Provide Superior Service regarding all Credit Union services to members verbally and in writing via telephone, e-mail and chat, in an accurate, timely, and professional manner.
Answers and resolves member inquiries or complaints regarding Credit Union products and services through calls, e-mails, and chats, escalating situations when required.
Cross-sells products and services, explains features and benefits and offers alternative products or services as appropriate.
Establishes and maintains positive member service relationships
Remains up to date and informed on all Credit Union operations, products and services.
Maintains quality and productivity levels, as established by department standards.
Works collaboratively with others in department to build and maintain a strong cohesive team and achieve department objectives
Interfaces with other departments as needed to assure that member needs are met and disputes are resolved in a timely manner.
Maintains confidentiality of information as well as controls and protects sensitive information and material.
Demonstrates knowledge and understanding of audit and compliance regulations related to operations.
Ensures full compliance with UNIFY Financial Credit Union Service Standards, policies, procedures and the Bank Secrecy Act.
Performs all other duties as assigned.
Requires high school diploma or equivalent.
Some college preferred.
Requires a minimum of one years of related experience with resolving complex customer inquiries and complaints, preferably in a financial institution.
Flexibility with work schedule is also required.
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package
Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
Vacation, Sick, Personal and Holiday Pay
401(K) Plan with employer match
Education reimbursement for approved programs
UNIFY banking privileges for you and your family
UNIFY is proud to be a drug-free, equal-opportunity employer. For more information on UNIFY, visit us at www.unifyfcu.com
Unify Financial Credit Union