Call Center Member Service Representative

Overview: A successful candidate in this position provides accurate, professional service to members with emphasis toward solution oriented assistance.
Assists members by telephone; provides credit union information.
Assists members with account research; may promote prime share, share draft, and other accounts and refers member to the appropriate branch to open; completes necessary file maintenance; assists members with payroll and account changes.
Maintains an accurate knowledge of and complies with security procedures and internal controls.
Performs other duties as may be assigned.
Responsibilities: Professionally and proactively helps members in achieving their financial objectives with guidance and advice.
Helps members anticipate potential problems, offering suggestions and possible solutions.
Being oriented towards recognizing members’ needs.
This ability will be developed in associates over time as they continue to learn more about Palmetto Citizens and financial services.
Works with members and co-workers in branches and departments to resolve potential problems to create a positive member solution.
Understands member’s needs and professionally promotes appropriate credit union products and services.
Promotes new prime share, additional savings, share draft, and other accounts and refers members to the appropriate branch to open the accounts.
Has strong Palmetto Citizens product knowledge.
This ability develops over time as associates learn and apply their knowledge when working with members.
Enhances member service usage of Palmetto Citizens products.
Always delivers assistance in a safe and secure manner.
Knowing the member and the depth of their relationship.
Always professional and pleasant in handling member transactions.
Receives transfers by phone, or by mail; transacts check withdrawals; provides cashiers checks, and any other service within their authority.
Completes all necessary file maintenance documents, and orders checks for members, as appropriate.
Qualifications: Previous customer service experience required.
Bilingual candidates a plus.
Palmetto Citizens is an Affirmative Action and Equal Opportunity Employer.
Minority/Female/Disabled/Veteran