Provide omnichannel assistance to members and potential members by acquiring in-depth knowledge of all credit union departments, including online banking, payment options, debit card issues, etc.
Create consistent positive member experiences through active listening, de-escalation skills, and knowledge of Connexus products/services/processes
Maintain trust and integrity by ensuring members' information and transactions are held in confidence; safeguard members’ assets through strict adherence to risk mitigation procedures
Meet performance metrics including number of interactions with members, Quality Assurance, accurate case notes of member interactions and call history
Initiate, lead or participate in organization and/or department projects that help achieve the organization’s vision
Build trusting relationships through individualized and best in class member support and educate members on products and services
Volunteer and offer assistance as needed while achieving daily metrics through well-defined multi-tasking skills
Take initiative for personal development and stay informed on current credit union processes/procedures
Identify and render the best service possible to all members including interacting with other departments to answer questions
Requirements
This position is Remote; remote employees must reside in: FL, IL, IN, IA, MI, MN, MO, OH, TX, WI
1+ years of related experience
Follows established routines under close supervision
Self-starter with a strong desire to learn and work independently
Excellent listening skills complemented by proficient verbal and written communication
Ability to ask probing questions to fully comprehend and support member questions and concerns
Ability to multi-task and maintain composure under pressure while maintaining professionalism
Ability to follow procedures, policies, and regulations
Strong computer skills; experience working in a Windows environment, using the internet and databases effectively
Coachable; engage in clear and honest dialogue, welcoming open conversations