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Call Center Representative (Solutions Specialist) *Full-Time And Part-Time Opportunities*
Company | Broadview Federal Credit Union |
Address | Albany, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-08 |
Posted at | 1 year ago |
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
- Achieve departmental and individual minimum performance standards. including but not limited to, Phone.
- Adhere to the Success Metrics and Core Values and exemplify them while interacting with both internal and external members.
- Solicits loan applications taking advantage of all cross-sale opportunities, Including CUNA insurance.
- Working knowledge of all systems needed to perform any task needed for member service purposes.
- Working knowledge of all CU products and services.
- Consistently handling multiple tasks simultaneously.
- Promote Credit Union products and services in accordance with Performance Excellence Sales and Service Standards.
- Basic transaction responsibilities include but are not limited to, performing financial transactions including telephone requests for withdrawals, transfers, lines of credit, credit card payments. Performing related account functions such as balance inquiries, account Histories, file maintenance.
- Productivity, Payment Protection, GAP Insurance and needs based referrals.
- Ability to discuss and present product opportunities to members.
- Strong proficiency with PC’s, smartphone technology, Windows environment, and Microsoft Office Suite.
- Excellent verbal and listening skills; strong grammar and writing skills to be able to respond to member e-mails and web chat efficiently and professionally.
- Strong technical aptitude with the ability to support online banking products including PC and mobile applications.
- Flexibility and a willingness to support the team.
- Strong decision-making skills and the ability to work well under pressure in a fast-paced environment. Excellent interpersonal skills as well as ability to maintain confidentiality.
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