Req#: R1525Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for career advancement to Member Experience Advocate II
- Supportive and collaborative work environment with a focus on employee development
- Work full-time hours with a flexible work arrangement (in-office, hybrid, or remote)
- Engage in community initiatives and contribute to a positive member experience
- Bilingual candidates (English/Spanish) are preferred, enhancing your chances for success
What to Expect (Job Responsibilities):
- Manage inbound calls and virtual teller sessions to assist members effectively
- Resolve inquiries related to checking and savings accounts, transaction research, and balances
- Educate members on products and services to provide a one-point resolution
- Commit to achieving individual, team, and organizational goals through engagement
- Maintain compliance with applicable rules and regulations through ongoing training
What is Required (Qualifications):
- High school diploma or equivalent; some college preferred
- Minimum of 1-3 years of experience in customer service, banking, and/or call center environments
- Functional knowledge of the Bank Secrecy Act and other relevant Federal laws
- Proficiency in Microsoft Word, Excel, and Explorer; 10-key skills required
- Ability to demonstrate excellent communication skills in one-on-one and group settings
How to Stand Out (Preferred Qualifications):
- Previous experience in a financial services or credit union environment
- Bilingual in English and Spanish
- Familiarity with virtual banking technology and tools
- Strong problem-solving skills with a customer-focused approach
- Experience engaging in community initiatives
#FinancialServices #CustomerExperience #CareerOpportunity #BilingualPreferred #CommunityEngagement
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