Redwood Credit Union

Financial Services

MemberServiceCenterRepresentative(CLOSER3:00pm-8:00pm)

$0–0k Santa Rosa, California, United States PART TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Member Service Center Representative (CLOSER 3: 00pm-8: 00pm) at Redwood Credit Union. Skills: Member Service, Sales, Efficiency, Support. perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. Answer the telephone within established performance and service guidelines”

What You'll Achieve.

Attain individual and departmental goals and objectives as established in the MSC performance standards

Industry & Context.

Financial Services
Problems you'll solve

Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions

Eligibility Requirements

Ability to work a rotating schedule which will include working on Saturdays, Ability to talk on the phone, Ability to stand, bend, stoop, sit, walk, twist and turn, Ability to lift up to 15 pounds, Ability to use a computer keyboard and calculator, Work environment is majority of the time is spent sitting at a desk

What They're Looking For.

Must Have

Knowledge of modern office methods, practices and procedures, Skill in the operation of a personal computer with Internet and Intranet access in a Windows environment, Demonstrated Member service skills, Ability to cross-sell products and services to meet Member needs, Ability to make mathematical computations, Ability to type 40 words per minute, Ability to communicate effectively both verbally and in writing, Ability to establish and maintain effective working relationships with a diverse group of people, Ability to work a rotating schedule which will include working on Saturdays

Nice to Have

combination of education and experience equivalent to a high school diploma or closely related field and a minimum of two years of call center, retail or clerical experience in a customer service environment

What You'll Do.

perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions

Answer the telephone within established performance and service guidelines

Complete phone transactions accurately and efficiently

Disseminate and provide education of lending

CUSO and membership information to callers

Ensure problem ownership in an effort to protect the Member experience by researching Member problems

complaints and questions

Responding with thorough

and accurate information through oral and/ or written communication

or by directing them to the appropriate department or person for assistance

Provide basic level technical support of our online and Mobile banking platforms

Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards

Attain individual and departmental goals and objectives as established in the MSC performance standards

Cross-sells Credit Union products and services

Demonstrate efficiency by maintaining professional control of member conversation

and follow accurate procedures

Post and balance daily work and maintain proper documentation

Utilize online manuals and knowledge repository as a resource

Complete departmental and back-office tasks as assigned including typing routine letters and/or documents

Compile data and complete work related to departmental reports

make and check routine calculations

Perform all functions in a security conscientious manner

Attend department meetings and contribute information as is appropriate

How You'll Work.

Team & Collaboration

Ability to establish and maintain effective working relationships with a diverse group of people; directing them to the appropriate department or person for assistance; Attend department meetings and contribute information as is appropriate

Communication Scope

Ability to communicate effectively both verbally and in writing; oral and/ or written communication

Full Job Description

## Description Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions.   Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by implementing Credit Union policy and departmental procedures and following RCU service philosophy and standards. Sales & Efficiency: o Attain individual and departmental goals and objectives as established in the MSC performance standards. o Cross-sells Credit Union products and services. o Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures. Support: o Post and balance daily work and maintain proper documentation. o Utilize online manuals and knowledge repository as a resource o Complete departmental and back-office tasks as assigned including typing routine letters and/or documents. o Compile data and complete work related to departmental reports. o Maintain files, post records, make and check routine calculations o Perform all functions in a security conscientious manner. o Attend department meetings and contribute information as is appropriate.   Join us and discover why you'll love working at Redwood Credit Union!    ABOUT REDWOOD CREDIT UNION (RCU):

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