PT Member Contact Center Specialist
$20.00 - $33.94 Hourly
ApplyPT Member Contact Center Specialist
Posted 11 days ago
SENIORITY
Junior
SALARY
$20.00 - $33.94 Hourly
About the role
- Promotes strong and lasting relationships by providing exceptional member service via all forms of member contact channels (phone, email, chat, and correspondence) including by not limited to outbound calling.
- Assist members with support, questions and/or filing disputes around debit and credit cards, fraud or any other specialized functions routed.
- Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
- Have a core understanding of financial literacy and products and services to be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
- Shares the features and benefits of the Credit Union products, services, and generates referrals.
- Maintains an industry average or higher in net promoter scores.
- Make outbound follow up calls to members for the purpose of establishing, growing, and nurturing member relationships.
- Engage members and callers through asking relevant and meaningful questions, identifying their needs, and making appropriate product and service recommendations.
- Takes ownership of member concerns and provides prompt follow-up/resolution independently or with minimal guidance.
- Meets/exceeds individual key performance indicators (KPIs) expectations.
- Aids members and peers with complex inquiries and escalates concerns in a timely manner. Assist with overrides and high-level transactions.
- Accurately perform daily operations including transactions, card maintenance, new accounts, lending, assisting members with their online banking and other financial needs
- Provides on the job training and acts as a resource for peers with procedural questions.
- Resolves complex problems independently with minimal guidance, acts as an advocate for the member and takes ownership of a timely resolution.
- Minimum of a high school diploma; some college course work preferred; degree highly desirable
- Minimum of two (2) years in a contact center environment with increasing levels of responsibility
- Minimum of two (2) years in a Credit Union or Financial institution
- Met or exceeded expectations of the MCCR I role
- Proficient with Microsoft Office software and standard office equipment; proficiency with call center programs desired
- Courtesy, tact, and diplomacy with current and potential members, peers, and staff
- Some travel may be required to complete training or fulfill duties
- Familiarity and comfort with online systems and other technology
- Display and maintain courtesy, tact, and diplomacy with current and potential members, peers, and staff
- Our Team Member Value Proposition:
- Competitive PayDental and Vision Insurance8 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!401(k) Match
- Incentive Program
- Tuition Assistance and Student Loan Repayment
- Commuter Benefits
- Paid Time Off to Volunteer in the Community
- Product discounts
- Engaging Work Environment
- Rewards and Recognition Programs
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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