Job Description
Job Title: Contact Center Representative
Company: BMI Federal Credit Union
Location: Dublin, OH
Pay: $17.00 - $20.50
Schedule: 40 hours per week. Flexibility required to cover weekday shifts between 7:30 a.m. and 6:00 pm, and rotating Saturdays from 9:00 a.m. to 1:00 pm.
ABOUT BMI FEDERAL CREDIT UNION (BMI FCU):
BMI FCU is a not-for-profit, financial cooperative providing banking services to our member-owners. Our goal is simple - to improve the financial well-being of our members and our community.
For 14 consecutive years (2010-2023), BMI FCU has been named a "Best Employer in Ohio" by the Best Companies Group.
We offer competitive pay and benefits including holiday pay, paid time off (PTO), a matching 401(k) plan, professional development, opportunities to help our community, health insurance, a wellness program, and more. If you enjoy working for a smaller company and having the ability to positively affect an entire organization, then BMI FCU is the place for you!
POSITION SUMMARY: Responsible for answering member inquiries received through the telephone, email, or chat. Using technical skills and knowledge of products and services, this position will address issues, provide support, and offer information, to enhance the member experience. This position will perform all other related duties as assigned.
ESSENTIAL JOB FUNCTIONS:
Provide first contact via telephone or electronic messaging to build rapport with members, process requests, respond to inquiries and resolve issues with accuracy; inquiries including but not limited to:
Account information, transfer requests, loan payments, withdrawals, Loyalty Reward level usage, check order and supplies, online banking services, stop payments, wire transfers, and penalties
Assess situations, apply sound judgement and use troubleshooting skills to assist members
Look for opportunities to introduce products and services to help members financially
Develop and retain a broad range of knowledge of all Credit Union products and services, from both a technical and information standpoint
Manage and utilize time efficiently to ensure service quality and member satisfaction
Prevent possible disclosure of sensitive information to unauthorized individuals by verifying caller data utilizing differing sources as necessary
Assist in online banking access including troubleshooting problems and errors for device and browser issues
Research and assist with card problems (VISA, VISA debit and STAR) maintenance and problems including disputes and tokenization
Take loan applications to submit to the Lending department
Research ACH issues and locate originators
Assist managers in operational process for opening and closing the Contact Center
Follow-up with member related issues as needed
QUALIFICATIONS AND SKILLS REQUIREMENTS:
High school diploma or equivalent required
1-3 years of experience in a financial institution customer service environment; a viable combination of experience and education will be considered
Understand and follow BMI FCU policies/procedures complying with federal regulations including but not limited to: Bank Secrecy act, Anti Money Laundering regulations, USA Patriot Act, Office of Foreign Asset Control, and Truth in Savings (National Credit Union Administration Part 707)
Exceptional customer service skills
Excellent communication (both verbal and written) and interpersonal skills
Ability to balance multiple tasks and changing priorities with high attention to detail
Strong analytical and problem-solving skills
Ability to work effectively in a team environment
Proficient in Microsoft Office with competencies in Excel, general computer programs, and general office equipment
Have a elevated understanding of computer operating systems and browsers to assist members with online access and troubleshooting
Basic math skills
Possess a professional demeanor
Ability to receive and maintain confidential information
Knowledge of solution driven sales process
As an equal-opportunity employer, BMI FCU does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, childbirth, and related conditions, lactation status, gender identity, sexual orientation, age, disability, veteran or military status, genetic information, or ancestry.
We Make it Easy
Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees.
As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce.
We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
MRA is an Equal Opportunity/Affirmative Action Employer
