Member Solutions Representative

Job not on LinkedIn

🔥 2 hours ago

🗽 New York – Remote

🗽 New York – Remote

💵 $21 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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CFCU Community Credit Union

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

CFCU Community Credit Union is a financial institution based in Ithaca, NY, offering a range of personal and business banking services. It provides personal banking services such as checking and savings accounts, loans—including auto, personal, and home loans—and a variety of credit cards. CFCU also offers business banking solutions, including business checking and savings accounts, business loans, and merchant services. Members benefit from wealth management services, digital banking options, and security resources. CFCU is committed to community impact and offers scholarships and awards, along with impactful community initiatives.

📋 Description

• Provide outstanding service to members through various inbound and outbound channels including phone calls, video calls, email and other channels as developed. • Work efficiently to assist members in a calm, polite, and professional manner. • Responsible for member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with accuracy and in a timely manner. • Resolve member issues and concerns within the position's level of authority and in accordance with Credit Union's policies. • Direct members to the appropriate resource and/or Supervisor when a solution is outside the scope of the Member Solution Rep I’s authority or responsibility. • Successfully completes all training and keeps abreast of company policy changes. • Participate in Saturday rotation and works additional hours for special projects. • Meet or exceed sales or referral goals as an individual and collaboratively with the team. • Perform other job duties as assigned by manager.

🎯 Requirements

• Zero to six months of similar or related experience. • High school education or equivalent. • To provide prompt accurate, and professional service to all members and potential members through multiple platforms. • To be available for member inquiries through various communication methods. • To process member transactions accurately and in accordance with Beginnings policy and procedures. • To maintain a positive attitude and a spirit of teamwork. • To successfully sell and refer credit union products and services.