- Location
- Pottstown, PA
- Department
- Customer Service
- Education
- High School
- Source
- Paylocity
Description
Description
Position Summary:
Member Advocate – Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
- Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
- Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Requirements
Required Skills / Abilities:
- Demonstrated dedication to positive, member-focused service.
- Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
- Good organizational skills and attention to detail.
- Ability to work through member situations and provide effective and accurate resolutions.
- Good technical skills and ability to work with multiple systems.
- Ability to be available at 8:00am M-Sat.
- Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
- High school diploma or equivalent.
- Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
