Customer Service Representative

Customer Service Representative

We are looking for a Customer Service Representative to join our team in Jacksonville, Florida. In this long-term contract position, you will play a pivotal role in assisting members with their financial needs, ensuring exceptional service, and promoting products and services that enhance their experience. This is an excellent opportunity for a detail-oriented individual who thrives in a collaborative environment and is committed to delivering outstanding support.

Responsibilities:

• Engage with members to identify their financial service needs and offer tailored solutions.
• Deliver exceptional customer service by maintaining and strengthening member relationships.
• Process transactions, including deposits, loan payments, account transfers, and withdrawals, with precision and efficiency.
• Open and maintain accounts while ensuring compliance with organizational policies.
• Handle inquiries related to member accounts and credit union services with professionalism and accuracy.
• Promote and recommend credit union products and services to meet member needs.
• Perform outbound calls and respond to electronic member requests promptly and effectively.
• Monitor cash drawer levels, balance transactions daily, and adhere to security protocols.
• Assist in identifying fraudulent activities and ensure adherence to regulatory requirements such as the Bank Secrecy Act.
• Participate in branch business development initiatives and outreach activities to support growth objectives.

Requirements:

• High school diploma or equivalent is required.
• Minimum of one to three years of customer service experience, preferably in a financial institution.
• Prior experience with cash handling and account management is preferred.
• Strong organizational skills and attention to detail to manage multiple tasks efficiently.
• Proficiency in Microsoft Office Suite and ability to quickly learn proprietary software systems.
• Willingness to work flexible hours, including evenings and weekends, and travel to other branches as needed.
• Excellent communication and problem-solving skills to address member inquiries effectively.
• Commitment to teamwork and creating economic opportunities for underserved communities.