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Customer Service Representative
Miramar, FL US
Job Description
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
Job Requirements
- 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
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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