Member Support Center Agent

Shrewsbury, MA | Contract to Perm

Post Date: 07/13/2017 Job ID: 78981 Specialty: Accounting & Finance

Our client in Shrewsbury, MA is seeking a Member Support Center Agent to join their team. In this contract-to-hire role, you will assist members with savings products and services. As the Member Support Center Agent, you will also perform a variety of duties promoting and selling the company’ s services to new and existing members. Apply today!

Responsibility for the Member Support Center Agent:
  • Answer incoming phone calls, handling member withdrawals, transfers and inquiries in an efficient and professional manner
  • Support company’ s basic savings products, services and policies
  • Open new accounts following the procedures, policies and guidelines for the applicable account type
  • Perform BSA compliance duties
  • Promote and cross-sell all credit union products and services; encourage new credit union membership
  • Provide basic information and counseling to members on savings and loan products, services and policies
  • Make referrals to appropriate Personal Financial Representatives, Lending Specialists and affiliated professionals
  • Travel to any branches, including satellite offices, to represent the credit union, as needed
  • Stay current on job-related equipment, procedures and/or information by reading handouts/memos, attending meetings and seminars and other necessary means
  • Adhere to all applicable policies, procedures and regulations
  • Maintain community involvement and participate in special projects, as needed
Requirements for the Member Support Center Agent:
  • High School diploma
  • 6+ six months experience in a customer service department of a credit union or financial institution, or related experience
  • Ability to work efficiently and accurately in a fast-paced environment
  • Technology savvy with a strong knowledge working with Microsoft Office – Word and Outlook
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship                      

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