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Member Contact Agent

Company: Vibrant Credit Union
Location: West Des Moines
Posted on: January 12, 2021

Job Description:

In a Nutshell: Provides prompt, efficient, accurate, and courteous service to members in person, by telephone, video and email. Actively cross-sells credit union products and services. Assists members with account transfers, payments, balance history, transaction history, re-authorizations, ACH, CP opt in/out, check orders, updating personal contact information, statement changes/delivery method, skip-a-pay, fee refunds, and completes notes in the system. Occasionally performs transactional duties to serve members by receiving or paying out funds with a high degree of accuracy. The Nitty Gritty Facilitate Financial Transactions: Performed member transactions, provides information and facilitates account maintenance as requested. Process member transactions accurately and efficiently while adhering to and not exceeding error threshold. Verifies account ownership to ensure member privacy. Teller cash drawers are always expected to balance. Identify Potential Cross-Sales: Corresponds with members to create cross-selling opportunities by utilizing knowledge of credit union products and services. Achieve personal referral goals through in-person and inbound/outbound phone correspondence with members. Outstanding Service: Delivers an exceptional member experience 100% of the time while providing products and services that will help members improve their economic well-being and quality of life. Respond to member questions via phone, email, or in-person in an efficient, friendly, and accurate manner. Member Problem Solving: Knowledgeable of credit union products, services, and systems in order to resolve member complaints and issues within defined authority. Resolves member account discrepancies and complaints with critical thinking and problem solving. Uses systems and manuals to aid in quick and efficient problem resolution. Maintains a professional, courteous, and helpful attitude with fellow employees, management, and members. Focus on Ongoing Professional Development: Participate in education and training provided by the credit union. Maintain up-to-date and comprehensive knowledge on all departmental policies, procedures, rules and regulations. Display Strong Teamwork: Fosters a sense of shared accountability and group responsibility. Celebrates successes and recognizes and appreciates others--- contributions. Creates a work environment based on inclusiveness, welcoming others--- suggestions and points of view. Fosters a sense of shared accountability and group responsibility. Celebrates successes and recognizes and appreciates others--- contributions. Creates a work environment based on inclusiveness, welcoming others--- suggestions and points of view. What to expect when you---re expecting---to get the job: - Provide exceptional experience to help drive sales and service. - Be quick to engage when there is an opportunity for interaction. - Positively contribute to your individual Team dynamic and the organization as a whole. - Dare to be different. Have fun doing it. - Successfully meet individual goals and objectives. Do you have what it takes? - High School Diploma or General Education Degree required. - One to Two years of experience and / or training desirable. - Previous cash handling experience preferred. These are the must haves aka minimum requirements for the job: To be successful in this position, an individual must be sales driven, organized, dependable, detail-oriented, personable, and tactful. This individual should also possess excellent verbal communication skills and mathematical reasoning ability. They must understand all Vibrant Credit Union products and services. It is essential that this individual understand and abide by the strict confidentiality policies that are necessary in any financial institution. recblid uh3me230mlhhtbc6gv25k1ae6jfli9

Keywords: Vibrant Credit Union, West Des Moines , Member Contact Agent, Sales , West Des Moines, Iowa

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