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ESSENTIAL JOB FUNCTIONS
Answers member questions and resolves problems with members’ accounts
Listens to members, identify their needs, and offer appropriate products and service
Provide referral assistance for investments and financial counseling
Increase penetration in all Verity products and services
Assists with the contact center operations, audits, and opening/closing procedures
Implements and maintains policies and procedures to maximize efficiency and ensure proper documentation
Adhere to established security procedures and compliance policies
Identify issues of concern and contribute ideas toward the Credit Union vision
Maintain knowledge of all state and federal regulations that apply to the transactions performed
Perform other job-related duties as assigned
Education and Experience
Minimum of a High School diploma or equivalent (preferred)
Experience in the financial industry or call center (preferred)
