About the Client:

Our client is a well-known, local financial institution. 

About the Role: 

The Member Services CSR will be responsible for all duties relating to processing over-the-phone transactions and maintenance of member accounts, cross-selling of products and services, assisting in the consumer lending functions, ensuring adherence to policies, procedures, security, and compliance, and providing high-quality member service.

Some responsibilities include: 

• Identify and resolve Member issues

• Cross-sell products and services while providing superior service via phone, fax or email as a receiver and caller.

• Contact members as necessary.

• Assist with sales calls for new deposit/loan business

• Processes non-cash teller transactions such as transfers, withdrawals, loan payments, etc.

• Originate consumer loans

• Mortgage referrals to Mortgage Loan Officer

• Ensure compliance with Credit Union policies and procedures & State and Federal regulations

• Ensure total data/document integrity

• High school education or equivalent preferred

• 2 years of relevant Financial Services experience

• 3 years of customer service experience

• 1-year experience in a call/contact center

• Working knowledge of computers

• Strong clerical skills

_______________________________________________________________________________

COVID-19 Safety Protocol: 

Our offices are currently operating at a reduced capacity with our team splitting their time in-office and at home. Our company guidelines currently state that all vaccinated persons may enter the office un-masked (vaccination proof may be required). Persons who remain unvaccinated or who wish to continue mask use may enter with face-covering on (one may be provided for you if needed). Thank you for your cooperation and understanding. 

*Interviews will be scheduled virtually, please ensure your devices have capabilities to communicate via Skype, FaceTime, Zoom, Google Hangouts, or Microsoft Teams. 

Interested? Apply directly now or call (Dade: 305-595-3800 / Broward: 954-437-0070) for more information. Questions? Email [email protected] for more information on this role and others. 

*CAREERXCHANGE® is an equal opportunity employer. We will present the most qualified candidates to our clients based on the skills required to perform the job. For additional opportunities please visit www.careerxchange.com