Overview
Under general supervision, and in accordance with established policies and procedures, provides a high quality of member service in receiving and directing calls, answering questions, transferring funds, sending and receiving loan applications. Performs related clerical duties. Responsibilities
Represents the credit union in a courteous and professional manner. Furnishes prompt, efficient, and accurate service. Follows the expectations set in the Member Service Values. Consistently looks for ways to help members identify their financial service needs and maintains extensive knowledge of all credit union services in order to facilitate cross selling. Receives incoming calls and directs them to the appropriate personnel. Receives telephone calls related to loans and member services. Answers questions and research problems as requested. Assists members on the telephone, providing services such as answering questions, transferring money between accounts, providing balances, taking requests for commercial money orders and