Description

+ Provides outstanding service to promote deep and lasting member relationships.

+ Answers general inquiries and performs account maintenance via phone or email channels.

+ Meets/exceeds key critical metrics.

+ Researches and resolves problems under the mentorship of the Supervisor or Lead with a sense of urgency.

+ Takes ownership of member concerns, sets the expectations, and provides timely follow-up/resolution.

+ Sees opportunities to offer additional credit union products, promotions, and services to members and generates referrals that deepen relationships.

+ Maintains knowledge of credit union policies, procedures, and regulations.

+ Performs other duties as assigned.

Skills & Qualifications

+ Bilingual Spanish (preferred)

+ Ability to organize and prioritize multiple tasks.

+ Resolves requests with a sense of urgency and escalates timely.

+ Promotes a...