Member Service Representative (Call Center), Hybrid
Canvas Credit Union is dedicated to transforming financial services and providing support to its members. The Member Service Representative will work in a fast-paced communications center, educating members on financial products and processing transactions with professionalism and care.
Responsibilities
- LEARN about our members and hear them and understand their situations
- EDUCATE our members on the ways we can help them afford life
- PROVIDE meaningful, careful, focused and ethical product solutions
- PROCESS transactions like transfers and payments with courtesy and consummate professionalism
- PERFORM advanced transactions like IRAs, CDs, open accounts, wire transfers, and calmly handle disputes
- GROW with us by immersing in financial industry trends, products, services and technological advances
- SHARE your knowledge on effective practices, competitive intelligence, and business opportunities
- STAND shoulder-to-shoulder with our members and your teammates over our peaks and valleys
Skills
- Availability to work any of the three shifts: 8am-6pm (or end of call queue) Monday-Friday, Saturday 9am-1pm, 1 day off during week Tuesday-Thursday; 7:50am-4:50pm Monday-Friday; 8:30am-5:30pm Monday-Friday
- Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
- Comfortable and confident recommending and processing financial products like loans
- Understanding of financial products and services, much like a Relationship Banker or Personal Banker
- Ability to learn about members and understand their situations
- Ability to educate members on ways to help them afford life
- Ability to provide meaningful, careful, focused, and ethical product solutions
- Ability to process transactions like transfers and payments with courtesy and professionalism
- Ability to perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes
- Ability to grow by immersing in financial industry trends, products, services, and technological advances
- Ability to share knowledge on effective practices, competitive intelligence, and business opportunities
- Ability to work well with others, even when things don't go as planned
- Ability to embrace change and seek new ways to serve members and the community
- Innovative and thrives on challenges
- Passionate about helping others
- Desire for a career, not just a paycheck
- Multi-lingual capabilities to include Spanish is a plus
- Conduct pre-employment background reviews
- Service excellence awards and recognition
- Informal or formal leadership position at current workplace
Benefits
- Medical/Dental/Vision Insurance
- Paid Vacation
- Paid Sick Time
- Paid Holidays
- Paid Wellness Day
- Paid Volunteer Time
- Flexible Spending Account
- Health Savings Account
- World Class 401(k) Plan
- Tuition Reimbursement
- Rate Discounts on Qualifying Loans
- May be eligible for incentives or discretionary bonus based on results
Company Overview