Member Contact Center Representative

🔥 4 minutes ago

🐻 Alaska, Arizona, +4 more states – Remote

🐻 Alaska – Remote 🌵 Arizona – Remote 🎰 Nevada – Remote 🤠 Texas – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $16 - $32 / hour

⏰ Full Time

🟢 Junior

📞 Call Center Representative

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Nuvision Federal Credit Union

WebsiteLinkedInAll Job Openings

201 - 500 employees

🏦 Banking

💸 Finance

💰 $2.5M Grant - Nuvision Federal Credit Union on 2023-04

Banking • Finance

Nuvision Federal Credit Union is a member-focused, Southern California-based credit union that provides retail and business financial services. It offers a broad range of products including checking and savings accounts, IRAs and certificates, consumer and commercial lending (auto, mortgage, RV/boat, personal, student, home equity, and commercial loans), credit cards, insurance products, and digital banking tools (mobile deposit, Zelle, an AI phone assistant). The institution emphasizes member ownership, financial wellness resources, branch and ATM access, and online/digital services for members.

📋 Description

• Provide exemplary service to Credit Union members via phones, e-mail, web channels, mail, and facsimile • Process deposits and withdrawals, review account information and credit/card transactions, and process loan payments • Provide basic online banking support • Support the Credit Union’s depository and lending products and achieve established cross-sell goals • Provide efficient and timely member service through phone, mail, and facsimile • Consult with members, identify needs, offer solutions, and follow up on pending transactions • Recommend products and services, including ancillary products • Open new member accounts, including savings, checking, money market, trust, certificates, and IRA accounts • Complete account forms and agreements • Perform account maintenance, including address and name changes, ownership and beneficiary updates, account closures, deceased accounts, and notary services • Identify and report suspicious behavior or suspected fraud activity • Complete required training and compliance modules • Maintain confidentiality of member and sensitive information • Support continuous improvement activities and represent the Credit Union professionally • Perform other related duties as assigned

🎯 Requirements

• 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 • High School Diploma or equivalent

🏖️ Benefits

• Sign-on bonus available for eligible external applicants • Medical • Dental • Vision • Life Insurance • Flexible Spending Account • 401(k) Matching • Paid Time Off • Training Provided • Tuition Reimbursement