Job Description

Are you searching for an opportunity to make a real impact, experience professional growth, and become a respected member of one of the 200 Healthiest Credit Unions in the nation?

Role:

Our Call Center Representatives assist members and potential members with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area.

Essential Functions & Responsibilities:

Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.

Identifies cross-sell opportunities and cross-sells services to members.

Maintains member account information on computer system.

Ensures the appropriate records are maintained and required reports are prepared.

Assists other departments as needed.

Performs other job-related duties as assigned.

Performance Measurements:

1. To provide informed, prompt, accurate, courteous, and professional phone service to all members and potential members. Answering telephone immediately, responding to correspondence without delay and return calls by end of day.
2. To maintain a dependable record of attendance and timeliness.
3. To process member transactions with zero errors.
4. To meet/exceed sales & referral goals per month.
5. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations.
6. To troubleshoot and resolve member inquiries in a timely, friendly and accurate manner.

PM22

Knowledge and Skills:

Experience: Up to six months of similar or related experience.

Education: College education preferred

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.

Benefits Package:

· Medical, prescription, dental, vision

· Life and long term disability Insurance, employer paid

· Generous 401(k) plan

· Paid time off and holidays

· Loan discounts

· Tuition reimbursement paid up to 90% of classes including Masters programs

· Considerable and substantive internal training on a myriad of banking subjects, member service, professionalism, and best industry practices.

Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment.

We are a non-smoking work environment.

PI7d66c187b5ef-30492-35844992

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