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Description
The Contact Center Representative is responsible for providing exceptional service and assistance to members and potential members via telephone to identify their needs and potential cross sell opportunities. This position provides expertise in respect to credit union products and services, such as consumer loans, deposit accounts, online banking, research, ACH and payroll processes. Must possess strong cross selling skills, a thorough knowledge of Climb Credit Union product and services and maintain a professional demeanor at all times.
Perform member transactions, within authority, accurately and efficiently with good audit train and within credit union guidelines and policies.Identifies cross-sell opportunities and cross-sells products and services beneficial to members. Provides answers to member's questions about products, services and resolves problems within their authority. Refers issues beyond their authority to the next level, along with their recommendations. Assures that appropriate records are maintained and required reports/tasks processed.
Why Climb Credit Union
Requirements
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