Member Care Specialist I
Founders Federal Credit Union
- Location
- Lancaster, SC
- Work style
- Remote only
- Posted
- Nov 2
- 5 days ago
Career path
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About the company
Founders Federal Credit Union
Banking · 501 to 1,000 employees
Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service to our members. We realize our outstanding, dedicated employees make it all happen.
What you'll do
- Assist membership via telephone and/or mail by providing service and information in a pleasant, professional, and efficient manner on all our services. Inbound call management, including one call resolution for the member as first level troubleshooting and triage for member concerns.
- Exhibit a thorough knowledge of the credit union’s products and services as well as demonstrate ability to successfully use multiple computer programs/systems to research account-related questions from members. Keep abreast of new or changes in products, procedures, technology, etc. by participating in educational opportunities as they arise.
- Understand and explain the eligibility requirements for membership. Perform account maintenance, order checks, mail forms, send applications and assist members with any problems they may incur with our services, while being aware of call volume and continuing to handle incoming calls.
- Handle the complex accounts of credit union members accurately. Perform computer transactions for members according to procedures set forth in the manual.
- Supply members with information on interest rates, savings accounts, certificates, or any services offered by the credit union.
- Subject matter experts for Online Banking, BillPay, Mobile Deposit, Savvy Money, Online loan, and account opening processes.
- Responsible for overall plastic card maintenance, such as issuing cards, blocking cards, and assisting with problems. Assist members with questions associated with card products and card alerts.
- Complete proper dispute forms for debit and ATM card.
- Remain aware of and identify potentially fraudulent activity, safeguarding the Credit Union from any potential losses.
- Monitor and keep abreast of all Credit Union promotions and marketing materials sent to the membership and ensure you are prepared to answer any questions the member may have on these materials.
- Perform extensive verification via phone for members prior to making any account changes or giving account sensitive information. Make a concentrated effort to identify/authenticate each member and be always courteous and pleasant.
- Respond to inquiries, resolve problems, and fulfil member requests by researching and exploring alternative solutions and completing transactions in a timely and professional manner. If unable to assist members with relevant information in a timely manner, request assistance from team leader as needed.
- Understand and recognize FFCU products and services and be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Debit/Credit Cards, ATM cards, etc.
- Provide credit union information to potential members, and mail/email promotional materials as needed.
- Identify and recommend process improvements or new products based on member interactions to enhance the members’ experience and improve retention.
- Recognize, document, and alert the supervisor of trends in member calls.
- Comply with Founders’ policies and procedures, as well as applicable laws, regulations, and statuses issued by federal agencies such as NCUA and FFIEC, including, but not limited to, GLB and BSA. Employees have legal and regulatory obligations to respect and protect the privacy of information and its integrity and confidentiality.
- All other duties as assigned.
- Once independence and proficiency are achieved, Member Care Specialist will be eligible for promotion to Member Care Specialist II.
What you need
- Assist membership via telephone and/or mail by providing service and information in a pleasant, professional, and efficient manner on all our services. Inbound call management, including one call resolution for the member as first level troubleshooting and triage for member concerns.
- Exhibit a thorough knowledge of the credit union’s products and services as well as demonstrate ability to successfully use multiple computer programs/systems to research account-related questions from members. Keep abreast of new or changes in products, procedures, technology, etc. by participating in educational opportunities as they arise.
- Understand and explain the eligibility requirements for membership. Perform account maintenance, order checks, mail forms, send applications and assist members with any problems they may incur with our services, while being aware of call volume and continuing to handle incoming calls.
- Handle the complex accounts of credit union members accurately. Perform computer transactions for members according to procedures set forth in the manual.
- Supply members with information on interest rates, savings accounts, certificates, or any services offered by the credit union.
- Subject matter experts for Online Banking, BillPay, Mobile Deposit, Savvy Money, Online loan, and account opening processes.
- Responsible for overall plastic card maintenance, such as issuing cards, blocking cards, and assisting with problems. Assist members with questions associated with card products and card alerts.
- Complete proper dispute forms for debit and ATM card.
- Remain aware of and identify potentially fraudulent activity, safeguarding the Credit Union from any potential losses.
- Monitor and keep abreast of all Credit Union promotions and marketing materials sent to the membership and ensure you are prepared to answer any questions the member may have on these materials.
- Perform extensive verification via phone for members prior to making any account changes or giving account sensitive information. Make a concentrated effort to identify/authenticate each member and be always courteous and pleasant.
- Respond to inquiries, resolve problems, and fulfil member requests by researching and exploring alternative solutions and completing transactions in a timely and professional manner. If unable to assist members with relevant information in a timely manner, request assistance from team leader as needed.
- Understand and recognize FFCU products and services and be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Debit/Credit Cards, ATM cards, etc.
- Provide credit union information to potential members, and mail/email promotional materials as needed.
- Identify and recommend process improvements or new products based on member interactions to enhance the members’ experience and improve retention.
- Recognize, document, and alert the supervisor of trends in member calls.
- Comply with Founders’ policies and procedures, as well as applicable laws, regulations, and statuses issued by federal agencies such as NCUA and FFIEC, including, but not limited to, GLB and BSA. Employees have legal and regulatory obligations to respect and protect the privacy of information and its integrity and confidentiality.
- All other duties as assigned.
- Once independence and proficiency are achieved, Member Care Specialist will be eligible for promotion to Member Care Specialist II.
- Education: a high school diploma
Key skills
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Perks
- Paid Holidays
- Paid Time Off
- Retirement Plan
- Health and Dental Insurance
- Life Insurance
- Flexible spending accounts
- Tuition reimbursement
- Wellness Program
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