Manager directing sales and member experience at the Virtual Sales Branch in Valencia, California. Leading outbound sales efforts and ensuring high - quality service to members while managing operations and team development.
About the role
- Member Service Representative delivering excellent service and financial solutions at Mountain America Credit Union. Assisting members with account needs, transactions, and financial education.
Responsibilities
- Provide exceptional member service to credit union membership by assessing member needs, advising to meet those needs, and assisting in transactions.
- Recognizes member needs and educates on options for managing financial transactions.
- Expected to meet sales and service goals.
- Resolves problems by clarifying member complaints and providing solutions.
- Maintains cash drawer and initiates wire transfers.
Requirements
- At least six months of customer service experience.
- Industry experience preferred.
- High school diploma or equivalent.
- A valid driver’s license is required.
- Proficient computer operating skills.
- Understanding of Microsoft Office Suite (Outlook, Word, Excel).
Benefits
- Excellent medical and dental benefits with minimal employee contribution (full time employees)
- Paid time off, volunteer time off, and paid holidays
- Matching 401K
- Tuition assistance
- Professional development
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