Member Support Center Agent

Central One Federal Credit Union is committed to delivering exceptional service and fostering a collaborative environment. They are seeking a Member Support Center Agent to assist members with savings products and services, as well as promote and sell credit union services to both new and existing members.

Responsibilities

• Answer incoming phone calls, handling member withdrawals, transfers, and inquiries in an efficient and professional manner
• Support COFCU’s basic savings products, services, and policies
• Open new accounts following the procedures, policies, and guidelines for the applicable account type
• Perform BSA compliance duties as required in the Credit Union BSA Policy
• Promote and cross-sell all credit union products and services; encourage new credit union membership
• Provide basic information and counseling to members on COFCU savings and loan products, services, and policies
• Achieve stated goals as part of the MSC Goals Plan by making referrals to appropriate MSC Relationship Specialist, Lending Specialists, and affiliated professionals
• Travel to any branches, including satellite offices, to represent the credit union, as needed
• Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means
• Adhere to all applicable credit union policies, procedures, and regulations
• Maintain community involvement and participate in special projects, as needed
• Perform other duties as requested or assigned

Skills

• High School diploma required
• One to twelve months experience in a customer service department of a credit union or financial institution, or related experience
• Ability to make decisions and do detailed work
• Ability to work efficiently and accurately in a fast-paced environment
• Skilled in the use of general office machines and computers
• Ability to sell, cross-sell and interact professionally on the telephone and through electronic means
• Basic PC skills in Microsoft Word/Outlook
• Capacity to work well with others
• Dependability
• Flexibility
• Initiative
• Resourcefulness
• Confidentiality
• Professionalism

Benefits

• This position is eligible for a hybrid work arrangement with a combination of in office and remote days upon completion of in-office training period.

Company Overview