Member Service Agent
Core
Provide service to credit union members by processing financial transactions and educating them on products via phone, email, and chat.
Role type
Member Service Agent
Builds
Account services and product education for credit union members
Domain
Financial Services / Credit Union
Deliverable
client delivery (via careerplan.io/jobs/B9-005-67-37F-member-service-agent)
Required skills
Phone support, account opening, check processing, email/chat support, product education
Preferred skills
Spanish speaking, Microsoft Office Suite
Responsibilities
Take incoming calls to assist with account needs and transactions, open new accounts, process checks, respond to member inquiries via email and chat, provide credit union products and services
Seniority
Entry-level, customer-facing IC