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Call Center - Member Service Representative I Or II (Dependi
Call Center - Member Service Representative I Or II (Dependi-April 2024
Colorado Springs
Apr 18, 2025
About Call Center - Member Service Representative I Or II (Dependi

  Company Description

  Ent Credit Union exists to improve the financial quality of life of the peoplewe serve. This mission drives us every day, but we are more than ourmission. We're also individuals using our unique abilities to make ourorganization, and the communities we serve, better than they wereyesterday. We're a not-for-profit that puts people above profits andactively invests in our community. Our rapidly growing team is expanding ourreach to serve more people throughout Colorado. To spread our mission far andwide, we need people like you. If you're interested in a paycheck with apurpose, apply with us today. Our people make the difference, and we trulybelieve you are our greatest asset.

  Job Description

  The Member Service Representative I/II must provide accurate informationregarding member inquiries while actively cross-selling and educating memberson Credit Union products and services. Outstanding service must be deliveredwhile remaining professional, responsive, and encouraging. In addition theMSR I/II is responsible for understanding and complying with credit unionpolicies/procedures and industry regulations while seeking to protect theassets of members and the credit union.

  Essential Functions at Level I:Member Service - the representative must accurately process member requestsreceived through incoming calls. Representatives must provide individualmember service at a high-standard professional level while updating theexisting database with any changes requested by the member. Members must beverified using Ent's most current procedures to minimize fraudulentactivity. The representative must possess the skill to identify and escalatepriority issues to the proper area.Sales - Accountable for meeting member needs through maintaining a strongknowledge of products and services available to members, regularly providingreferrals to such products and services in all areas including, but notlimited to lending, investments, electronic banking, wealthmanagement, and business banking.Knowledge - Maintains knowledge and remains current in the position by takinga proactive approach with participating in on-going training, side bysides, quality control sessions, online BVS courses, and utilizingOutlook and Element on a daily basis resulting in the delivery of world classservice to our members.Bank Secrecy Act: Remains cognizant of and adheres to Ent policies andprocedures, and regulations pertaining to the Bank Secrecy Act.Essential Functions at Level II:Member Sales & Service: In order to build and retain memberrelationships, the representative must answer incoming calls from members,accurately answer inquiries and troubleshoot problems. Members must beverified using the processes and procedures in place, minimizing fraudulentactivity. Representative possesses the skill to identify and escalate priorityissues. A higher skillset is required to perform certificate maintenance andhandle all online banking inquiries. MSR II is expected to resolve memberconcerns properly and provide solutions to avoid escalations in all areas ofmember service. The representatives must have extensive knowledge of allproducts and services by actively listening and determining the product thatbest fit the member's needs. Products and services include but are notlimited to: investment services, online banking and credit cards. In thearea of credit cards, the representative will obtain the skillset to submitboth consumer and business credit card applications.Knowledge: Maintains knowledge and remains current in the position by takinga proactive approach with participating in on-going training, side bysides, quality control sessions, online BVS courses, and utilizingOutlook and Element on a daily basis resulting in the delivery of world classservice to our members.

  Qualifications

  Minimum Formal Qualifications for this Position for evel IHigh School Diploma/G.E.D. or equivalent.6+ months experience in customer service. PrefInbound phone experience. PrefSales experience. PrefPrevious financial institution experience. PrefMinimum Formal Qualifications for this Position for Level IIHigh School Diploma/G.E.D. or equivalent.1+ years' combined experience to include inbound phone experience andfinancial services experience.Sales experience. Pref

  Each year of relevant work experience may be exchanged for a year in arelevant degree program or vice versa. For example, a requirement of abachelor's degree in accounting and 2+ years of account experience couldbe substituted for a high school diploma and 6 years of relevant accountingwork experience or a master's degree in accounting and 0 years of workexperien

  Technical or Specialized Knowledge/Skills at Level I:Strong Customer Service focus.Basic understanding of typical products, offerings, and resources withinthe banking/credit union environment.Must have proficient computer skills, including the ability to useWindows, Microsoft Word and Office.Symitar experience beneficial.Strong communication skills.Organizational skills required.Typing, computer, and ten-key required.Technical or Specialized Knowledge/Skills at Level II:Excellent Customer Service focus.Strong proficiency in relevant credit union products, offerings, andresources.General understanding of Online Banking and Business Credit Card products and

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