Account Support Representative

Role

To assist members with account related matters, resolve problems and answer extensive questions through various remote delivery technologies, including video conferencing, e-mail and phone, while displaying an engaging, on-screen presence, positive attitude and effective communication style. Provide information with respect to credit union products and services.

Knowledge And Skills

Experience: Three years to five years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills

• Have above average communication, listening, and interviewing skills.
• Have above average organizational skills.
• Ability to operate general office equipment, such as copier, computer and other credit union provided equipment, software and technologies.
• Be able to handle multiple, conflicting deadlines and projects.
• Ability to generate essential reports, interpret data, and calculate ratios including the resolution of problems and incorrect information.
• Properly identify acceptable forms of personal identification, with an awareness of possible fraud and/or forgery.
• Have knowledge of the fundamentals of the financial industry, including the basic processes of other credit union departments and branches.
• Understand negotiable instruments and the corresponding clearing processes.
• Working knowledge of lending analysis techniques.