Responsibilities

• Artfully Crafted Advocacy: focus on relationship development and recommending beneficial products and services; aim for first contact resolution; utilize tools to guide members toward financial success
• Service Development: provide accurate information about Credit Union products and services; maintain service standards; comply with policies and regulations; maintain confidentiality and security of member information; meet or exceed scorecard expectations; collaborate with branches and support departments; maintain knowledge in all credit union programs; process detailed member requests (e.g., wires, automatic transfers); perform periodic file maintenance; assist with establishing new deposit products and services; issue, block and maintain debit/credit cards including travel notes, disputes, and fraud; identify activity that may cause loss and refer accordingly; answer basic IRA questions; respond to written member requests via multiple channels with appropriate grammar and SLAs
• Membership Development: identify and offer deposit/loan products that suit members’ needs; assist with establishing new deposit accounts and services; promote and refer ancillary products and services; maintain existing accounts; promote and refer members to appropriate partners/team members

Requirements

• High school diploma or equivalent
• Minimum of 2 years’ experience in customer service with contact center skills preferred
• Reliable and dependable transportation
• A personal smartphone with capability of uploading latest iOS or Android versions

Preferred

• Previous work in a financial institution is a plus

Benefits

• PTO (paid time off) and financial loan programs to help you achieve your next adventure
• Birthday holiday - a day off to celebrate
• 401k Perk with 100% match on the first 5%
• Casual-dress work environment with On Tap branded gear and clothing stipends
• Wellness Center access with discounted gym facilities
• Special employee rates on loans – mortgages, Visa, auto/boats/RV’s
• Career coaching and underwriting 75% of education expenses up to $2,500 each year after one full year of employment
• Co-workers who collaborate and prioritize member success