Cadre
Are you a Direct Hire – Customer Service / E-Services Representative who has strong math skills? Are you a Direct Hire – Customer Service / E-Services Representative who enjoys building relationships with customers?
Our client is a full service credit union.
WHAT YOU WILL BE DOING:
As a Customer Service / E-Services Representative, you will be assisting e-member customers who would rather utilize electronic channels, such as online banking, video and phone appointments.
- Assist members with consumer lending by phone, video or online applications
- Assist members with new accounts by phone, video meetings or online applications including opening new accounts, answering member questions, and selling/servicing the services offered
- Handle onboard and / or follow up needed on applications started
- Educate members about electronic options and other products they have to offer along with promoting applicable products and services to new and existing members
- Present necessary information suited to members’ needs including consumer loans, debt protection, share drafts, share certificates, credit cards, home banking, debit cards and direct deposit
- Correspond with the membership on eligibility requirements for accounts and loans
- Discuss special promotions and make member referrals to the mortgage lenders and financial solutions representatives, including arranging member appointments
- Perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys and outbound member’s surveys
- Maintain working knowledge of the online banking system
- Concentrate on building financial relationships with members
- Maintain an effective working knowledge, including the technical aspects, of the credit union’s products and services
- Responsible for the accuracy, follow up, and maintenance of all types of accounts on the computer system
- Interpret key documents and makes decisions based on our policies and member data
WHAT YOU NEED:
- 3-6+ months of banking or financial industry experience
- Computer and tech savvy
- MSWD and Excel skills
- Self-motivated with the ability to react to change, feedback and critique quickly and positively
- Comfortable working in an environment where ideas are shared
- Friendly, personable and easygoing
- Outstanding customer service and relationship building skills
- Good math skills
- Ability to handle highly confidential information
- Comfortable suggesting products and services that work best for the customer
- Strong organizational skills and high attention to detail
- Team player and strong work ethic
- Valid driver’s license and proof of insurance
WHAT YOU GET:
- Mission statement states they like to have fun
- Slogan is people helping people
- Great work/life balance
- Company likes to give back to the community
- Health insurance
- Dental insurance
- Life insurance
- Disability insurance
- Paid holidays
- Paid vacation
- Sick time
- 401(k)
GENERAL INFORMATION:
Hours: Monday – Friday 8:00am – 5:00pm
Length: Direct Hire
Pay for the Customer Service / E-Services Representative position: Based on experience, contact us for details
Location: De Pere,WI
Job ID: 140543
Job descriptions may not include every responsibility or qualification of the position.
Cadre is an Equal Opportunity Employer.