Member Service Advisor - Call Center

    • Job Tracking ID: 512439-760746
    • Job Location: Dunedin, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: April 07, 2021
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

Call Center hours of operation are Monday - Friday from 8:00 - 5:30 & Saturday from 9:00 - 1:00.

Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturday’s. Must be able to work minimal before or after hours for meetings/training, as needed.

  • Provides prompt, friendly and accurate service to internal and external members.
  • Delivers personalized service that focuses on individual member needs.
  • Identify and offer products and services that will improve our member’s financial life.
  • Perform member maintenance as required.
  • Deliver problem solving solutions and perform research as needed.
  • Provide technical solutions in support of Achieva’s electronic services.
  • Accountable for meeting productivity, quality and sales goals.
  • Professional and efficient communications with all departments promoting synergy.
  • Maintains member confidentiality in all aspects of providing services to membership.
  • Responsible for upholding all credit union ethical standards.
  • Represents the credit union in a courteous and professional manner.
  • Perform other essential job functions as required or assigned.

Experience and Skills:

Education Required:

  • High school diploma or GED

Experience Required (minimum 1 year):

  • Financial institution experience
  • Call center experience
  • Sales experience
  • Similar or related experience

Skills & Attributes Required:

  • Bi-lingual in Spanish preferred
  • Ability to identify & solve problems
  • Basic to intermediate computer skills
  • Microsoft Office products to include Outlook
  • Windows based PC computer
  • 10 key calculator
  • Data entry 30-45 WPM
  • Exceptional verbal & written communication skills
  • Ability to multi-task
  • Organizational skills
  • Attention to detail
  • Good interpersonal skills
  • Professional demeanor
  • Ability to work independently
  • Self-utilization of resources
  • Self-motivated
  • Comfortable making decisions
  • Ability to work in a fast paced environment