Job details Serve as professional, knowledgeable and friendly "voice" of the credit union. Receive incoming calls and determine the products, services or resources that the member either requires or from which the member could benefit. Provide direct support services to members and potential members, and if unable to provide direct support, connect them with the appropriate staff representative. Assist and support all Digital Services managers and representatives in departmental processes as assigned. ...
Responsibilities:
- Answer inbound calls, determining the needs of the caller, and verify the caller's identity, minimizing the caller's time and effort in resolving their concern.
- Assist with escalated calls as needed.
- Be knowledgeable of all aspects of the Digital Services Department through cross training.
- Utilize this training and become a resource for the DSR Is, as well as others.
- Identify products/services that might be beneficial to members and provide information about their value and benefit.
- Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member's needs are addressed in a polite and friendly manner.
- Perform intermediary member transactions and tasks.
- Assist with backing up the Digital Service Representative IIIs in daily duties as assigned.
- Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.
- Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.
- Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verifications.
- Perform other duties as assigned.
- The representative will expect to be on calls for 60% of their day and handling escalated calls, with the other 40% spent on department projects and supporting/backing-up the DSR-IIIs

Working hours: 8:00 AM - 5:00 PM

Skills:
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
- Ability and willingness to interact calmly and professionally with people from all backgrounds.
- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
- Ability to follow oral and written instructions.
- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.

Education:
High School

Experience:
1-4 years

Qualifications:
- High school diploma or equivalent.
- 1-3 years similar or related experience, including preparatory experience.
- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
- Ability to lift up to 15 lbs., with or without accommodation.
- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- Follow all credit union, Montana and Federal information privacy guidelines.


Apply now at www.spherion.com/apply/75034

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

Show lessShow more Serve as professional, knowledgeable and friendly "voice" of the credit union. Receive incoming calls and determine the products, services or resources that the member either requires or from which the member could benefit. Provide direct support services to members and potential members, and if unable to provide direct support, connect them with the appropriate staff representative. Assist and support all Digital Services managers and representatives in departmental processes as assigned.

Responsibilities:
- Answer inbound calls, determining the needs of the caller, and verify the caller's identity, minimizing the caller's time and effort in resolving their concern.
- Assist with escalated calls as needed.
- Be knowledgeable of all aspects of the Digital Services Department through cross training.
- Utilize this training and become a resource for the DSR Is, as well as others.
- Identify products/services that might be beneficial to members and provide information about their value and benefit. ... - Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member's needs are addressed in a polite and friendly manner.
- Perform intermediary member transactions and tasks.
- Assist with backing up the Digital Service Representative IIIs in daily duties as assigned.
- Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.
- Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.
- Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verifications.
- Perform other duties as assigned.
- The representative will expect to be on calls for 60% of their day and handling escalated calls, with the other 40% spent on department projects and supporting/backing-up the DSR-IIIs

Working hours: 8:00 AM - 5:00 PM

Skills:
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
- Ability and willingness to interact calmly and professionally with people from all backgrounds.
- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
- Ability to follow oral and written instructions.
- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.

Education:
High School

Experience:
1-4 years

Qualifications:
- High school diploma or equivalent.
- 1-3 years similar or related experience, including preparatory experience.
- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
- Ability to lift up to 15 lbs., with or without accommodation.
- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- Follow all credit union, Montana and Federal information privacy guidelines.


Apply now at www.spherion.com/apply/75034

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

Show lessShow morekey responsibilities

- Answer inbound calls, determining the needs of the caller, and verify the caller's identity, minimizing the caller's time and effort in resolving their concern.- Assist with escalated calls as needed.- Be knowledgeable of all aspects of the Digital Services Department through cross training.- Utilize this training and become a resource for the DSR Is, as well as others.- Identify products/services that might be beneficial to members and provide information about their value and benefit.- Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and last five transactions, reissue and reset pin numbers, process loan or credit card payments, etc.) to assure member's needs are addressed in a polite and friendly manner.- Perform intermediary member transactions and tasks.- Assist with backing up the Digital Service Representative IIIs in daily duties as assigned.- Cross-sell online banking and online bill pay services and assist members in online banking enrollment and understanding the e-statement process.- Monitor and process loan payoff information and provide this communication to dealerships and insurance companies in an accurate and timely manner.- Assist other departments and branches with transactions as needed, provide support for the collections department and branch managers in fulfilling member requests and merchant verifications.- Perform other duties as assigned.- The representative will expect to be on calls for 60% of their day and handling escalated calls, with the other 40% spent on department projects and supporting/backing-up the DSR-IIIs

experience

1-4 years

skills

- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.- Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.- Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.

qualifications

- High school diploma or equivalent.- 1-3 years similar or related experience, including preparatory experience.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.- Ability to lift up to 15 lbs., with or without accommodation.- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.- Follow all credit union, Montana and Federal information privacy guidelines.

education

High School

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