Overview:
A successful candidate in this position provides accurate, professional service to members with emphasis toward solution oriented assistance. Assists members by telephone; provides credit union information. Assists members with account research; may promote prime share, share draft, and other accounts and refers member to the appropriate branch to open; completes necessary file maintenance; assists members with payroll and account changes. Maintains an accurate knowledge of and complies with security procedures and internal controls. Performs other duties as may be assigned.
Responsibilities:
- Professionally and proactively helps members in achieving their financial objectives with guidance and advice.
- Helps members anticipate potential problems, offering suggestions and possible solutions.
- Being oriented towards recognizing members needs. This ability will be developed in associates over time as they continue to learn more about Palmetto Citizens and financial services.
- Works with members and co-workers in branches and departments to resolve potential problems to create a positive member solution.
- Understands members needs and professionally promotes appropriate credit union products and services.
- Promotes new prime share, additional savings, share draft, and other accounts and refers members to the appropriate branch to open the accounts.
- Has strong Palmetto Citizens product knowledge. This ability develops over time as associates learn and apply their knowledge when working with members.
- Enhances member service usage of Palmetto Citizens products.
- Always delivers assistance in a safe and secure manner. Knowing the member and the depth of their relationship.
- Always professional and pleasant in handling member transactions. Receives transfers by phone, or by mail; transacts check withdrawals; provides cashiers checks, and any other service within their authority.
- Completes all necessary file maintenance documents, and orders checks for members, as appropriate.
Qualifications:
- Previous customer service experience required.
- Bilingual candidates a plus.
Palmetto Citizens is an Affirmative Action and Equal Opportunity Employer. Minority/Female/Disabled/Veteran