Position: Solution Center Representative
Type: Full-Time
Department: Operations Department
Location: 14090 Southwest Frwy Suite 260, Sugar Land, Texas 77478
Job Overview
With an established management team in place, Nizari is seeking a highly motivated and experienced Solution Center Representative for its Corporate Office.
Function
Responsible for serving the member in a REAL Legendary way, create a memorable and uniquely REAL experience that surpasses the members’ expectations. Making the member feel cared for, valued, and appreciated by serving as a trusted advisor relating to financial opportunities. Responsible for providing world-class service while efficiently handling member service inquiry calls. The position also requires resolving member account issues along with identifying and suggesting financial services that fit our member’s financial needs, resolves member questions and problems regarding account statements, loans, payments, automatic transfers, interest rates, and investment certificates.
Regular Responsibilities:
- Answer inbound calls daily with emphasis on exceptional customer service and accuracy of data input. This includes processing payments, balance transfers, and providing general account information for credit union members
- Answer calls independently, following policies and procedures and using sound judgment. Refer calls to supervisory personnel and other staff only when necessary.
- Obtain detailed information on member questions and problems in order to manage call volumes efficiently.
- Listen effectively to member requests and offer solutions to meet member’s needs, logging referrals appropriately and in a timely manner.
- Process transactions on all account types according to policies and procedures.
- Explain monthly statements, research account history, resolve member problems or questions, process account corrections or stop payments on checks, and assist members in balancing their accounts.
- Provide assistance regarding Card Services, including placing orders for new cards, activating cards, researching card transactions, blocking cards and troubleshooting malfunctioning cards.
- Provide accurate and complete information regarding payments, interest calculations, and payoff amounts for existing loans
- Assist with the set-up of automatic transfers of funds between member accounts.
- Accurately prepare all paperwork, documents and forms.
- Attend work-related courses and seminars and pursue a program of self-development.
- Manage challenging situations efficiently, promptly and professionally
- Adhere to the call time goals set by management
- Cross Selling additional financial products and services as they relate to company standards and goals.
- Directs members to appropriate department(s) or individual for specific information and/or service.
- Must be able to work Saturday rotation schedule as needed for the Credit Union.
- Process non-cash financial transactions such as over the phone transfers from savings/checking to loan.
- Must follow up with all member/ nonmember requests promptly either verbally or in writing to ensure member satisfaction.
- Any other task assigned by the manager / supervisor as required.
Qualifications and Experience Required
- High school graduate or equivalent.
- General knowledge of Credit Union policies and procedures. Basic understanding of loans, payment processes, and interest rates.
- Must have excellent verbal and written skills.
- Performs additional duties as assigned.
- General knowledge of Credit Union policies and procedures.
- Basic understanding of loans, payment processes, and interest rates
- At least 1 year of experience in member service at a full-service financial institution
This job description reflects the general duties of the job but is not a detailed description of all duties, which may be inherent to the position. Nizari may assign reasonably related additional duties to individual employees.
Compensation
Nizari is committed to investing in the training, development, and well-being of all its employees. Nizari will offer a competitive salary plus benefits.
About Us
Nizari Progressive Federal Credit Union (‘Nizari’) is a member-owned financial institution with about $258.48 million in assets. We serve over 13,000 members. With an established management team in place, Nizari is seeking a highly motivated and experienced Solution Center Representative for its Corporate Office.
Have a question?
Please contact us or call our Sugar Land branch at (281) 921–8500 to learn more.
Apply Now
If you meet the requirements and are up for the challenge, email your resume to hr@nizaricu.org.
Only shortlisted candidates who meet the requirements will be acknowledged.