performance Measurements :

By engaging in conversation, the ability to listen and offer products to our members is required.

Immigration Letters. Loan status, payments, cashier's checks, etc.

Knowledge and Skills :

Interpersonal Skills :

Other Skills :

Competencies :

Compliance :

Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department.

Physical Requirements :

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee may occasionally stand, stoop, kneel, or crouch. The employee may occasionally lift and move up to 10 pounds. Specific vision abilities this job requires include close vision and the ability to adjust focus.

Work Environment :

The work environment characteristics described here represent those an employee encounters while performing this job's essential functions. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

BrightStar Credit Union is an Equal Opportunity Employer. BrightStar Credit Union is a Drug-Free Workplace