Contact Center Associate

Fort Bragg Federal Credit Union
Liberty, NC Full Time
POSTED ON 4/3/2024

Highly competitive compensation package offered

Stay Bonus offered for select positions.

ONSITE POSITION
Purpose:
Working within the Contact Center, provides internal and external member service to all levels of present and potential members in regard to deposit, investments products and services along with other account services offered by the Credit Union. Matches product solutions to member needs and makes recommendations as appropriate. Actively participates in successfully achieving Credit Union goals and assisting members with their transactions.

Primary Duties and Responsibilities:
  • Interviews and interacts with members and potential members via phone, e-mail and other electronic platforms as appropriate regarding all Credit Union services, member eligibility, benefits and responsibilities.
  • Uncovers member needs and provides solutions by offering Credit Union products and services on all deposit products and responds to questions and provides basic information and referrals for potential loan products or solutions.
  • Complies with Key Performance indicators, metrics and standards such as adherence to schedule, average handle time, average speed of answer, quality scores and others as determined by management.
  • Participate in meeting the goals and objectives set by the Board of Directors and Management as well as meeting departmental goals.
  • Troubleshoots and fields questions and/or problems that members may be having, provides instruction for on-line banking and other ancillary services in a timely and efficient manner.
  • Required to be completely familiar with and maintain detailed knowledge of the products and services offered by the Credit Union.
  • Assists members with updates to accounts (address changes, name changes) following proper security vetting procedures.
  • Must have a working knowledge of the overall Credit Union operations computer system and usage.
  • Assists members in the reconciliation of their accounts, issues stop payment notices, and other exception items. Monitors overdraft reports and determines if overdrawn accounts can be collected. Makes necessary transfers from accounts.
  • Responsible for following all Credit Union policies and procedures and maintaining proper security over member information and transactional activity.

Other Duties and Responsibilities:
  • Must be able to cross sell all CU products and services to our members in order to increase overall product penetration.
  • On an as needed basis may participate in offsite business functions as a representative of the Credit Union.
  • Balance, verify and review various accounts, reports and systems as assigned by management.
  • Routinely conduct outbound calls to members and non-members in an effort to acquire new business.
  • Performs other duties as assigned by management.
Minimum Qualifications:
  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Training:
  • High School Diploma.
  • On an annual basis is required to complete mandatory Bank Secrecy Act, OFAC and Red Flag Identity Theft training.
Prior Experience:
  • 1-3 years member service and/or Contact center experience.
Interpersonal Skills:
Courtesy, tact and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Special Skills and Abilities:
  • Must have the ability to communicate effectively with members through electronic means (email, internet chat, etc.) and by telephone and must project a positive, professional and cooperative approach when interacting with members.
  • Must have good verbal and written communication skills, listening skills, problem analysis and solving skills and participate and promote a team environment.
  • Must have basic knowledge regarding loan guidelines, procedures, and policies to effectively refer applicants to a Specialist and/or the Loan Center.
  • Must be willing to “reach out” and call members to solicit new accounts and loan business.
  • May be assigned to work at any branch location including One Stop/Personnel Services Center at Fort Bragg.
  • Ability to work with a variety of software applications.
  • Specifications may be waived at the discretion of Credit Union Management.
Physical Demands:
  • The need for physical stamina is low to moderate.
Working Conditions:
Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May need to work beyond normal working hours, pending organization needs.
Disclaimer:
The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications and working conditions required of employees assigned to this job. Fort Liberty Federal Credit Union believes the essential functions of the job are included in this description. Management has discretion to add or modify duties of the job and to designate other functions as essential at any time.

Salary.com Estimation for Contact Center Associate in Liberty, NC
$43,821 to $54,325
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