Customer Service Representative

This role will require you to process payments, manage member accounts, and handle various member inquiries while maintaining our high standards of service.

Responsibilities:

• Engage in meaningful conversations to identify and address member needs accurately.
• Manage and enhance member relationships through providing excellent service.
• Accurately process share deposit payments, loan payments, and account transfers.
• Handle cash and check withdrawals for members.
• Ensure all member transactions are completed accurately and within the prescribed limits and guidelines.
• Open new membership accounts and ensure they are accurate and compliant.
• Address member inquiries about our services and accounts, providing clear and concise information.
• Conduct necessary account maintenance as authorized.
• Promote our products and services to members, ensuring they are aware of all available options.
• Maintain knowledge of our consumer and mortgage loans to effectively refer members to the respective departments.
• Observe all security/internal controls, actively protecting our organization by identifying potentially fraudulent or forged documentation and activity.
• Respond to electronic requests submitted by members in a professional, prompt, efficient, and accurate manner.
• Perform other duties and projects as assigned. • Proven experience in a customer service role, ideally within a non-profit organization
• Proficiency in handling inbound and outbound calls in a call center environment
• Exceptional customer service skills with a focus on delivering high-quality support
• Familiarity with data entry tasks and high attention to detail
• Ability to handle email correspondence professionally and efficiently
• Proficiency in Microsoft Excel and Microsoft Word
• Experience in order entry and processing
• Ability to schedule appointments effectively, managing and prioritizing multiple bookings
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Problem-solving skills and ability to handle complaints effectively
• High school diploma or equivalent education level.