Member Service Representative (Call Center), Hybrid
Canvas Credit Union is dedicated to transforming financial services and providing support to its members. They are seeking a Member Service Representative to work in their Communications Center, where the primary responsibilities include educating members about financial products, processing transactions, and providing ethical solutions to help members afford life.
Responsibilities
- LEARN about our members and hear them and understand their situations
- EDUCATE our members on the ways we can help them afford life
- PROVIDE meaningful, careful, focused and ethical product solutions
- PROCESS transactions like transfers and payments with courtesy and consummate professionalism
- PERFORM advanced transactions like IRAs, CDs, open accounts, wire transfers, and calmly handle disputes
- GROW with us by immersing in financial industry trends, products, services and technological advances
- SHARE your knowledge on effective practices, competitive intelligence, and business opportunities
- STAND shoulder-to-shoulder with our members and your teammates over our peaks and valleys
Skills
- Availability to work any of the three shifts: 8am-6pm Monday-Friday, Saturday 9am-1pm, 1 day off during week Tuesday-Thursday; 7:50am-4:50pm Monday-Friday; 8:30am-5:30pm Monday-Friday
- Completion of fully in-office training from 8am-5pm Monday-Friday
- Ability to learn about members and understand their situations
- Ability to educate members on financial products and services
- Ability to provide meaningful, careful, focused, and ethical product solutions
- Ability to process transactions like transfers and payments with courtesy and professionalism
- Ability to perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes
- Willingness to grow by immersing in financial industry trends, products, services, and technological advances
- Ability to share knowledge on effective practices, competitive intelligence, and business opportunities
- Ability to work well with others, even when things don't go as planned
- Ability to embrace change and seek new ways to serve members and the community
- Ability to be innovative and thrive on challenges
- Ability to believe in making a difference for people
- Understanding of financial products and services, similar to a Relationship Banker or Personal Banker
- Comfortable and confident in recommending and processing financial products like loans
- Experience winning service excellence awards
- Holding an informal or formal leadership position at the current workplace
- Multi-lingual capabilities, including Spanish
Benefits
- Medical/Dental/Vision Insurance
- Paid Vacation
- Paid Sick Time
- Paid Holidays
- Paid Wellness Day
- Paid Volunteer Time
- Flexible Spending Account
- Health Savings Account
- World Class 401(k) Plan
- Tuition Reimbursement
- Rate Discounts on Qualifying Loans
- May be eligible for incentives or discretionary bonus based on results
Company Overview