Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
Location: 7677 Henneman Way, McKinney, Texas
$62k-109k yearly est. 60d+ ago
Customer Retention Representative (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some insurance and/or sales experience preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including a pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
$62k-109k yearly est. 50d ago
Customer Retention Representative (Remote)
Globe Life Family of Companies 4.6
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$62k-109k yearly est. 60d+ ago
Digital Member Solutions Representative
Eagle Community Credit Union 3.7
Irvine, CA jobs
Title: Digital Member Solutions Representative Salary Range - $24 - $25.50 an hour The Digital Member Solutions Representative delivers exceptional service to members through Eagle Community Credit Unions digital channelsincluding secure video, phone, chat, and email. This role supports members with new memberships, loan applications, digital banking assistance, and transactions, while consistently demonstrating Eagles ICARE values: Integrity, Collaboration, Accountability, Respect, and Excellence.
Essential Duties and Responsibilities (Other duties may be assigned.)
MemberService & Support
* Provide friendly, accurate, and efficient service through secure video and digital channels, upholding the ICARE values in every interaction.
* Open new memberships, checking/savings accounts, and certificates in compliance with policy and regulatory standards, demonstrating Integrity and Accountability.
* Verify identity, validate transactions, and ensure all documentation is accurate and complete, following all applicable laws and regulations.
* Assist members with account maintenance, balance inquiries, transfers, and digital banking support, treating every member with Respect.
* Demonstrate professionalism, empathy, and confidentiality in all interactions.
Loan Applications & Processing
* Interview members to determine credit needs and assist with loan applications for products such as personal, auto, credit card, or share-secured loans.
* Accurately input loan data, gather required documentation, and ensure applications meet underwriting standards, reflecting Excellence and Accountability.
* Communicate loan status updates to members and coordinate with the centralized lending team for review.
* Follow established procedures for funding, loan disclosures, signatures, and regulatory compliance.
Consultative Sales & Relationship Building
* Engage members to uncover financial needs and recommend products that best fit their goals, acting with Integrity and Respect.
* Promote and offer ECCUs full range of products, including loans, credit cards, and digital services.
* Meet or exceed individual service, referral, and quality goals, contributing to credit union growth and profitability.
Operational Accuracy & Compliance
* Complete transactions, forms, and reports with precision and consistency, upholding Accountability and Excellence.
* Adhere to Credit Union policies, security standards, and regulatory requirements.
* Protect member data and ensure all actions align with compliance standards.
Problem Resolution
* Investigate and resolve member concerns quickly and effectively, demonstrating Integrity and Respect.
* Exercises sound judgment to determine appropriate solutions or escalation.
* Takes ownership of each member interaction through to resolution.
Team Collaboration & Development
* Participate in team meetings, training, and digital service initiatives, fostering Collaboration and a growth mindset.
* Share knowledge with peers to improve overall team performance.
* Adapt to evolving systems, technologies, and member needs.
Qualifications:
Education and Experience:
* High school diploma or equivalent required.
* One to two years of experience in financial services, contact center, or digital member support preferred.
* Demonstrated success in service delivery, problem-solving, system navigation, and member satisfaction.
* Minimum 1 to 2 years of financial institution experience as a loan processor or similar position.
* Prior experience with a financial institution and/or indirect lending operations is desirable.
* Experience with automated loan systems preferred.
Language Skills:
* Strong verbal and written communication skills, including video professionalism.
* Bilingual (English/Spanish) preferred but not required.
Mathematical Ability:
* Basic math skills for calculating transactions, loan payments, and account reconciliations.
Technical Skills:
* Proficient in Microsoft Office (Word, Excel, Outlook).
* Comfortable working in multi-system environments (CRM, core processing, digital banking platforms).
* Experience with Symitar, Genesys Cloud, and Eltropy preferred but not required.
Work Environment:
* Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions, in accordance with the Americans with Disabilities Act (ADA) and Californias Fair Employment and Housing Act (FEHA).
* Primarily indoor office environment with moderate noise levels.
* Hybrid or remote work may be available based on performance and operational needs as approved by management.
* Weekend (Saturday) hours are required.
Physical Demands:
* Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
* Regularly required to sit, type, and communicate through video, phone, or chat systems.
* Occasionally required to stand, walk, or lift up to 10 pounds.
* Specific vision abilities include close focus for reading and digital screen use.
Equal Opportunity/Affirmative Action Employer
Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view
$24-25.5 hourly 10d ago
Digital Member Solutions Representative
Eagle Community Credit Union 3.7
California jobs
Title: Digital Member Solutions Representative
Salary Range - $24 - $25.50 an hour
The Digital Member Solutions Representative delivers exceptional service to members through Eagle Community Credit Union s digital channels including secure video, phone, chat, and email. This role supports members with new memberships, loan applications, digital banking assistance, and transactions, while consistently demonstrating Eagle s ICARE values: Integrity, Collaboration, Accountability, Respect, and Excellence.
Essential Duties and Responsibilities
(Other duties may be assigned.)
MemberService & Support
Provide friendly, accurate, and efficient service through secure video and digital channels, upholding the ICARE values in every interaction.
Open new memberships, checking/savings accounts, and certificates in compliance with policy and regulatory standards, demonstrating Integrity and Accountability.
Verify identity, validate transactions, and ensure all documentation is accurate and complete, following all applicable laws and regulations.
Assist members with account maintenance, balance inquiries, transfers, and digital banking support, treating every member with Respect.
Demonstrate professionalism, empathy, and confidentiality in all interactions.
Loan Applications & Processing
Interview members to determine credit needs and assist with loan applications for products such as personal, auto, credit card, or share-secured loans.
Accurately input loan data, gather required documentation, and ensure applications meet underwriting standards, reflecting Excellence and Accountability.
Communicate loan status updates to members and coordinate with the centralized lending team for review.
Follow established procedures for funding, loan disclosures, signatures, and regulatory compliance.
Consultative Sales & Relationship Building
Engage members to uncover financial needs and recommend products that best fit their goals, acting with Integrity and Respect.
Promote and offer ECCU s full range of products, including loans, credit cards, and digital services.
Meet or exceed individual service, referral, and quality goals, contributing to credit union growth and profitability.
Operational Accuracy & Compliance
Complete transactions, forms, and reports with precision and consistency, upholding Accountability and Excellence.
Adhere to Credit Union policies, security standards, and regulatory requirements.
Protect member data and ensure all actions align with compliance standards.
Problem Resolution
Investigate and resolve member concerns quickly and effectively, demonstrating Integrity and Respect.
Exercises sound judgment to determine appropriate solutions or escalation.
Takes ownership of each member interaction through to resolution.
Team Collaboration & Development
Participate in team meetings, training, and digital service initiatives, fostering Collaboration and a growth mindset.
Share knowledge with peers to improve overall team performance.
Adapt to evolving systems, technologies, and member needs.
Qualifications:
Education and Experience:
High school diploma or equivalent required.
One to two years of experience in financial services, contact center, or digital member support preferred.
Demonstrated success in service delivery, problem-solving, system navigation, and member satisfaction.
Minimum 1 to 2 years of financial institution experience as a loan processor or similar position.
Prior experience with a financial institution and/or indirect lending operations is desirable.
Experience with automated loan systems preferred.
Language Skills:
Strong verbal and written communication skills, including video professionalism.
Bilingual (English/Spanish) preferred but not required.
Mathematical Ability:
Basic math skills for calculating transactions, loan payments, and account reconciliations.
Technical Skills:
Proficient in Microsoft Office (Word, Excel, Outlook).
Comfortable working in multi-system environments (CRM, core processing, digital banking platforms).
Experience with Symitar, Genesys Cloud, and Eltropy preferred but not required.
Work Environment:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions, in accordance with the Americans with Disabilities Act (ADA) and California s Fair Employment and Housing Act (FEHA).
Primarily indoor office environment with moderate noise levels.
Hybrid or remote work may be available based on performance and operational needs as approved by management.
Weekend (Saturday) hours are required.
Physical Demands:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Regularly required to sit, type, and communicate through video, phone, or chat systems.
Occasionally required to stand, walk, or lift up to 10 pounds.
Specific vision abilities include close focus for reading and digital screen use.
Equal Opportunity/Affirmative Action Employer
Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view *******************************************
Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. Eagle is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact accommodation@eaglecu.org. This email is created exclusively to assist disabled job seekers who disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.
Benefits Offered:
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off (PTO)
Training Provided
Tuition Reimbursement
Volunteer Time Off
Supplemental Insurance
Employee Discounts
$24-25.5 hourly 2d ago
Member Service Representative - Bilingual
S3 Shared Services 3.8
Baltimore, MD jobs
MemberServiceRepresentative- Bilingual
The bilingual MemberServiceRepresentative will be part of our talented remote Contact Center team. The bilingual MemberServiceRepresentative is trained to answer phone calls within all queues and assist both English and Spanish speaking callers with questions and requests regarding membership, banking products, services, and rates while seeking to exceed member expectations with every interaction. The bilingual MemberServiceRepresentative will also assist Spanish speaking callers when escalating or transferring to other queues or departments as needed to ensure service issues are resolved. We pride ourselves on delivering world class service in a collaborative and supportive team environment. Our success is dependent upon employees who are self-motivated, dependable, adaptable, a team player, and member focused.
S3 STAR Values:
Service
Teamwork
Attitude
Results
Location: Remote
TOP JOB RESPONSIBILITIES:
Answers phone calls and utilizes knowledge of credit union products, data systems, and web-based applications to provide information, answer questions, and assist with requests and concerns for both English and Spanish speaking member and non-member callers.
Completes required member verification, reviews accounts, relay company and credit union policy/procedures, and communicates with management or other S3 teams/departments as needed to remedy memberservice issues in a remote environment.
Handles calls related to all career path queues including digital, cards, and loans and processes related transactions.
Facilitates and translates conversations between Spanish speaking callers and other queues or departments as needed.
Other responsibilities and opportunities:
Corresponds with other departments and management through email for additional requests or research.
Additional job-related projects and duties as assigned by management.
QUALIFICATIONS & SKILLS:
Bilingual in English/Spanish (conversational Spanish with knowledge of basic banking/financial terminology is preferred).
6 months of experience in customer service is preferred.
Excellent written and verbal communication.
Thrives in a fast-paced customer service environment.
Must be highly organized and detail oriented.
Ability to work independently and prioritize work effectively.
Ability to navigate and utilize multiple platforms/computer software simultaneously.
Experience in a remote work environment with dual monitors is a plus.
Works well in a structured and procedure driven position.
FLSA: Nonexempt
PERKS AND BENEFITS:
Group medical, dental, and vision coverage insurance
Generous Paid Time Off
Up to 11 Paid Holidays Per Year
401(k) With Employer Match and Discretionary Contribution
Employee Referral Program
Wellness Programs
Peer-to-Peer Recognition Program
Salary is $21.23/hour.
About S3:
We are excited to share that S3 was named a Top Workplace of 2022 and 2023 through the Baltimore Sun, 2023 Top Workplace in the USA as well as for leadership, and 2023 America s most loved workplaces by Newsweek. Our commitment to teamwork and a positive attitude enables us to deliver service that generates quality results for our partners. If you join our team, we ll invest in your learning and development through training programs designed to power your success.
S3 is a Credit Union Service Organization (CUSO) which is an organization, owned by credit unions. We serve credit unions by supporting their operations and delivering world class service. We support the credit union members with their loans, deposits and other financial needs to achieve their goals.
Equal Employment Opportunity
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.
ADA Statement & Requirements
S3 is committed to the full inclusion of all qualified individuals. In keeping with our commitment, S3 will take steps to ensure that people with disabilities are provided reasonable accommodations.
Work Environment
- This position operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, filling cabinets and fax machines.
Cognitive Requirements
-
Constantly: Compile, copy and compare information; Analyze and compute information. Problem solving and critical thinking; Exercise good judgement/reasoning and resourcefully solve routine problems; Organize and handle multiple tasks and prioritize; Handle confidential/sensitive information; Exhibit excellent customer service skills
Occasionally: Perform basic mathematical computations
Physical Requirements
-
Constantly: Sit- Remaining in a seated position for long periods of time; Use hands/fingers for repetitive keyboard & hand motion; Speak coherently
Emotional Effort
- Frequent short deadlines. Work environment hectic with continual periods of high stress.
Internal/External Interaction
- Steady and ongoing with occasional periods of low volume.
$21.2 hourly 60d+ ago
Digital Member Solutions Representative
Eagle Community Credit Union 3.7
Lake Forest, CA jobs
Job Description
Title: Digital Member Solutions Representative
Salary Range - $24 - $25.50 an hour
The Digital Member Solutions Representative delivers exceptional service to members through Eagle Community Credit Union's digital channels-including secure video, phone, chat, and email. This role supports members with new memberships, loan applications, digital banking assistance, and transactions, while consistently demonstrating Eagle's ICARE values: Integrity, Collaboration, Accountability, Respect, and Excellence.
Essential Duties and Responsibilities
(Other duties may be assigned.)
MemberService & Support
Provide friendly, accurate, and efficient service through secure video and digital channels, upholding the ICARE values in every interaction.
Open new memberships, checking/savings accounts, and certificates in compliance with policy and regulatory standards, demonstrating Integrity and Accountability.
Verify identity, validate transactions, and ensure all documentation is accurate and complete, following all applicable laws and regulations.
Assist members with account maintenance, balance inquiries, transfers, and digital banking support, treating every member with Respect.
Demonstrate professionalism, empathy, and confidentiality in all interactions.
Loan Applications & Processing
Interview members to determine credit needs and assist with loan applications for products such as personal, auto, credit card, or share-secured loans.
Accurately input loan data, gather required documentation, and ensure applications meet underwriting standards, reflecting Excellence and Accountability.
Communicate loan status updates to members and coordinate with the centralized lending team for review.
Follow established procedures for funding, loan disclosures, signatures, and regulatory compliance.
Consultative Sales & Relationship Building
Engage members to uncover financial needs and recommend products that best fit their goals, acting with Integrity and Respect.
Promote and offer ECCU's full range of products, including loans, credit cards, and digital services.
Meet or exceed individual service, referral, and quality goals, contributing to credit union growth and profitability.
Operational Accuracy & Compliance
Complete transactions, forms, and reports with precision and consistency, upholding Accountability and Excellence.
Adhere to Credit Union policies, security standards, and regulatory requirements.
Protect member data and ensure all actions align with compliance standards.
Problem Resolution
Investigate and resolve member concerns quickly and effectively, demonstrating Integrity and Respect.
Exercises sound judgment to determine appropriate solutions or escalation.
Takes ownership of each member interaction through to resolution.
Team Collaboration & Development
Participate in team meetings, training, and digital service initiatives, fostering Collaboration and a growth mindset.
Share knowledge with peers to improve overall team performance.
Adapt to evolving systems, technologies, and member needs.
Qualifications:
Education and Experience:
High school diploma or equivalent required.
One to two years of experience in financial services, contact center, or digital member support preferred.
Demonstrated success in service delivery, problem-solving, system navigation, and member satisfaction.
Minimum 1 to 2 years of financial institution experience as a loan processor or similar position.
Prior experience with a financial institution and/or indirect lending operations is desirable.
Experience with automated loan systems preferred.
Language Skills:
Strong verbal and written communication skills, including video professionalism.
Bilingual (English/Spanish) preferred but not required.
Mathematical Ability:
Basic math skills for calculating transactions, loan payments, and account reconciliations.
Technical Skills:
Proficient in Microsoft Office (Word, Excel, Outlook).
Comfortable working in multi-system environments (CRM, core processing, digital banking platforms).
Experience with Symitar, Genesys Cloud, and Eltropy preferred but not required.
Work Environment:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions, in accordance with the Americans with Disabilities Act (ADA) and California's Fair Employment and Housing Act (FEHA).
Primarily indoor office environment with moderate noise levels.
Hybrid or remote work may be available based on performance and operational needs as approved by management.
Weekend (Saturday) hours are required.
Physical Demands:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Regularly required to sit, type, and communicate through video, phone, or chat systems.
Occasionally required to stand, walk, or lift up to 10 pounds.
Specific vision abilities include close focus for reading and digital screen use.
Equal Opportunity/Affirmative Action Employer
Eagle Community Credit Union is committed to a workplace free from unlawful discrimination based on race, color, religion, sex, gender identity, age, national origin, citizenship, disability, sexual orientation, veteran status, genetic information, or any other classification protected by applicable federal, state or local law. This applies to all terms, conditions, and privileges of employment, including, without limitation, recruitment, hiring, assignment, training, promotion, compensation, evaluation, discipline, and discharge. For more information, please view *******************************************
Eagle Community Credit Union values the contributions of our diverse workforce, including those with disabilities. Eagle is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. Eagle is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. This Company prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact accommodation@eaglecu.org. This email is created exclusively to assist disabled job seekers who disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.
Benefits Offered:
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off (PTO)
Training Provided
Tuition Reimbursement
Volunteer Time Off
Supplemental Insurance
Employee Discounts
$24-25.5 hourly 4d ago
Member Service Representative I (Concierge - Personal Banker)
Kemba Financial Credit Union 3.8
Gahanna, OH jobs
Title: MemberServicesRepresentative I
Reports to: Branch Manager
Supervises: None
Status: Non-Exempt
Objective
The MemberServicesRepresentative I is a results-driven position responsible for performing a broad variety of Member focused sales, service-related activities, and overall lobby management while projecting the front-line member care philosophy by greeting, welcoming, offering options and directing members to the appropriate supporting staff. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing. Duties will also include processing business member transactions that include but are not limited to teller/cash transactions.
Duties and Responsibilities
Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
Recommends products and services that assists in meeting Member's financial needs
Resolves Member issues through listening, problem solving, and offering solutions
Meets or exceeds all sales, service and productivity goals established for this position
Answers and responds to Member inquiries and questions
Performs file maintenance and account changes as necessary
Assume teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler
Assist members both inside and outside and with ITM machines
Maintain audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities
Professionally service basic member activity, including, but not limited to:
Process changes of address and add additional names to accounts
Place check orders and order replacement ATM / debit cards
Set up direct deposit and process wire transfers and stop payments
Process printouts of statements and check copies as requested
Open deposit accounts.
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union s professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Required Qualifications
High school diploma or equivalent education or experience
Prior customer service experience
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Professional demeanor
Positive and outgoing attitude
Exceptional communication skill
Basic PC skills (Windows)
Assertive problem-solving skills
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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$24k-26k yearly est. 60d+ ago
Member Services Representative
Everence 3.7
Kidron, OH jobs
Professionally represent Everence Federal Credit Union to members and future members. Accurately and efficiently process member transactions and service requests, as well as open new memberships/accounts in a courteous, discreet, and professional manner. Promote credit union products and services by proactively engaging in conversation with individuals, organizations, and businesses, helping them achieve their banking needs. Serve as backup to other branch staff and support branch manager and staff with additional office responsibilities as assigned.
RESPONSIBILITIES AND DUTIES
Process member transactions such as deposits, withdrawals, check cashing, loan payments, transfers, cashier's checks, cash advances, stop payments, wire transfers, etc.
Process non-member transactions through the CO-OP Shared Branching network.
Adhere to policies and procedures, including but not limited to security, transaction verification, cash limits, cash handling, and check cashing guidelines. Adhere to the Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA), which includes the Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
Balance cash and daily transactions. Investigate and resolve out-of-balance conditions.
Scan checks received for deposit, payment, or cash.
Ensure individuals, organizations, and businesses meet eligibility requirements.
Open/close memberships/accounts and renegotiate Certificates of Deposit/IRAs.
Complete forms and enter information into the database to establish new memberships/products/services, order checks and perform maintenance and service requests.
Receive, direct, and handle telephone calls, facsimile, email, and mail-in requests.
Process night depository and mail-in transactions.
Present and explain credit union products and services to members and recommend the right products and services to assist them in meeting their everyday banking needs.
Cultivate member loyalty and deepen member relationships by engaging members. Educate members on options for managing financial transactions by leveraging technology, tools, and resources.
Serve as a resource for members by answering questions and researching requests. Apply product and procedural knowledge to identify, mitigate, and resolve member problems effectively.
Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, and teller interactions. Deliver a full Everence conversation with every client interaction to identify the appropriate Everence solutions.
Manage member traffic flow through the lobby and telephone.
Assist in branch opening and closing procedures.
Support balancing and auditing vault, other MSR cash, and negotiable instruments.
Quality check new memberships/accounts and service/maintenance requests.
Complete reports and records as needed.
Onboard new members with follow-up telephone calls, e-mail messages and/or mailings.
Contact members and prospects to update records, set appointments, and cross-sell.
Complete all required training and participate in electives to enhance skills.
Participate in meetings and other events as required.
Assist Branch Manager with follow-up work such as insurance, financials, and assembling loan folders.
QUALIFICATIONS
Education: Minimum high school diploma or equivalent
Experience:
Basic understanding of credit union operations
Cash handling or retail service experience is required and experience in financial services preferred
Skills and Abilities:
Ability to provide exceptional service
Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
Strong interpersonal, communication, and organizational skills
Accuracy and attention to detail with mathematical aptitude and analytical skills
Ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services
Ability to operate related computer applications and business equipment including PC, Internet, e-mail, Windows software, adding machine, telephone, facsimile, copy machine, money counting machine, and scanner. Experience with customer databases a plus
Adaptability to changing workflows to remain productive in fast-paced and slower times
Availability to work based on branch needs
Ability to lift boxes and heavy coins as well as stand on feet for extended periods of time
SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time (M-Th 8:30am - 5 pm / F 8 am- 6 pm)
$22k-27k yearly est. Auto-Apply 51d ago
Call Center Financial Services Representative
Scott Credit Union 3.8
Edwardsville, IL jobs
Financial ServiceRepresentative - Call Center Department; Home Office Branch
Banking • Full-Time • Call Center
Scott Credit Union is hiring a Financial ServiceRepresentative in Edwardsville, IL to help provide exceptional service and strengthen our connection with members. If you're passionate about helping others, skilled at problem-solving, and thrive in a fast paced, team-oriented environment - we'd be excited to welcome you to our award-winning team.
Schedule: Full-time | Monday-Saturday
Work Location Status: Fully on-site for the first 90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, the position may be eligible for hybrid or remote work.
*Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager.
About the Role
The Financial ServiceRepresentative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.
Why Join Scott Credit Union?
Scott Credit Union has been designated a
Top Workplace
by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.
Benefits include:
11 paid holidays and competitive PTO
401(k) with employer match
Medical, dental, vision, and life insurance
Short-Term Disability, including maternity leave
Tuition reimbursement program
“Dress for your day” policy
Career advancement opportunities
Supportive, team-oriented culture
What You'll Do
Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks.
Respond to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit. Make referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed.
Perform such other memberservice functions that might be needed from time to time and assist others to complete tasks and work assignments.
What You Bring
High school diploma or equivalent
Six months of call center experience OR Six months of financial institution experience
Personal computer experience to include Microsoft Windows applications
Is This You?
You're energized by creating meaningful connections and delivering strategic solutions
You stay focused under pressure and prioritize precision in your work
You take initiative, own your projects, and consistently aim for high-quality results
You're looking to build a long-term career where your skills can grow and evolve
Contact Center customer service sales telecommunications customer support servicerepresentative
$29k-36k yearly est. Auto-Apply 60d+ ago
Member Service Representative II (Personal Banker - Sales)
Kemba Financial Credit Union 3.8
Bellefontaine, OH jobs
Job Description
Title: MemberServicesRepresentative II
Reports to: Branch Manager
Supervises: None
Status: Non-Exempt
Objective
The MemberServicesRepresentative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.
Duties and Responsibilities
Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
Recommends products and services that assists in meeting Member's financial needs
Resolves Member issues through listening, problem solving, and offering solutions
Meets or exceeds all sales, service and productivity goals established for this position
Answers and responds to Member inquiries and questions
Performs file maintenance and account changes as necessary
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union's professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Required Qualifications
High school diploma or equivalent education or experience
One to two years of experience in a sales/customer service environment
Prior experience in a financial/banking institution preferred
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Professional demeanor
Effective communication skills
Basic PC skills (Windows)
Assertive problem-solving skills
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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$24k-26k yearly est. 14d ago
Member Service Representative II (Personal Banker - Sales)
Kemba Financial Credit Union 3.8
Ohio jobs
Title: MemberServicesRepresentative II
Reports to: Branch Manager
Supervises: None
Status: Non-Exempt
Objective
The MemberServicesRepresentative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.
Duties and Responsibilities
Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
Recommends products and services that assists in meeting Member's financial needs
Resolves Member issues through listening, problem solving, and offering solutions
Meets or exceeds all sales, service and productivity goals established for this position
Answers and responds to Member inquiries and questions
Performs file maintenance and account changes as necessary
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union s professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs
Must be able to relate to other people beyond giving and receiving instructions:
Can get along with coworkers or peers without exhibiting behavioral extremes
Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Respond appropriately to criticism from a supervisor
Required Qualifications
High school diploma or equivalent education or experience
One to two years of experience in a sales/customer service environment
Prior experience in a financial/banking institution preferred
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Professional demeanor
Effective communication skills
Basic PC skills (Windows)
Assertive problem-solving skills
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 the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
#RETKMB
$24k-26k yearly est. 15d ago
Member Service Representative (MSR) - Westerville
CME Federal Credit Union 3.3
Westerville, OH jobs
At CME, we believe in Banking That Has Your Back. As an employer who is ranked as one of the Best Employers in Ohio and is the recipient of several Top Work Places award, we have the backs of our Associates as well! Here are just some of the benefits our Associates receive:
4 weeks of paid time off each year
11 Paid holidays every year
401(k) match of up to 6%
Career advancement opportunities
A strong health and wellness program with health and financial rewards
Annual Mental Health Day
Annual bonus potential
Strong work/life balance
Pet bereavement leave
And so much more!
A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community - City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community! Everything we do has just one mission, to offer strong financial solutions!
CME Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements
We are currently looking for a full time MemberServiceRepresentative (MSR) to be a financial hero to our members! Our hero's mission is to . . .
Provide outstanding service
Build strong relationships with members and co-workers.
Assist members with new and existing memberships, deposit accounts, and account maintenance.
Uncover and suggest financial services to meet the member's needs.
Take initiative and find solutions.
Assist members on the teller line as needed and accurately perform member requests.
To complete this mission, our financial hero needs to be friendly, approachable, and empathetic with strong listening skills. Our hero also needs to be an internally motivated problem solver that is passionate about helping people. Being accurate, detail oriented, adaptable, and flexible is a must. At a minimum, our hero needs to have a high school diploma or equivalent along with at least 1 year consistent service, sales, and/or cash handling experience. Financial institution experience is preferred.
Do you have what it takes to be a financial hero?! If so, click the Apply button!
Salary Description $18.00 - $19.00
$24k-27k yearly est. 35d ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. Auto-Apply 9d ago
Customer Service Center Representative - Operations Center
Commercial Savings Bank 4.3
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$31k-34k yearly est. Auto-Apply 9d ago
Member Service Rep III - Loan Officer
Directions Credit Union 4.0
Maumee, OH jobs
What You Will Do:
Handle advanced IRA transactions, including required minimum distributions, excess contributions, and early withdrawals.
Manage daily branch functions, ensuring smooth operations in the absence of the Branch Manager and Assistant Branch Manager.
Provide guidance and assistance to MSR I, MSR II, ABM, and Branch Manager as needed.
Exceed member expectations through Consultative Sales and Service, serving as a role model for exceptional sales and service techniques.
Help members navigate complex problems and inquiries, utilizing your advanced product knowledge and problem-solving abilities.
What You Bring:
Advanced understanding of financial products, services, policies, and procedures.
Strong communication skills and the ability to anticipate and address member needs.
Exceptional supervisory abilities to lead and support branch staff effectively.
Experience with opening and closing deposit accounts, handling Consumer and Home Equity loans, and IRA transactions.
A commitment to maintaining confidentiality and security while building member relationships.
Why Directions Credit Union:
A supportive and collaborative team environment that values your contributions.
Opportunities for growth and career development with a reputable credit union.
Competitive compensation package and benefits.
Make a positive impact on members' financial lives.
Ready to Energize Your Career? Apply Today!
Join us in providing exceptional memberservice, leading branch operations, and building lasting relationships. Apply now and take the next step in your career journey with Directions Credit Union!
Directions Credit Union is an Equal Opportunity Employer: We encourage applications from all qualified individuals regardless of race, color, national origin, gender, sexual orientation, age, religion, disability, or any other characteristic protected under federal, state, or local law
$24k-27k yearly est. 29d ago
Financial Services Representative
Primerica 4.6
Remote
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. 60d+ ago
Learn more about Palmetto Citizens Federal Credit Union jobs