Customer Service Representative

• Deliver outstanding customer service, both personally and over the phone
• Manage and respond to customers' email correspondence effectively
• Conduct customer banking transactions, including deposits and withdrawals
• Support customers in opening new accounts and initiating loans
• Keep and update customer records accurately in the system
• Use Microsoft Excel and Microsoft Word for data entry and other related tasks
• Answer and resolve customer inquiries promptly
• Arrange appointments for customers as needed
• Handle both inbound and outbound calls as part of customer service
• Comply with all regulations and guidelines related to banking services and operations

• At least 2 years of experience in a Customer Service Representative role or similar
• Demonstrated experience in answering inbound calls, handling both inbound and outbound calls
• Strong customer service skills and ability to handle customer queries effectively
• Proficiency in data entry and order entry tasks
• Experience in email correspondence and ability to write clear, concise and detail oriented emails
• Proficiency in Microsoft Word and Microsoft Excel
• Ability to schedule appointments efficiently
• Familiarity with banking operations, banking services, and banking transactions
• Previous experience in the Credit Union industry or similar financial institutions would be beneficial
• Ability to multitask, prioritize, and manage time effectively

Previous experience in the Credit Union industry or similar financial institutions

• medical, vision, dental, and life and disability insurance
• eligibility to enroll in company 401(k) plan