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HealthCare Associates Credit Union

Contact Center Representative/Financial Services/Customer Service (35-Hour Work

HealthCare Associates Credit Union, Naperville, Illinois, United States, 60564


You love talking to people??

Then join the Credit Union Difference! We are a not for profit that helps people.

In addition to taking care of our members, we take care of our employees with some great benefits:

$20.87/hr

35 hour work week.

4 weeks of paid time off.

Federal holidays off.

Full benefits package

401K (Up to 4.5% matching PLUS 4% employer contribution)

Details:

The Contact Center Representative is the members' first impression - as well as ongoing representation - of the credit union's service and support structure. They have the opportunity to make a difference in the financial health of our members while supporting them in their life goals.

Responsibilities:

Service

Deliver service to both internal and external members that are in alignment with the credit union's Service Promises.

Meets all established sales and service goals.

Possess adequate product knowledge as measured by the annual product knowledge certification assessment.

Member Service

Explain and recommend credit union products and services.

Provide general account information.

Provide information on new and ongoing promotions.

Address and resolve member problems and complaints.

Execution of Departmental Programs, Policies, and Procedures

Record research requests and deliver to appropriate personnel.

Explain the procedure to initiate payroll requests, and ensure all forms are mailed to appropriate destination.

Assess field of membership qualifications and provide accurate information.

Meet daily/monthly departmental productivity standards.

Financial Obligations

Possess knowledge of PAM (the audio response system), and assist members with the usage.

Possess strong knowledge of MY247 online banking and assist members with the registration and usage.

Possess knowledge of bill pay and assist members with the setup and usage.

Facilitate wire transfer requests.

Process check orders.

Provide loan payoff information.

Set-up auto share transfers, loan transfers, and off-cycle transfers per member requests.

Provide rate information on deposits and loans.

Process Financial Transactions

Post loan payments.

Process phone transfer requests between share accounts, loan accounts, and cross-member accounts.

Process check withdrawals.

Process loan advance requests.

Other

Adhere to other duties as assigned.

Qualifications:

High School Diploma or equivalent.

Minimum 3-years member service (customer service) experience - preferably in a Financial Institution setting but not required.

Meet monthly sales goals.

Excellent communication skills both verbal and written.

Ability to work well under pressure and multitask.

Enjoy problem-solving and interaction with members.

Excellent interpersonal skills.

Strong phone etiquette, pleasant voice, and demeanor.

Must be able to sit for long periods of time.

Type 20-30 words per minute.

Team-oriented.

HACU is an Equal Opportunity Employer.

This position is onsite.

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