Customer Service Representative
hace 27 días
Knoxville
Job Description POSITION SUMMARY The purpose of this position is to identify and provide information regarding credit union products and services that will benefit members. This includes processing member's requested financial transactions over the phone via digital channels and using video technology via Personal Teller Machines (PTM) in an omni-channel fashion. Provides prompt, professional, and courteous service to internal departments, retail branches, and members. ESSENTIAL FUNCTIONS • Correctly process all types of member financial transactions via PTMs including deposits, withdrawals, loan payments, transfers, and check cashing. Accurately receive, inspect, and verify cash and negotiable instruments in accordance with established policies and procedures., • Accurately assist members and potential members via phone, email, and/or chat including questions about products and services, basic account functions, debit card usage, online banking, mobile banking, and bill pay., • Ensure transactional and informational accuracy., • Perform basic credit card/debit card maintenance including activation and status updates, within channel limitations., • Process member transactions received via mail., • Image documents to Synergy., • First call resolution by taking ownership of member issues and problems by either resolving them personally or facilitating a resolution through the appropriate employee or department., • Exceed or maintain an acceptable score on the Quality Assurance Scorecard. Achieve Key Performance Indicator goals., • Regular and predictable attendance., • Perform additional job-related duties as assigned. EDUCATION/ EXPERIENCE • One year to two years of similar or related experience., • A high school education or GED., • Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, fractions and decimals. Ability to compute rate, ratio, and percentages., • Ability to apply reasonable understanding to carry out instructions furnished in written, oral, or diagram form. Ability to perform duties using multiple system simultaneously., • Maintains a positive attitude with employees and members and remains flexible while focused on accepted practices, policy, productivity, and effectiveness. Founded in 2003, StaffSource now has a 20+ year company history with business units operating within Information Technology, Accounting and Finance, Sales, Executive Search and more. Still headquartered in Knoxville, TN and lead by our founder John Sharpe, we are now serving clients and candidates all across the United States. We conduct national, regional, and localized talent searches based on the specific needs of each client and the unique goals of top talent everywhere.StaffSource is committed to creating long-term partnerships where we can truly affect both clients’ and candidates’ lives for the better. Our success is rooted in matching talented professionals with environments that suit their goals, personalities, lifestyles, and skills. A perfect placement allows candidates to thrive in their new role and hiring managers to fill their openings with top talent that aligns with both the needs of their team and the company’s culture.\r\n\r\n Founded in 2003, StaffSource now has a 20+ year company history with business units operating within Information Technology, Accounting and Finance, Sales, Executive Search and more. Still headquartered in Knoxville, TN and lead by our founder John Sharpe, we are now serving clients and candidates all across the United States. We conduct national, regional, and localized talent searches based on the specific needs of each client and the unique goals of top talent everywhere.