Job Details
MAX Credit Union, a Best Company to Work For, is currently seeking a Customer Experience Specialist. If you are driven to deliver outstanding customer experiences and excel at thinking on your feet, have expertise in banking or financial services, are committed to providing accurate and helpful information, and have a friendly and persuasive communication style, communicate efficiently and effectively, and continuously seek ways to improve processes and enhance customer satisfaction, are highly organized and detail-oriented, and thrive in a structured yet dynamic work environment, we want you on our team.
Essential Functions & Responsibilities:
Receives member telephone calls for information, withdrawals, transfers, payoffs, check reorders, etc.
Researches and obtains information to resolve member problems.
Opens all appropriate share accounts, share draft accounts, and related service accounts and assists member with completion of paperwork.
Properly completes and mails necessary paperwork.
Presents products and services effectively.
Possesses complete knowledge of bank wires.
Maintains basic knowledge of MAX products and services, consistently and effectively cross sells, which will be evaluated through quality monitoring meeting goals of the Service Excellence program.
Effectively manages time off the phones to meet occupancy goals.
Understands the importance of positive voice tones and expresses self clearly.
Able to communicate with professional telephone etiquette, maintaining courtesy, enthusiasm and friendliness in a manner appropriate to the listener.
Tries to handle members' needs at first point of contact.
Operates Credit Union computer terminals, calculators, and all other equipment required to perform job duties.
Possesses proper knowledge of security procedures while assisting members.
Upholds core values and builds team member and customer relationships.
Completes all training as required.
Performs other related duties as assigned.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)