Mac Representative
Core
Handle member inquiries and transactions via phone, email, chat, and digital platforms while processing routine requests and identifying sales opportunities.
Role type
Member Assistance Center Representative
Builds
Member service experience and transaction processing for a credit union
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Verbal and written communication, multitasking, attention to detail, computer proficiency (word processing, spreadsheets, databases), customer service, confidentiality, adaptability
Preferred skills
Knowledge of deposit products and regulations, experience in a communication center or financial institution, ability to appear on camera
Technologies
Internal communication platforms, digital messaging platforms, internal systems, self-service tools
Responsibilities
Answer basic questions about products and services, complete routine transactions, verify member identity, escalate complex issues, follow established procedures, maintain confidentiality, identify sales opportunities, process document handling and internal requests
Seniority
Entry-level, individual contributor