Member Support Center Agent - Hybrid Work Arrangement

JOB STATUS: Non-Exempt

REPORTS TO: Assistant Member Support Manager 

SUPERVISES: None

WHO WE ARE: At Central One, our values are to Deliver Exceptional Service, Work as a Team, Have Fun, and the Credit Union philosophy of People Helping People; all while striving to be C.E.N.T.R.A.L. One Ambassadors. CENTRAL stands for Caring, Enthusiastic, Nimble, Team-Oriented, Resilient, Altruistic and Loyal. At the core of our values lies a commitment to our community, members, and employees, with a focus on overall well-being.

PRIMARY FUNCTIONS: Assist members with savings products and services. Perform a variety of duties promoting and selling all Credit Union (COFCU) services to new and existing members.

DUTIES and RESPONSIBILITIES:

1. Answer incoming phone calls, handling member withdrawals, transfers, and inquiries in an efficient and professional manner. 

2. Support COFCU’s basic savings products, services, and policies.

3. Open new accounts following the procedures, policies, and guidelines for the applicable account type.

4. Perform BSA compliance duties as required in the Credit Union BSA Policy.

5. Promote and cross-sell all credit union products and services; encourage new credit union membership.

6. Provide basic information and counseling to members on COFCU savings and loan products, services, and policies.

7. Achieve stated goals as part of the MSC Goals Plan by making referrals to appropriate MSC Relationship Specialist, Lending Specialists, and affiliated professionals.

8. Travel to any branches, including satellite offices, to represent the credit union, as needed.

9. Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means.

10. Adhere to all applicable credit union policies, procedures, and regulations.

11. Maintain community involvement and participate in special projects, as needed.

12. Perform other duties as requested or assigned.

Schedule: Variable schedule, Mon-Fri 8am-6pm and Saturdays 8:30am-1pm.   

Upon completion of in office training, the employee will have the opportunity to work a hybrid schedule with 2 days a week minimum in office required.

Education: High School diploma required

Experience: One to twelve months experience in a customer service department of a credit union or financial institution, or related experience

Skills: Ability to make decisions and do detailed work; ability to work efficiently and accurately in a fast-paced environment; skilled in the use of general office machines and computers; ability to sell, cross-sell and interact professionally on the telephone and through electronic means; basic PC skills in Microsoft Word/Outlook.

Traits: Capacity to work well with others, dependability, flexibility, initiative, resourcefulness, confidentiality, professionalism