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Account Service Representative I

Company: CBC Federal Credit Union
Location: Ventura
Posted on: May 3, 2021

Job Description:

Assist the credit union with providing an easy member experience that will result in member loyalty.

ESSENTIAL DUTIES:

* 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 necessary

* 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, support

* 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 assigned.

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.

Keywords: CBC Federal Credit Union, Ventura , Account Service Representative I, Other , Ventura, California

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