Customer Service Specialist
Contact agent job at German American
Job Title: Customer Service Specialist As a Customer Service Specialist, you will be the first friendly person that greets clients and assists them with their banking needs. This role offers a great insight into the world of banking, insurance, and wealth management to build a foundation for a career in financial services.
What You'll Do:
* Day in the Life - Every day you will work face-to-face with clients in the branch location, manage a cash drawer, assist clients and team members, uncover needs, and educate clients on German American products and services. You will help clients by verifying account information and performing loan and deposit transactions, as well as guide them when they are not sure where to go next by engaging in friendly, meaningful conversations.
* What it Takes - To thrive in this role you must maintain confidentiality, listen closely to understand, and identify opportunities to better serve the customer, which will both build and strengthen long-lasting relationships. We will teach you everything else.
Bonus Points:
* Bilingual/Multilingual
* Customer Service experience
* Cash-handling experience
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Education assistance program
* Paid parental bonding leave
* Wellness benefits
* Life event coverage
* Service awards
* Financial benefits including 401(k) match, stock purchase plan, loan discounts and more
* National and local discounts on everything from computers and vacations to phones and retail shopping
* Free checking account, checks and discounted bank services
This position will be located at:
4476 North High Street
Columbus, Ohio, 43214
United States
About Us:
Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Customer Relationship Advocate Career Development Experience- Covington, KY
Covington, KY jobs
The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More)
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Customer Service Representative- Covington, KY
Covington, KY jobs
The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. (Learn More)
Fidelity Investments does not offer work visas for this role
Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Onsite Medicaid Eligibility Representative
Columbus, OH jobs
Pay Rate: $17.50/hr. based on experience, plus monthly bonus ($0- 300) after 90 days.
Hours: Monday - Friday 9:30am-6:00pm
Who is Hospital Referral Services?
No one wakes up in the morning and says, "Today I want to go to the hospital". We are here to help when the unexpected happens. Hospital Referral Services on-sites screen and help patients bedside to see what assistance programs the uninsured or underinsured may be eligible to receive.
HRS's team of experts helps guide patients through the Medicaid process so the patient can focus on recovery.
Hospital Referral Services has an opening for an Onsite Medicaid Screening Representative. We are looking for a self-motivated professional to add to our growing team. If helping people is something you enjoy, this may be the right job for you.
Our employees voted us Top Workplaces 4 years in a row!
The Onsite Medicaid Eligibility Representative will be responsible for:
Review the hospital work queue or census to identify uninsured patients that are admitted to the Emergency Room.
Screen/Interview patients bedside in hospital setting to determine possible eligibility for any assistance programs available including Medicaid and charities.
High volume of walking and standing. (70% - 80% of your shift)
The Onsite Medicaid Screening Representative will complete applications for Medicaid benefits and charity programs as needed.
Maintain a positive working relationship with co-workers, hospital staff, and patients.
Abide by HIPAA rules and regulations to protect patients privacy.
The Onsite Medicaid Screening Representative will meet production goals and objectives as assigned by hospital and management on a monthly basis.
Maintain confidentiality of account information at all times.
PM21
Requirements:
Requirements for the Onsite Medicaid Screening Representative:
Previous customer service experience preferred.
Must have basic computer skills.
Must be able to multitask and type minimum 40 WPM
Must have reliable transportation.
Good attendance and dependability are essential.
Successful completion of drug and background test is required.
Annual Flu shots and TB testing is required
The Onsite Medicaid Screening Representative must have availability to work some holidays.
Please apply at: revenuegroup.com/careers
EEO Statement:
We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws.
PM21
Compensation details: 17.5-17.5 Hourly Wage
PI4f89d8df97db-31181-39155499
Contact Center Agent
State College, PA jobs
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
Contact Center Agent provides superior member service pertaining to Member Services, Digital Banking, or Card Services. This would include but not limited to handling general account inquiries, share and loan transactions, account history and maintenance, troubleshooting online banking and mobile services issues, lost or stolen cards, disputed card and ATM transactions and VISA credit card and debit card maintenance. Using knowledge of products and services, as well as excellent member service skills, the contact center agent will educate members on the responsible use of those services to broaden self-service relationships and to achieve greater profitability and competitive advantage.
Schedule: Monday - Friday, 10:00am -6:00pm with a rotating Saturday, 8:00am-4pm with a day off to be determined. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 20% or as needed.
In this position, you will
Member Service Handling:
Educating members on PSECU digital first model.
Cross-serving products and services to enhance the member experience.
Complete monetary and non-monetary maintenance and transactions on member accounts.
Technical Skills and Tools:
Utilizing online information resources and software tools.
Following security protocols for member authentication.
Conducting member transactions using appropriate systems.
Performance Improvement and Training:
Continual knowledge enhancement through feedback, coaching and training.
Assisting in training new products and services.
Back-Office Support:
Performing various back-office functions as needed.
Providing backup support for other skills within the contact center.
Providing backup support for other skills within the contact center
Cross-train in other specialty areas as needed.
Other duties as assigned.
Qualifications:
High School (Required) Any equivalent combination of experience and education. | Required
Auto-ApplyCall Center Lending Specialist
Vancouver, WA jobs
Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:
Best of Clark County Award / The Columbian - 2008-2025
Best in Business Award / Vancouver Business Journal - 2013-2024
Corporate Philanthropy Award / Portland Business Journal - 2017-2024
Columbia CU Guiding Principles
Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.
Mission: Bringing people together to make life better for themselves and their communities.
Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.
Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.
Core Values
People - We have a passion for helping each other and our members.
Community - We have a passion for contributing to the success and growth of the communities we serve.
Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.
Benefits
Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Assistance
And More!
About The Role
The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs.
RESPONSIBILITIES:
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Experienced in and ability for meeting personal and team goals.
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Initiate outbound calls or emails to current members.
Originate loan applications for consumer loan products and credit cards.
Maintain up-to-date knowledge on all credit union products and services.
Participate in cross-functional projects, promotions and training.
Respond to loan inquiries initiated through Columbia's remote channels.
Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members.
Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization.
REQUIREMENTS
Minimum three (3) years previous lending experience with a financial institution.
Current NMLS license or ability to obtain upon hire.
Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat.
Strong organizational, verbal and written communication skills.
Strong computer skills.
Ability to work effectively independently and within a team.
Ability to work from home.
Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed.
Occasional travel to Operations Center, with at least one week's notice when allowable.
COMPENSATION
$26.00- $30.00/ hour
+ Commission
Columbia Credit Union follows all required COVID 19 health protocols
Equal Opportunity Employer/AA
Must be 18 or older to apply
Call Center Representative - On Site/Harrisburg, PA
Harrisburg, PA jobs
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA.
We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.
Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA
The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers.
Essential Duties and Responsibilities
Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers.
Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable.
Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level.
Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers.
Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases.
May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed.
Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries.
Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly.
Ensures work tasks and activities are completed in compliance with company policies and industry regulations.
Prints and mails documents, statement, and other notices.
Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc.
Responds to voicemails.
Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc.
Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer.
Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department.
Education & Qualifications
A high school diploma or equivalent.
A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred.
Intermittent rotating weekend hours required.
Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology.
Regular and predictable attendance is required.
Benefits
Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement.
In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
EEO Statement
Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Sponsorship Statement
As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
Auto-ApplyContact Center Agent
Harrisburg, PA jobs
Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
Contact Center Agent provides superior member service pertaining to Member Services, Digital Banking, or Card Services. This would include but not limited to handling general account inquiries, share and loan transactions, account history and maintenance, troubleshooting online banking and mobile services issues, lost or stolen cards, disputed card and ATM transactions and VISA credit card and debit card maintenance. Using knowledge of products and services, as well as excellent member service skills, the contact center agent will educate members on the responsible use of those services to broaden self-service relationships and to achieve greater profitability and competitive advantage.
Schedule: Monday - Friday, 10:00am -6:00pm with a rotating Saturday, 8:00am-4pm with a day off to be determined. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 20% or as needed.
Starting Rate: $18.00 per hour, dependent upon experience and qualifications.
In this position, you will
* Member Service Handling:
* Educating members on PSECU digital first model.
* Cross-serving products and services to enhance the member experience.
* Complete monetary and non-monetary maintenance and transactions on member accounts.
* Technical Skills and Tools:
* Utilizing online information resources and software tools.
* Following security protocols for member authentication.
* Conducting member transactions using appropriate systems.
* Performance Improvement and Training:
* Continual knowledge enhancement through feedback, coaching and training.
* Assisting in training new products and services.
* Back-Office Support:
* Performing various back-office functions as needed.
* Providing backup support for other skills within the contact center.
* Providing backup support for other skills within the contact center
* Cross-train in other specialty areas as needed.
Other duties as assigned.
Qualifications:
High School (Required)
Any equivalent combination of experience and education. | Required
Auto-ApplyFull-Time Call Center Representative - Member Advisor II - Northeast Philadelphia
Philadelphia, PA jobs
Job Description
American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays!
Responsibilities Include:
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.
Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.
Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.
Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services.
Act as a resource for the Member Advisors for questions and program support.
Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return.
Provide feedback to Member Advisor Supervisor for coaching purposes.
Answer escalated calls from Member Advisor I satisfy the member needs by offering alternative solutions, contact the appropriate department for assistance and follow up with the member in the agreed upon time frame.
Requirements Include:
Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience.
Must be flexible and available to work Contact Center hours of operation:
Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.
Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.
We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Full-Time Call Center Representative - Member Advisor II - Northeast Philadelphia
Philadelphia, PA jobs
American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays!
Responsibilities Include:
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.
Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.
Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.
Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services.
Act as a resource for the Member Advisors for questions and program support.
Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return.
Provide feedback to Member Advisor Supervisor for coaching purposes.
Answer escalated calls from Member Advisor I satisfy the member needs by offering alternative solutions, contact the appropriate department for assistance and follow up with the member in the agreed upon time frame.
Requirements Include:
Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience.
Must be flexible and available to work Contact Center hours of operation:
Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.
Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.
We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
CALL CENTER REPRESENTATIVE
Lexington, KY jobs
Op Center, Lexington, KY
WHITAKER BANK
DESCRIPTION
The position of a Call Center Representative is responsible for answering calls from customers answering questions or addressing concerns they may have related to their accounts. They may refer customers to appropriate staff for specific services. The position of a Call Center Representative also is required to be fully knowledgeable and skilled in the areas of customer service, checking and savings accounts, debit card transactions and online banking.
Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
ESSENTIAL DUTIES
Answer calls promptly as they come in, and answer calls in the queue.
2. Assists consumer and business customers in their questions about accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
3. Investigates and corrects errors; and resolves problems or other issues if the queue is not overloaded. Otherwise transfer the call to the correct personnel.
4. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
5. You are to conduct yourself professionally and as a bank representative while at work and in public.
6. Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities.
7. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
SECONDARY DUTIES
The position of a Call Center Representative performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of a Call Center Representative is not responsible for the supervision of any employee(s), however the incumbent required to assist in the cross-training of less experienced branch staff members.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a confined office-type setting in which he or she will be sitting most of the work day.
The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.
The incumbent for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, scanner and image systems, money counter, typewriter, computer terminal, laptop computer, personal computer and related printers, or other equipment as directed.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.
MINIMUM REQUIREMENTS
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
High school diploma or general education degree (GED); or 1 year of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers.
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.
Intermediate typing skills to meet production needs of the position.
Basic knowledge of general office practices.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to work with general supervision while performing duties.
Current Kentucky driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
Management reserves the right to change this position description at any time according to business needs.
Auto-ApplyAccount Services Support Representative (Part Time)
Baltimore, MD jobs
* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services. MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live.
WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition.
Work Schedule:
* Mon, Tues, Wed, & Fri: 8:30 am - 2:00pm
* Thurs: 8:00am - 2:00pm
* One day remote (weekly)
Position Summary
Under general supervision, projects a professional company image through mail correspondence and website email responses. Provides administrative support to Call Center staff. Manage data in spreadsheets and reports. Enter Centrix disputes and mail 30 day letters when appropriate. Assist with maintaining and updating the department procedure manual. Establish secondary account relationships and process CD maturity instructions. Works closely with Call Center staff to assist in enhancing the members experience and meeting service expectations. Must demonstrate excellent verbal and written communication skills.
Work Location
This position is located at Corporate Headquarters in Downtown Baltimore. Incumbent will be required to report in office for this role. Upon completion of 90 days incumbent may work hybrid schedule.
Education
* High School Diploma Required
* General Education Degree (GED) in lieu of H.S. Diploma
Experience
* One (1) Year Administrative, Required
* One (1) Year Financial Services, Preferred
Qualifications / Essential Functions
* Ability to multi-task and operate in a fast-paced environment
* Demonstrated administrative skills and ability to work with details
* Must display proven PC skills
* Must demonstrate excellent verbal and written communication skills
* Must be results oriented and well organized
Compensation
Salary Range per hour, depending on experience and qualifications
* $15.00 - $19.62
Benefits at MECU Credit Union
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to:
* Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.
* 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement.
* Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind.
* Tuition Assistance: Continue your education and professional development with our tuition assistance program.
* Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP.
* Parking Discounts: Enjoy discounted parking to make commuting easier.
* Long-Term Care Insurance: Prepare for the future with long-term care coverage options.
* Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance.
Join MECU and enjoy benefits that truly support you and your family.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
MECU conducts credit, bond and background checks.
Account Service Representative (Call Center) - Outbound Part-Time
Baltimore, MD jobs
* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* IS NOT REMOTE* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services.
MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live.
WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition.
Schedule:
Mon, Wed & Fri 9:30am-2:30pm
Tue & Thurs 1pm-5pm
Sat 10am-1pm
RESPONSIBILITIES:
Under general supervision projecting a professional company image through telephone interactions with members. Performs outbound calling efforts and provides quality service to existing members by phone. The quality service provided will be accurate, efficient, and professional to consistently "delight" the member. Ability to survey and educate members. In addition to cross-selling available products based on the needs of the member, be able to investigate and resolve concerns pertaining to account status, products and services. Must demonstrate excellent phone and communication skills.
QUALIFICATIONS:
* Minimum H.S. diploma, 18 months call center experience strongly preferred and 1-yr customer service experience required
* Exceptional customer service and interpersonal phone etiquette skills
* Strong computer application skills
* Strong oral/written communication skills
* Must be results oriented
* Quick learner and motivated to be a consistent performer
* Attendance and punctuality are a must
COMPENSATION
Salary Range per hour, depending on experience and qualifications
* Account Services Representative Outbound (Part-Time) - $16.00 - $19.61
BENEFITS AT MECU CREDIT UNION
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to:
* Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.
* 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement.
* Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind.
* Tuition Assistance: Continue your education and professional development with our tuition assistance program.
* Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP.
* Parking Discounts: Enjoy discounted parking to make commuting easier.
* Long-Term Care Insurance: Prepare for the future with long-term care coverage options.
* Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance.
Join MECU and enjoy benefits that truly support you and your family.
PHYSICAL DEMANDS
While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
MECU conducts credit, bond and background checks and is an Equal Opportunity Employer.
Account Service Representative I/II (Call Center) - Inbound (162ASR1/162ASR2)
Baltimore, MD jobs
DEPARTMENT SHIFT Monday - Friday: 3rd shift 10:10am -7pm Rotating Saturdays (mandatory): 9:00 AM - 1:00 PM MECU CREDIT UNION MECU is a not-for-profit financial institution committed to helping its members and community by offering high quality financial products and services. With more than $1.2 billion in assets and located in historic downtown Baltimore, MD, this not-for-profit financial institution proudly serves more than 100,000 members.
MECU is currently searching for our newest team member to join our Call Center as an Account Services Representative (ASR) I.
This is a full-time position located in downtown Baltimore, MECU Credit Union subsidizes a portion of parking or MTA. Must successfully complete an electronic assessment.
POSITION SUMMARY
Account Services Representative I
Under general supervision, projects a professional company image through telephone interactions with members. Answer incoming calls from members to provide information in response to inquiries about products and services and to handle and answer questions over the telephone. This individual must have excellent phone and communication skills.
Account Services Representative II
With moderate supervision projects a professional company image through telephone interactions with members. Answers incoming calls from members to provide information in response to inquiries about products and services. Investigates and resolves complaints and problems pertaining to account status and MECU products and services. Effectively cross sells MECU products and services. Must demonstrate excellent phone and communication skills.
POSITION-SPECIFIC COMPETENCIES
Member (Coworker) Service
Develops positive relationships by listening carefully and respectfully. Makes and fulfills commitments to resolve member/coworkers issues. Demonstrates sensitivity to the member's/coworker's sense of urgency. Follows up to ensure that members/coworkers are satisfied with both the process and the outcome.
Routine Account-Related Inquires
Determines members specific account needs in the course of member contact. Works with branches and departments within the Credit Union to resolve member concerns. Answers member inquiries regarding various credit union services and products. Confers with management regarding account and service problems outside standard operating guidelines to obtain a decision on how best to handle specific situations.
Member Issue Resolution
Research and resolve member problems, acting as the member liaison between other departments when necessary.
Products/Service Knowledge
Possesses current knowledge of all key products and services. Understands the benefits and constraints associated with these products and services. Utilizes knowledge to meet member needs and gain a competitive advantage.
Cross-Sell Products
Cross-sell products and services based on member needs, in accordance with the Credit Union's program standards.
Based on business needs and as determined appropriate by your supervisor or management, the duties described above may change from time to time.
EDUCATION
* High School Diploma (general studies) Required
* General Education Degree (GED) In Lieu of H.S. Diploma
EXPERIENCE
* ASR I Twelve (12) months Call Center Required
* ASR I One (1) year Member/Customer Service Required
* ASR II Eighteen (18) months Call Center Required
* ASR II One (1) year Member/Customer Service Required
QUALIFICATIONS
* Strong computer application skills.
* Strong oral/written communication skills.
* Must be results oriented.
* Quick learner and motivated to be a consistent performer.
* Attendance and punctuality are a must.
COMPENSATION
Salary Range per hour, depending on experience and qualifications
* Account Services Representative I - $20.00- $21.59
* Account Services Representative II - $21.00- $24.13
BENEFITS at MECU CREDIT UNION
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to:
* Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.
* 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement.
* Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind.
* Tuition Assistance: Continue your education and professional development with our tuition assistance program.
* Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP.
* Parking Discounts: Enjoy discounted parking to make commuting easier.
* Long-Term Care Insurance: Prepare for the future with long-term care coverage options.
* Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance.
Join MECU and enjoy benefits that truly support you and your family.
PHYSICAL DEMANDS
While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
MECU conducts credit, bond and background checks and is an Equal Opportunity Employer.
Call Center - Virtual Member Experience Advisor - Financial Account Specialist
Philadelphia, PA jobs
American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia!
These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience.
RESPONSIBILITIES INCLUDE:
Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services.
Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.
Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc.
Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals.
Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary.
Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.).
Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement.
Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc.
Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly.
QUALIFICATIONS:
Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution.
Associate's Degree in Business Administration or a related field or the equivalent experience required.
Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.)
FICEP certification (to be completed after hire date).
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Account Services Representative I
Philadelphia, PA jobs
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.
RESPONSIBILITIES:
* Conduct quality control audits for all new membership applications and\/or updates for errors and notify applicable parties accordingly of items that require correction.
* Assist with cross-training Account Services staff and branch staff during departmental training.
* Process all Business Development membership application requests.
* Process all Fulfillment requests received through fax or email.
* Virtually assist members\/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
* Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
* Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
* Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
* Review and enter account owners CIP (Customer Identification Program) data into Verafin.
* Prepare, scan, and process negotiable items received through Image Center.
* Answer phone calls, emails and HelpDesk tickets from employees and\/or members.
REQUIREMENTS:
* At least one to two years of experience in a credit union or other financial institution.
* Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
* Must be available to work rotating evening and Saturday hours.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
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Account Services Representative I
Philadelphia, PA jobs
Job Description
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.
RESPONSIBILITIES:
Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction.
Assist with cross-training Account Services staff and branch staff during departmental training.
Process all Business Development membership application requests.
Process all Fulfillment requests received through fax or email.
Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
Review and enter account owners CIP (Customer Identification Program) data into Verafin.
Prepare, scan, and process negotiable items received through Image Center.
Answer phone calls, emails and HelpDesk tickets from employees and/or members.
REQUIREMENTS:
At least one to two years of experience in a credit union or other financial institution.
Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
Must be available to work rotating evening and Saturday hours.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Account Services Representative III
Philadelphia, PA jobs
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience.
RESPONSIBILITIES INCLUDE:
Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc.
Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc.
Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals.
Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc.
Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.).
Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement.
Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc.
Prepare/assist with report compilations.
Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc.
Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit.
Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received.
Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met.
Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval.
DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members.
Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service.
Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
Complete all date of death figures for inheritance tax filing.
Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively.
QUALIFICATIONS:
Three to five years of similar or related experience.
Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services.
Knowledge of interviewing skills and conversational techniques required.
Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines.
Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Customer Contact Specialist
Titusville, PA jobs
We are looking to hire an enthusiastic Customer Contact Specialist to recover payments due on accounts delinquent 1-90 days, as well as ensuring the customers have a positive experience with inbound inquiries. The Customer Contact Specialist will review accounts for recent activity and changes, ask probing questions to establish the customer's ability to pay the debt, and take steps to resolve the matter. The Customer Contact Specialist will need to apply their communications skills to multitask by typing notes simultaneously while speaking to customers. To ensure success, the Customer Contact Specialist will need to be up to date with laws, regulations, policies, and procedures related to debt collection in the Mortgage industry. Required position training and certifications are provided to the employee. Must be able to work Monday through Friday 12pm-9pm EST
WHAT YOU WILL DO:
* Customer Communication -Making outbound collections calls in a professional manner while maintaining and improving customer relations.
* Customer Communication -Handling inbound customer service calls in a professional manner while maintaining and improving customer relations.
* Discuss account details, answer customer inquiries, verify contact information while providing excellent customer service (account balance, escrow changes, etc.)
* Collecting payments- efficiently provide all payment options to customers- (Pay by Phone, Web payments, ACH, etc.)
* Identify financial hardships attributing to account delinquency and take proper action to aid the borrower.
* Negotiate payment plans as needed.
* Provide prompt follow-up on payment arrangements.
* E-Mail correspondence to encourage payment of delinquent accounts.
* Make monthly outbound skip trace calls.
* Maintain record of contacts and attempted contacts as well as details of conversations and arrangements in the required systems.
* Achieve daily goals and availability.
* Responsible for meeting legal requirements and following internal policies.
* Respond to E-Mails in a sensible professional manner.
* Adhere to federal and state debt collection laws and regulations.
WHAT WERE LOOKING FOR:
* Customer/Client Focus- must have excellent Active Listening skills
* Problem Solving/Critical thinking skills
* Time Management-Capability to multitask in fast paced environment
* Clear and Concise professional communication- Written and Verbal
* Effectively handling irate customers
* Outstanding phone etiquette
* Teamwork Orientation- but with ability to work successfully on own initiative.
* Proficient Computer skills
* Strong typing skills
* Strong organizational skills
* Negotiating skills
* Patience and stress management
* Adaptable to change
* Strong Work Ethic
* Familiar with the Fair Debt Collection Practices Act (FDCPA) and other laws governing debt collection practices.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, scanner, printer, and photocopiers. Ability to sit for extended periods of time is essential.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday 12pm-9pm EST, in addition to one Saturday per month 8:00 am- 12:00 pm. Overtime may be required for business needs.
Education and Experience
* High school diploma or equivalent required
* Knowledge of Microsoft Office and Google applications required
* Customer service experience, preferred
* Prior experience in debt collection preferred
* Mortgage banking experience, preferred
* Telecommunication experience, preferred
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing 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.
Whats in it for you?
* Competitive compensation and full benefits package include medical, dental, and vision.
* 100% company-paid life insurance and disability coverage!
* 401K with company matching!
* 17 days PTO (increases with tenure) and 9 company paid holidays!
* Professional but fun, casual work environment and great team culture!
About BSI Financial
Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.
BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Customer Contact Specialist
Titusville, PA jobs
We are looking to hire an enthusiastic Customer Contact Specialist to recover payments due on accounts delinquent 1-90 days, as well as ensuring the customers have a positive experience with inbound inquiries. The Customer Contact Specialist will review accounts for recent activity and changes, ask probing questions to establish the customer's ability to pay the debt, and take steps to resolve the matter. The Customer Contact Specialist will need to apply their communications skills to multitask by typing notes simultaneously while speaking to customers. To ensure success, the Customer Contact Specialist will need to be up to date with laws, regulations, policies, and procedures related to debt collection in the Mortgage industry. Required position training and certifications are provided to the employee. Must be able to work Monday through Friday 12pm-9pm EST
WHAT YOU WILL DO:
Customer Communication -Making outbound collections calls in a professional manner while maintaining and improving customer relations.
Customer Communication -Handling inbound customer service calls in a professional manner while maintaining and improving customer relations.
Discuss account details, answer customer inquiries, verify contact information while providing excellent customer service (account balance, escrow changes, etc.)
Collecting payments- efficiently provide all payment options to customers- (Pay by Phone, Web payments, ACH, etc.)
Identify financial hardships attributing to account delinquency and take proper action to aid the borrower.
Negotiate payment plans as needed.
Provide prompt follow-up on payment arrangements.
E-Mail correspondence to encourage payment of delinquent accounts.
Make monthly outbound skip trace calls.
Maintain record of contacts and attempted contacts as well as details of conversations and arrangements in the required systems.
Achieve daily goals and availability.
Responsible for meeting legal requirements and following internal policies.
Respond to E-Mails in a sensible professional manner.
Adhere to federal and state debt collection laws and regulations.
WHAT WE'RE LOOKING FOR:
Customer/Client Focus- must have excellent Active Listening skills
Problem Solving/Critical thinking skills
Time Management-Capability to multitask in fast paced environment
Clear and Concise professional communication- Written and Verbal
Effectively handling irate customers
Outstanding phone etiquette
Teamwork Orientation- but with ability to work successfully on own initiative.
Proficient Computer skills
Strong typing skills
Strong organizational skills
Negotiating skills
Patience and stress management
Adaptable to change
Strong Work Ethic
Familiar with the Fair Debt Collection Practices Act (FDCPA) and other laws governing debt collection practices.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, scanner, printer, and photocopiers. Ability to sit for extended periods of time is essential.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday 12pm-9pm EST, in addition to one Saturday per month 8:00 am- 12:00 pm. Overtime may be required for business needs.
Education and Experience
High school diploma or equivalent required
Knowledge of Microsoft Office and Google applications required
Customer service experience, preferred
Prior experience in debt collection preferred
Mortgage banking experience, preferred
Telecommunication experience, preferred
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing 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.
What's in it for you?
Competitive compensation and full benefits package include medical, dental, and vision.
100% company-paid life insurance and disability coverage!
401K with company matching!
17 days PTO (increases with tenure) and 9 company paid holidays!
Professional but fun, casual work environment and great team culture!
About BSI Financial
Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.
BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.