Member Services Representative

Job not on LinkedIn

🕒 June 25

🗽 New York – Remote

🗽 New York – Remote

💵 $21 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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Quorum Federal Credit Union

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1934

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

Quorum Federal Credit Union is a member-focused financial institution offering consumer banking products and services, including a range of checking and savings accounts (including high-yield and term savings), mortgages, home equity loans and HELOCs, credit cards, student loans, and digital banking tools. The credit union provides financial planning, wealth management, insurance and estate planning services, access to a nationwide surcharge-free ATM network, and educational resources aimed at improving members' financial knowledge. Founded in 1934, Quorum emphasizes competitive rates, digital convenience, and member service.

📋 Description

• Supports member telephone inquiries including but not limited to opening accounts, assisting with loan applications, credit card, account information and account changes. • Responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union. • Maintains service standards as required by position benchmarks for quality, turnaround time, accuracy and follow up. • Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores and process adherence. • Provides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. • Strives to provide first contact resolution when within Credit Union policy. • Ensures adherence to company policies and procedures and Banking/Credit Union Regulations. • Educate new and existing members on loan and deposit products and other services. • Authorizes service fee refunds and waivers within established guidelines for this position. • Promotes use of virtual banking services, such as online and mobile banking, automated phone service and resolves user issues. • Participates in new product testing and other organization/departmental projects as assigned. • Provides input to management on workflow issues, patterns, and improvements. • Promotes and demonstrates a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors. • Keeps abreast of industry developments including, but not limited to changes in regulations and technology.

🎯 Requirements

• High School Diploma or equivalent; college degree preferred; will consider experience in lieu of degree. • Minimum of one year experience in financial services industry, in a call center. • Must maintain required scores on Call Monitoring. • Excellent problem-solving, organizational, analytical, verbal, and written communication skills. • Strong decision making and time management skills with the ability to manage multiple projects/duties. • Trustworthy with the ability to maintain highest level of integrity and trust. • Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. • The ability to use multiple software applications concurrently to resolve member inquiries.

🏖️ Benefits

• Flexible to work a structured schedule that includes evening hours up to 7:00 p.m. (EST) in a remote environment which is free from distraction. • Stable internet connection with speeds high enough for video conferencing and screen sharing. • Smartphone with current iOS/Android OS