Assists members via telephone in establishing memberships, share accounts and related products and services, completing necessary documents and performing data entry of records in compliance with audit requirements. Performs transaction processing for members and frequently serves as the initial point of contact between the Credit Union and the members. Promotes member engagement by providing specific, accurate and timely information to members regarding Credit Union products and services. Responsible for educating members regarding current marketing promotions, for engaging new members to become Signature Members within their first 120 days of joining the Credit Union, and for engaging existing members to deepen their product and service usage with the Credit Union. Makes referrals for insurance services, investment services and real estate services. Consistently provides a high level of service and is committed to increasing member satisfaction. Demonstrates adherence to the Member Contact Center (MCC) Service Standards in addition to enforcement and modeling of our Mission Statement, Core Values and Team Attributes. Promotes advocacy and takes personal responsibility to ensure that member issues are handled properly at the first point of contact. Focuses on learning how to deliver Signature Experiences and achieving successful results in the Member Experience Surveys. Maintains knowledge of products and services. Performs day to day transactions for members including, but not limited to deposits, withdrawals and transfers. Answers member inquiries and provides information in accordance with Credit Union policies and procedures for statement requests, stop payments, fraud claims, insurance of accounts, and other deposit account-related needs. Assists members with savings products, including checking, certificate and money market accounts. Actively participate in training/self development to understand the basicsin the legal aspects of accounts (e.g. trusts, fiduciary accounts, Power of Attorneys, etc.). Provides member assistance and education with home banking platform and mobile devices. Targets and achieves individual goals in support of department goals. Learn how to contributes to Wescom growth through needs-based sales and service skills to match services to member needs. Ensures member engagement and a migration to appropriate delivery channels. Makes referrals for insurance services and investment services to Wescom Insurance Services and Wescom Financial Services. Makes referrals for home equity products to department Mortgage Loan Originators and referrals for first mortgages to Mortgage Loan Originators in Real Estate. Meets personal development and training objectives established by Department Manager. Completes Wescom University core curriculum, including required regulatory training. Possibly trains other employees in routine procedures. Maintains applicable skills to effectively utilize in technology applications including the operating system and ancillary systems. Contributes to organizational efforts in process improvement.
Customer service, Call center, contact center, Inbound call, Data entry, Customer service oriented, Customer support
Top Skills Details:
Customer service,Call center,contact center
Additional Skills & Qualifications:
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES: High School graduate. Previous financial industry and customer service experience preferred. Must demonstrate the willingness and the ability to learn the necessary technology applications utilized within the MCC, including the Credit Union's operating system. COMPUTER SKILLS: Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position. MATHEMATICAL SKILLS: Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percent and to draw and interpret bar graphs.
About Aston Carter:
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At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit ~~~. Aston Carter is a company within Allegis Group, a global leader in talent solutions.
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.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call ~~~ or email ~~~ (~~~) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.