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WorkSource Oregon Member Service Advocate (Phone Teller) - Call Center in Oak Grove, Oregon

Position Summary: The Member Service Advocate is a dynamic position that provides a world-class service experience for our members. The skilled Member Service Advocate will provide a variety of member-focused solutions and transactions (i.e. deposits, withdrawals, check cashing, loan payments, account transfers, fraud reports, account inquiries, account maintenance). This position is responsible for helping our members reach their financial goals by providing information on our exciting services, products, and promotions. This position level has the additional responsibility for opening new member accounts, and reports to the Call Center providing services through inbound or outbound calls, online chat, or email. Essential Functions Embraces the Embold Experience including our Mission and Vision Statements, Core Values and service standards. Process member requests ensuring accuracy and complete satisfaction. Responsible for keeping cash drawer limits within guidelines. Buy or sell cash, keeping within limits, and ensuring dual control at all times. Balance checks and cash totals during down times and at the close of each business day. Notify Manager any time out of balance. Adhere to the Cash Drawer/Balancing Standards. Verify transactions; examine documents for endorsement, negotiability, and potential red flags, to ensure compliance. Open new member accounts, explaining the features and benefits, to build long-term banking relationships. Process fraud paperwork requirements with the member and forward to the appropriate department. Follow procedures for all required Bank Secrecy Act (BSA) reporting. Using account resources, refer or cross-sell products and services that benefits the member. Meet or exceed sales and service goals, contributing to branch and member growth. Maintain a high level of knowledge of Credit Union internal controls, compliance, laws, regulations, guidelines, policies and procedures in the area of responsibility. Proficiency in using basic computer operating systems, word processing tools, email platforms, internet functionality, and Credit Union core systems. Maintain strict confidentiality regarding all non-public data and uphold the financial integrity of the Credit Union. Advise manager of any atypical situation that could pose a threat, risk or loss to the Credit Union Establish and maintain productive and effective working relationships with the Embold Team. Follow all process and procedures outlined in Embold CU Lobby Management Procedures. Perform other duties and responsibilities including departmental and individual goals and objectives as assigned. Experience: REQUIRED: Six months of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions. PREFERRED: Greater than six months of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions. Education: REQUIRED: A high school degree or GED. PREFERRED: A two-year college degree or completion of a specialized course of study.

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