Description:
Must be available to work 7am-7pm and every other Saturday from 9am-3pm. Schedule comes out a month in advance. They will be plugged in for the late shift 2-3 days a week. Must have banking or credit union experience, they can train the call center side.
Purpose of Position: Answer all incoming telephone calls at Dort Financial Credit Union. Reconciles member problems and accounts. Provides technical support for all online and mobile banking services and applications. Builds and strengthens member relationships by matching the members' financial needs to the Credit Union's products and services at every opportunity. This position requires someone who is very positive and outgoing with good communication skills.
Key Characteristics of Position: Ability to remain calm and positive in high pressure situations. The ability to connect with the members and sincerely enjoys helping others. A creative solution seeker who is a self-starter, goal oriented, results driven, and enjoys competition.
Minimum Formal Education: High School Diploma required, Bachelor's Degree preferred.
.
Experience: At least one year or more of credit union or financial experience in a call center environment preferred.
Other Requirements: Must be bondable and possess a working knowledge and experience in Microsoft Office or similar software.
Equipment Used: Office Machines: Computer, Calculator, Printer, Fax, Phone System, Scanner.
Desirable Characteristics:
Ability to interact well with the general public and present a professional, pleasant image to members and potential members.
Sincerely enjoy helping others. Proven track record in sales.
Goal oriented.
Results driven.
Positive attitude.
Enjoys competition.
Likes to have fun and be creative
Technologically inclined.
Enjoys talking on the phone.
Skills:
banking customer service, credit union, typing, computer skills, customer service, Call center customer service
Top Skills Details:
banking customer service,credit union,typing,computer skills,customer service
Additional Skills & Qualifications:
A. Answer all incoming calls within an established number of rings and with the appropriate Dort Financial Credit Union greeting, while presenting a professional and positive image of the Credit Union.
B. Properly identify members in accordance with the procedure for member identification over the phone.
C. Handle specific member inquiries regarding their Credit Union accounts and process monetary and non-monetary transactions for members.
D. Research and resolve member online and mobile banking issues including password and username resets, bill pay questions, cross member transfers, wires, check orders, etc.
E. Responsible for initiating enrollment of new members, opening accounts correctly, completing necessary forms, obtaining proper identification and signatures, and explaining services and programs offered.
F. Handle general inquiries from members, potential members, team members and other callers relating to Credit Union products and services.
G. Process online lending applications and distribute to appropriate department for underwriting.
H. Respond in writing to member electronic inquiries received via Credit Union website.
I. Responsible for providing members with information regarding share and share certificate programs, rates, terms, maturities, penalties, withdrawal privileges. etc.
J. Assist members in completing forms for direct deposit of net pay, social security, government checks, and pension checks, and remit to proper agencies or departments.
K. Using reasoning and knowledge of Credit Union products and services, evaluate member needs and cross-sell appropriate products and services.
L. Initiate and solicit member applications for lending products. Initiate and process member applications for share/savings products and various access devices.
M. Make outbound telephone contacts with existing and potential members to promote the use of Credit Union products and services, as directed.
N. Handle member inquiries into account transact
Experience Level:
Expert Level
About Aerotek:
We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.