Contact Center Representative

Trustone Financial • Kenosha, WI

385d

About The Position

The Member Service Representative at TruStone Financial plays a crucial role in providing exceptional financial services to members. This position requires a comprehensive understanding of the credit union's operations, products, and regulations to effectively assist members with their inquiries and concerns. The representative is also responsible for training and supporting colleagues, ensuring a high level of professionalism and customer service in a fast-paced environment.

Requirements

• High School Diploma or equivalent.
• 1+ years of related financial or customer services experience, preferred.
• Excellent customer service and sales skills.
• Experience in computer systems with MS Office experience preferred.
• Math aptitude and keyboarding skills.
• Excellent verbal and written communication skills.
• Ability to work as a team player, being flexible and dependable.
• Ability to work independently while displaying initiative and decision-making skills.
• Ability to maintain a high level of professionalism while working under pressure.
• General knowledge and experience working with mobile devices and their operating systems.
• Ability to provide high-quality, professional support over the phone.
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

Responsibilities

• Maintain a unique working knowledge of all operational and technical facets of the credit union.
• Perform advanced functions and provide universal support for members related to operational activities and financial services.
• Resolve member inquiries, concerns, and issues effectively.
• Stay up-to-date with changing policies and procedures.
• Provide leadership, training, and support to co-workers and other credit union staff.
• Exercise independent judgment and decision-making skills while safeguarding member information.

Benefits

• Competitive pay and incentive programs for all positions.
• Health insurance options.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees