• Takes ownership of member calls providing accurate, satisfactory answers to inquiries, requests, and concerns.
• De-escalates situations involving dissatisfied members, offers patient assistance and support to Call clients and members to inform them of new products, services, and/or policies.
• Accurately and efficiently processes transactions and performs service requests.
• Accurately and efficiently navigates various applications to provide prompt member assistance.
• Guides callers through troubleshooting or navigating the Credit Union website and/or mobile application.
• Offers assistance and cross-sells various Credit Union products or services.
• Completes and files regulatory reporting items.
• Opens a wide variety of member accounts, including assisting members in completing and submitting loan applications.
• Conducts group presentations at UH, community college campuses, and/or other locations.
• Performs other duties as assigned.

• Meets strategic objective for service level (NPS).
• Accurately processes service requests and transactions.
• Phone calls are answered in a professional, courteous manner and with a patient, empathetic attitude.
• Maintains efficient call statistic production levels.
• Strong time management and organizational skills
• Able to manage complex or multi-line phone systems efficiently.

Education/Certification:

• High School Diploma or GED is required

Required Knowledge:

• Basic understanding of MS Office Suite is desired

Experience Required:

• One to two years member/customer service experience.
• Experience in public speaking or group settings.

Skills/Abilities:

• Proficient in credit union’s core system
• Excellent customer service & interpersonal skills and mathematical skills
• Able to work in a fast-paced environment; especially where one must frequently convey detailed or important instructions of ideas accurately and efficiently
• Able to handle stressful situations
• Excellent verbal and written communication skills

Repetitive Motion:

Movements frequently and regularly required using wrists, hands, and/or fingers.

Communication Skills:

Must frequently convey detailed or important instructions or ideas accurately and quickly.

Visual Abilities:

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:

Able to hear average or normal conversations and receive information.

Physical Strength:

Sedentary work (sitting most of the time).  Able to lift and carry up to 25 lbs.

Reasoning Ability:

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability:

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability:

Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Air-conditioned, smoke-free office setting. Must be able to travel to branch sites.

Please note that scheduled attendance requirements may change due to business needs.

Monday through Saturday, as scheduled.  Business hours are subject to change.  Must be able to work additional hours, weekends, and holidays as needed.