Job Information
ServU Federal Credit Union Contact Center Specialist in PAINTED POST, New York
Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers calls to appropriate departmentsESSENTIAL DUTIES AND RESPONSIBILITIES: * Answer phones. Transfers calls to specific staff or departments as requested by the member. * Process requests for check orders, change of address, stop payments, account maintenance, transfers, check and statement copies, or other account needs. * Handle member requests provided through secure messaging. * Complete digital banking password reset, unlock accounts, and assist with updating contact information. * Provide information to members on electronic deposits and withdrawals, including loan payment methods. * Answer member question on credit card payment and transaction history, declined transactions, balance transfers and other 1st level questions. * Review debit card alerts, unblock cards as needed and escalate disputes to Card Services. * Obtain working knowledge of all digital banking products and services; instruct members on how to complete tasks over the phone. * Take payments over the phone via cash advance, transfers and credit card payments from outside accounts. * Utilize various systems including but not limited to the core, back office systems for digital banking and card processors, and department specific core features. * Complete maintenance on digital banking accounts through daily reports. * Verify digital banking transfers and identify suspicious activity. * Assist other departments in outgoing calls as needed. * Perform clerical duties as assigned. * Become proficient in all credit union services and products. Explain, promote and cross sell them to members as appropriate. * Comply with all safety and security policies, practices and procedures. Report any unsafe or suspicious activities to your supervisor. * Community involvement is a requirement of this position as outlined in the ServU Employee Handbook. * Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign QUALIFICATIONS/REQUIREMENTS: * One three years of similar or related experience * Good computer skills * Ability to handle multiple tasks simultaneously * Excellent grammar and communication skills * Ability to sit for long periods of time * High level of confidentiality * Timeliness and regularity of attendance are essential to the job ServU Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.