Member Service Representative (Call Center), Hybrid
Canvas Credit Union is dedicated to transforming financial services and is seeking a Member Service Representative to work in their fast-paced Communications Center. The role involves educating members about financial products, processing transactions, and providing ethical product solutions while fostering a supportive environment.
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
- 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 work well with others, even when things don't go as planned
- Authentic and passionate about helping others
- Enjoy learning and want a career, not just a paycheck
- Embrace change and seek new ways to serve members and the community
- Innovative and thrive on challenges
- Believe you can change the world for people and are making it happen
- Willingness to learn about members and understand their situations
- Ability to educate members on ways to help them afford life
- Provide meaningful, careful, focused, and ethical product solutions
- Process transactions like transfers and payments with courtesy and professionalism
- Perform advanced transactions like IRAs, CDs, open accounts, wire transfers, and handle disputes calmly
- Grow by immersing in financial industry trends, products, services, and technological advances
- Share knowledge on effective practices, competitive intelligence, and business opportunities
- Stand shoulder-to-shoulder with members and teammates over peaks and valleys
- Ability to work a flexible schedule Monday thru Saturday — 40 hours per week
- Use standard office equipment such as computers, phones, printers, copiers, fax machines, and filing cabinets
- Manual dexterity, ability to lift files, and flex paperclips
- Multi-lingual capabilities to include Spanish is a plus!
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