Member Experience Representative I
On-siteCamarillo, California, United States
Job Summary
Identify member financial needs and recommend products to improve their lives. Promptly answer incoming calls with courtesy while assisting with general credit union information, including products, hours, and locations. Process new account requests online, notify applicants of status, and perform account servicing functions such as transfers and cash advances. Educate members on electronic services like Mobile Banking and eStatements, and refer interested parties to the Loan Sales Team or Mortgage Department. Requires six months of experience in sales, service, or call centers. Flexible work hours range from 29.5 to 40 weekly with occasional overtime. No travel required; role involves extensive phone work and keyboarding in a climate-controlled office.
Required Qualifications
- High School diploma or GED
- Six months of experience in a sales, service, and/or call center environment
- Ability to talk
- Ability to hear
- Ability to use hands for keyboarding
- Ability to be prepared for lots of phone work
- Ability to sit for long periods
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