To assist members and potential members with their Credit Union needs; explain services, set up new accounts, respond to problems, and direct members to the appropriate people.
Receives member telephone calls for information, withdrawals, transfers, payoffs, check reorders, etc.
Researches and obtains information to resolve member problems.
Opens all appropriate share accounts, share draft accounts, and related service accounts and assists member with completion of paperwork.
Properly completes and mails necessary paperwork.
Presents products and services effectively.
Possesses complete knowledge of bank wires.
Maintains basic knowledge of MAX products and services, consistently and effectively cross sells, which will be evaluated through quality monitoring meeting goals of the Service Excellence program.
Effectively manages time off the phones to meet occupancy goals.
Understands the importance of positive voice tones and expresses self clearly.
Able to communicate with professional telephone etiquette, maintaining courtesy, enthusiasm and friendliness in a manner appropriate to the listener.
Tries to handle members' needs at first point of contact.
Operates Credit Union computer terminals, calculators, and all other equipment required to perform job duties.
Possesses proper knowledge of security procedures while assisting members.
Upholds core values and builds team member and customer relationships.