Branch Service Representative jobs in Lexington, KY

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union team members are expected to live our Team 1 culture in all facets of their position. This includes our commitment to Diversity, Equity, Inclusion, Accessibility, and Belonging.

At Commonwealth Credit union, we are united in our Common Purpose to Better Lives through OUR PASSION to Serve.  This includes everyone, from our team members to the people in the communities we serve.  That’s the emphasis of our Team 1 Culture.  Together Everyone Achieves More.  We believe We Better Lives when we cultivate diversity, promote equity, foster inclusion, are intentional about accessibility, and provide an environment where everyone feels like they belong.  That’s an Extraordinary Experience.  That’s Bettering Lives.  That’s Team 1.

Our Branch Member Engagement Representatives are a vital part of our business efficiency and member satisfaction. They handle all inbound and outbound communication, providing a wide range of services and informed responses to our members and potential members.

Our Member Engagement Center (contact center) is based in Frankfort, but our Branch Member Engagement Representatives are assigned at strategic branches within the communities that we serve.

The duties of a Branch Member Engagement Representative include, but are not limited to:

Accuracy:

• Completing member requests efficiently and accurately.
• Following established guidelines to protect the security of our members.
• Maintaining an acceptable level of errors and findings.

Quality Assurance Standards:

• Maintaining acceptable quality assurance scores based on credit union standards for servicing incoming communications with members.
• Establishing relationships with internal and external members and striving to provide exceptional service.

Communication:

• Effectively communicating with internal and external members.
• Representing the Credit Union in a professional manner.
• Proficiently using software for communication tracking and member documentation and follow up.

Availability:

• Staying readily available for incoming communications, keeping departures minimal.

Scorecard:

• Meeting Credit Union standard for referring new memberships, checking accounts and loans.
• Displaying knowledge of products and services and offering recommendations to members to meet their financial needs.

Some Saturday hours are required.