Assist the credit union with providing an easy member experience
that will result in member loyalty.
* Practice CBC core values: * Make It Right-CBC pledges to do
the right thing for our credit union by providing the greatest
benefit possible to our members and our community * Make It
Easy-CBC pledges to provide easy financial solutions, convenient
locations, efficient service and simplified processes * Make It
Personal-CBC pledges to nurture deep, personal relationships with
members, based on their individual needs and preferences
* Identify the financial needs of each member and recommend a
product or service that will improve the member's financial life. *
Promptly answer all incoming calls in a courteous and efficient
manner. * Assist members with general credit union information
pertaining to products, hours and locations. * Receive and process
new account requests via the Internet. Notify new account
applicants of the status of their application. Forward applications
to designated employee for approval. * Perform account servicing
functions: * Process transfer, cash advance and other transaction
requests * Re-order checks, place stop payments, * Assist members
with account inquiries such as account balances, transaction
history and other various inquiries * Process bank wire
requests-submit to appropriate department * Account maintenance as
* Educate and assist members with electronic services: * Provide
PCAccess resets and support * SmartPay-setup, research, support *
SmartPay-disputes * POP Money-setup, research, support * Finance
Works-support * Mobile Banking-support * eStatement-setup,
* Refer interested members and potential members to the Loan
Sales Team (warm transfer) for consumer lending and to the Mortgage
Department for real estate lending. * Perform other duties as
EDUCATION and/or EXPERIENCE: High School diploma or graduate
equivalency diploma (GED) and six months of working in a sales,
service and/or call center environment required.
PHYSICAL REQUIREMENTS: The physical demands described below are
representative of those that must be met by an employee to
successfully perform the essential duties of this job. Reasonable
accommodations may be provided to enable individuals with
disabilities to perform the essential duties.
While performing the responsibilities of the job, the employee
is required to talk and hear. The vision abilities required of this
job include close vision for computer usage. The employee is
required to use their hands and fingers for keyboarding. This
position is primarily phone work and requires sitting for prolonged
periods of time.
WORK ENVIRONMENT: Work area is well-lighted, heated and/or
air-conditioned indoor office setting with adequate ventilation.
The noise level is moderate.
WORK SCHEDULE: Workweek will be approximately 29 hours or 40
hours with some overtime as needed. Occasional attendance at
meetings before or after scheduled hours may be required.
Management reserves the right to change any employee's work
schedule to meet the operational needs of the Credit Union.
Furthermore, management reserves the right to reassign any
employee, either temporarily or permanently, to work at another
credit union location.
TRAVEL: No travel required.