Telephone Service Representative - Southland Credit Union : Job Details

Under the general supervision of the Service Center Manager, delivers exceptional members service by providing assistance to members and potential members with their financial needs by explaining and cross selling products and services, responds to inquiries, and resolves issues to ensure members needs are met. To fulfill responsibilities of the work schedule created based on the business needs of the Service Center which will include working on Saturdays.

• Delivers a broad range of assistance to members via incoming telephone calls, to include but not limited to: general information, explain products and services, problem resolution,answer inquires, and direct members to appropriate department or person accordingly.
• Prepare and process transaction requests, to include but not limited to: transfers, share withdrawals, deposits, charge fees, reverse fees, loan payments, loan applications, and stop payments on a variety of check types.
• Perform necessary file maintenance to include but not limited to: set up account records on products and services, address/phone number changes, ATM/Debit cards, Quickline/eBranch preferences, comments, notes, warnings/flags, check holds, IRA IRS records, EFT records, auto transfer records, and tracking records, etc.
• Performs other duties as may be deemed necessary for the effective and efficient function of the Department or Credit Union and other duties as assigned.

• Experience: A typical background for obtaining the requisite knowledge, abilities and a minimum of six months to two years of customer service or related experience in a banking or credit union institution along with the required education.
• Education: A high school education or GED.
• Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
• Other Skills: Able to operate a 10-key calculator, typewriter, and computer keyboard.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Southland Credit Union is an Equal Opportunity Employer.