Note: The job is a remote job and is open to candidates in USA. Nuvision Federal Credit Union is dedicated to providing exemplary service to its members. The Member Contact Center Representative I is responsible for delivering efficient service through various channels while supporting the Credit Union's goals and maintaining confidentiality with member information.
Responsibilities
- 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 members
- 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 notary services
- Identifies and reports any suspicious behavior or suspected fraud activity
- 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 manner
- Maintains member and other sensitive information with confidentiality
- Other related duties as assigned
Skills
- 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
- High School Diploma or equivalent
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement
Company Overview
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences. It was founded in undefined, and is headquartered in Huntington Beach, CA, US, with a workforce of 201-500 employees. Its website is http://www.nuvisionfederal.org.
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