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Member Advocate 1 (Call Center Representative)

Member Advocate 1 (Call Center Representative)

NorthCountry Federal Credit UnionSouth Burlington, VT, US
1 day ago
Job type
  • Full-time
  • Quick Apply
Job description

Role :

  • Support the credit union’s vision of being the community’s most loved financial institution, and its mission to make people’s financial dreams come true.
  • Contribute to a world class experience for all members and staff, by building rapport, determining needs, and offering creative solutions to best serve their needs.
  • Demonstrate professionalism and integrity and represent the credit union’s core values in all interactions.
  • Support members over the phone, chat system, and email.
  • Interactions involve identifying members over the phone, processing account transactions, conducting account & check research, modifying & maintaining personal accounts, basic electronic channels support, answering member questions, identifying fraud, and providing accurate information regarding credit union products and services.

Salary :

  • $20 / hr  +   (dependent on experience) Remote capability :   This position has ability to be fully remote  Essential Functions & Responsibilities : 1.
  • Develop and maintain a clear understanding of credit union products and services to talk confidently with members about their financial needs and cross-sell appropriate solutions to meet those needs 2.
  • Understand and provide basic electronic channels support (online banking and Bill Pay support, SWBC, fraud support, P2P) and be proficient in transactions and processes, including one-time and recurring transfers, loan & credit card payments, cashier's checks, wire transfers, debit and credit card maintenance and management, identifying members over the phone, basic phone functions, and using appropriate phone etiquette.
  • Understand and apply proper procedures to open & close shares, add & remove entities on personal accounts, and maintain accurate and current information for members. 3.

  • Actively listen to members needs and offer appropriate solutions for overcoming a financial challenge or achieving a financial goal, utilizing credit union loan and deposit products.
  • Refer problems that are beyond their authority to their supervisor along with recommendations. 4.
  • Make decisions that align with the credit union's core values while adhering to policies and procedures. 5.
  • Develop an understanding and working knowledge of the credit union history, philosophy, organization, bylaws, policies, procedures and appropriate software systems.
  • Perform all other job-related duties as assigned.
  • Performance Measurements :

  • 1.  Attention to Detail - The level at which tasks are performed carefully, accurately, and in accordance with specific instructions.
  • Consistency of work quality and compliance with standards, requirements, and expectations.
  • The tracking of numerical data and detailed organizational information, and the careful application of grammar, spelling, and punctuation rules. 2.  Member Focus - The degree to which member service is demonstrated in the day-to-day business   environment.
  • The level of support for co-workers as well as outside members, clients, etc. 3.  Problem Solving - The ability to predict, recognize, and define problems.
  • Skill in generating, selecting, and implementing timely and meaningful solutions. 4.  Teamwork & Cooperation - The degree to which individuals promote a collaborative, cooperative, and productive working environment.
  • The level of demonstrated sensitivity, team building, support, and respect.
  • The degree of synergy promoted. 5.  Initiative - The ability to perform job responsibilities independently and responsibly.
  • The ability to proactively complete tasks, solve problems, improve processes, enhance products, and / or extend services within assigned range of authority.
  • Knowledge and Skills :

  • Experience : One month to twelve months of similar or related experience.
  • Education :

  • A high school education or equivalent.
  • 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 is usually of a personal or sensitive nature.
  • Work may involve motivating, influencing or training others.
  • Outside contacts become important and fostering sound relationships with other entities (companies and / or individuals) becomes necessary and often requires the ability to influence and / or sell ideas or services to others.
  • Other Skills - Good computer and communication skills Powered by JazzHR
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    Call Center Representative • South Burlington, VT, US

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