Member Contact Center Rep 1
Company: Nuvision Federal Credit Union
Location: Huntington Beach
Posted on: November 12, 2021
The primary role of the Member Contact Center Representative I
is to provide exemplary service to Credit Union via all manners and
methods of contact, including but not limited to: phones, e-mail,
web channels, mail, and facsimile. Under general supervision, the
MCC Rep I performs a wide variety of duties related to member
service such as processing deposits and withdrawals, reviewing
account information and credit/card transactions, processing loan
payments, providing basic online banking support, etc. This
position supports all of the Credit Union depository and lending
products and works to achieve cross-sell goals established by the
Credit Union. -MCC Rep I's are generally on the phone in a queue
the entire day and responsible for adhering to their assigned
schedule to ensure member service standards are met and exceeded.
This role's focus is the member experience and is expected to
represent Nuvision Credit Union in a positive and professional
manner at all times, showing mutual respect while working with and
collaborating with others to build strong relationships internally
within the organization and externally with our members. This means
supporting the Credit Union goals and Core Values. They must
maintain confidentiality with member information, pay attention to
detail, ensure accuracy, demonstrate sound judgment, and act with
tact and diplomacy.
Responsible for providing efficient and timely service to the
membership via phone, mail, facsimile, as applicable. Provides
basic member service transactions, with quality and accuracy.
Consults with members. Identifies needs, offers solutions, and
follows up on any pending transactions. Holds conversations that
matter with members either in person or over the phone.
Recommends other products and services such as ancillary products
as appropriate from having conversations that matter with
Performs various duties including but not limited to: Opening all
new Member Accounts; Savings, Checking, Money Market, Trust,
Certificates, and IRA. Completes all appropriate forms such as
Account Cards, Certificate Application and Agreement, Trust
Application and Agreement, and Certificate of Trust. Recommends
other products and services as appropriate from having
conversations that matter with members.
Performs a wide variety of account maintenance including but not
limited to: changes of address, name changes, adding/updating
account set up, adding/updating joint owners, adding/updating
beneficiaries, closing accounts, processing deceased accounts and
Identifies and reports any suspicious behavior or suspected fraud
Completes all required training and compliance modules.
Treats all co-workers and members with respect.
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional
Other related duties as assigned.
Maintains member and other sensitive information with
1 year retail experience with a proven track record in meeting and
or exceeding service and sales goals.
Basic understanding of financial products and services.
Professional verbal skills and etiquette.
Competent computer knowledge and proficiency in Microsoft
applications (Word, Outlook and Excel), remote signing and ability
to work and operate a webcam.
Excellent follow up
Strong interpersonal skills with the ability to effectively listen,
understand, and anticipate member needs.
Excellent Written skills (Email) - Grammar and Spelling
Member service and organizational skills
Work well with other departments - Team player
Genuine interest in helping members through Conversations that
Matter and have an empathetic and caring nature.
Willingness to make a difference
Personable and professional
Successful completion of all compliance related coursework
Education: - High School or Equivalent
Website: - nuvisionfederal.com/careers
Flexible Spending Account
Paid Time Off
Remote Interview Process (some positions vary)
Social Distancing and Mask Guidelines in place
Keywords: Nuvision Federal Credit Union, Huntington Beach , Member Contact Center Rep 1, Other , Huntington Beach, California
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