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Contact Center Representative
Contact Center Representative-April 2024
Powell
Apr 8, 2025
About Contact Center Representative

  Job Title: Contact Center RepresentativeCompany: BMI Federal Credit UnionLocation: Dublin, OHPay: $17.00 - $20.50Schedule: 40 hours per week. Flexibility required to cover weekday shifts between 7:30 a.m. and 6:00 pm, and rotating Saturdays from 9:00 a.m. to 1:00 pm.ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):BMI FCU is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.For 14 consecutive years (2010-2023), BMI FCU has been named a "Best Employer in Ohio" by the Best Companies Group.We offer competitive pay and benefits including holiday pay, paid time off (PTO), a matching 401(k) plan, professional development, opportunities to help our community, health insurance, a wellness program, and more. If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!POSITION SUMMARY: Responsible for answering member inquiries received through the telephone, email, or chat. Using technical skills and knowledge of products and services, this position will address issues, provide support, and offer information, to enhance the member experience. This position will perform all other related duties as assigned.ESSENTIAL JOB FUNCTIONS:Provide first contact via telephone or electronic messaging to build rapport with members, process requests, respond to inquiries and resolve issues with accuracy; inquiries including but not limited to:Account information, transfer requests, loan payments, withdrawals, Loyalty Reward level usage, check order and supplies, online banking services, stop payments, wire transfers, and penaltiesAssess situations, apply sound judgement and use troubleshooting skills to assist membersLook for opportunities to introduce products and services to help members financiallyDevelop and retain a broad range of knowledge of all Credit Union products and services, from both a technical and information standpointManage and utilize time efficiently to ensure service quality and member satisfactionPrevent possible disclosure of sensitive information to unauthorized individuals by verifying caller data utilizing differing sources as necessaryAssist in online banking access including troubleshooting problems and errors for device and browser issuesResearch and assist with card problems (VISA, VISA debit and STAR) maintenance and problems including disputes and tokenizationTake loan applications to submit to the Lending departmentResearch ACH issues and locate originatorsAssist managers in operational process for opening and closing the Contact CenterFollow-up with member related issues as neededQUALIFICATIONS AND SKILLS REQUIREMENTS:High school diploma or equivalent required1-3 years of experience in a financial institution customer service environment; a viable combination of experience and education will be consideredUnderstand and follow BMI FCU policies/procedures complying with federal regulations including but not limited to: Bank Secrecy act, Anti Money Laundering regulations, USA Patriot Act, Office of Foreign Asset Control, and Truth in Savings (National Credit Union Administration Part 707)Exceptional customer service skillsExcellent communication (both verbal and written) and interpersonal skillsAbility to balance multiple tasks and changing priorities with high attention to detailStrong analytical and problem-solving skillsAbility to work effectively in a team environmentProficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipmentHave a elevated understanding of computer operating systems and brows

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