Member Experience Representative I at OceanAir Federal Credit Union

Camarillo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Sep, 26

Salary

22.0

Posted On

02 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Needs Analysis, Call Center Operations, Account Servicing, Electronic Banking Support, Product Recommendation, Communication Skills, Data Entry

Industry

Banking

Description

Description Join Our OceanAir Federal Credit Union Family! Are you ready to make a difference in people's financial lives while having a blast at work? At OceanAir Federal Credit Union, we're all about providing a stellar member experience that keeps our members coming back for more. If you're passionate about helping others and love a fun, dynamic work environment, we want YOU on our team! What You'll Be Doing: ? Practice OceanAir Core Values: Make It Right: We're committed to doing the right thing for our members and community, offering the greatest benefit possible. Make It Easy: We provide easy financial solutions, convenient locations, efficient service, and simplified processes. Make It Personal: We nurture deep, personal relationships with our members, tailored to their individual needs and preferences. Key Responsibilities: Identify the financial needs of each member and recommend products or services to improve their financial life. Promptly answer all incoming calls with courtesy and efficiency. Assist members with general credit union information, including products, hours, and locations. Process new account requests via the Internet and notify applicants of their status. Perform account servicing functions like processing transfers, cash advances, and other transactions. Educate and assist members with electronic services, such as PCAccess, SmartPay, POP Money, Finance Works, Mobile Banking, and eStatements. Refer interested members to the Loan Sales Team for consumer lending and the Mortgage Department for real estate lending. Perform other fun and meaningful duties as assigned. Travel: No travel required. Stay cozy and productive in our office! Ready to make a lasting impact and have a great time while doing it? Apply now and become a valued member of the OceanAir Federal Credit Union family! Requirements Requirements: High School diploma or GED. Six months of experience in a sales, service, and/or call center environment. Physical Requirements: This role involves talking, hearing, and using your hands for keyboarding. Be prepared for lots of phone work and sitting for long periods. We've got a comfy chair waiting for you! Work Environment & Schedule: Work in a well-lit, climate-controlled office with moderate noise levels. Flexible work hours: Approximately 29½ to 40 hours per week with some occasional overtime. Ready to make a lasting impact and have a great time while doing it? Apply now and become a valued member of the OceanAir Federal Credit Union family!

Responsibilities

The role involves identifying member financial needs to recommend appropriate products and services while handling incoming calls efficiently. Responsibilities include processing account requests, performing servicing functions, and educating members on electronic banking tools.