Member Service Representative (Call Center), Hybrid
Canvas Credit Union is dedicated to transforming financial services and providing support to their members. They are seeking a Member Service Representative to work in their Communications Center, where the role involves educating members on financial products, processing transactions, and providing ethical product solutions.
Responsibilities
- LEARN about our members and hear them and understand their situations
- EDUCATE our members on the ways we can help them afford life
- PROVIDE meaningful, careful, focused and ethical product solutions
- PROCESS transactions like transfers and payments with courtesy and consummate professionalism
- PERFORM advanced transactions like IRAs, CDs, open accounts, wire transfers, and calmly handle disputes
- GROW with us by immersing in financial industry trends, products, services and technological advances
- SHARE your knowledge on effective practices, competitive intelligence, and business opportunities
- STAND shoulder-to-shoulder with our members and your teammates over our peaks and valleys
Skills
- Availability to work any of the three shifts: 8am-6pm Monday-Friday, Saturday 9am-1pm, 7:50am-4:50pm Monday-Friday, or 8:30am-5:30pm Monday-Friday
- Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
- Experience in customer service, preferably in a financial services environment
- Understanding of financial products and services
- Comfortable and confident recommending and processing financial products like loans
- Ability to process transactions with courtesy and professionalism
- Ability to perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes
- Strong communication skills to educate members on financial solutions
- Ability to work well with others and embrace change
- Passion for helping others and a desire for a career, not just a paycheck
- Multi-lingual capabilities to include Spanish
- Experience in a leadership position at the current workplace
- Recognition for service excellence awards
Benefits
- Medical/Dental/Vision Insurance
- Paid Vacation
- Paid Sick Time
- Paid Holidays
- Paid Wellness Day
- Paid Volunteer Time
- Flexible Spending Account
- Health Savings Account
- World Class 401(k) Plan
- Tuition Reimbursement
- Rate Discounts on Qualifying Loans
- May be eligible for incentives or discretionary bonus based on results
Company Overview