Contact Center Account Consultant I

Job description

Job Description: PRIMARY FUNCTION: The Contact Center Account Consultant I’s primary function is to answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services and consistently giving quality service to members and all co-workers throughout the credit union. JOB DUTIES AND RESPONSIBILITIES: Perform all of the following functions in a call center environment on the phone: EXPECTATIONS: - Inform, Educate, and Advise members, regardless of the individual circumstances. - Perform transfers, withdrawals, loan payments by transfer and advances from lines of credit by transfer or check. Takes check orders over the phone and processes Credit Card Payments. - Assist members with the transfer program, payroll deductions, direct deposit, stop payments, SuperCheck and credit card inquiries. - Promote the credit union by cross-selling products and services focusing on department goals and member needs. - Handle member inquiries and solves problems. - Other duties may be required and assigned by the supervisor. - Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies. - Compl...