Title: Contact Center Member Service Specialist
Hours: Full-time, 37.50 hours/week
Responsibilities include: delivering excellent member service via the telephone and email, establishing memberships, opening accounts, interviewing members for consumer and equity loans, disbursing loans, identifying members’ needs and providing services and products in their best interest. Referring members to the appropriate party for specialty financial services such as investment counseling, first mortgage applications, etc. Perform various Teller transactions, such as deposits, withdrawals, loan payments, and transfers. Educate members on financial topics, providing basic financial coaching services as needed.
Requirements: High School Diploma; 2 to 5 years of experience in a customer service or sales position with experience cross-selling products and services preferred; qualified candidates will demonstrate excellent customer service and problem solving skills. Strong computer skills, including MS Word and Excel, internet, instant message, email as well as the use of mobile devices and tablets is a requirement. Excellent written and verbal communication skills, including building relationships and demonstrating consistent follow through is required. Proficient keyboarding skills are required.
This position includes a fully comprehensive benefits package, including: health, dental, life, vision, flexible spending and disability insurance; paid vacation, sick, and personal time; tuition reimbursement; profit sharing and generous 401(k) plan with company match.
UMassFive is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
UMassFive is a smoke-free facility.
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