Xceed Financial Credit Union
  • - Member Engagement Center
  • El Segundo, CA, USA
  • Part Time

PRIMARY FUNCTIONS

Provide member phone service for XFCU on a nationwide level. Cross-sell XFCU financial products and services to members and potential members. Assist with member transactions and account resolutions. Resolve account problems. Complete assigned projects.

SPECIFIC DUTIES

  • Post account transactions
  • Answer incoming calls regarding member inquiries.
  • Conduct account maintenance
  • Open and close accounts.
  • Log member comments/complaints and follow-up.
  • Conduct account research.
  • Receive and process member information, including loan applications.
  • Process member product and service orders; process loan payments and payoffs.
  • Perform daily balancing; keep daily and pending work organized and updated.  Complete assigned projects in a timely manner.
  • Provide accurate product and service information; quote rates, set up services such as AudioXpress, online banking, order ATM, debit and credit cards.
  • Serve as a product and service consultant by cross selling Xceed products and services and educate members on the benefits of additional Xceed  services.
  • Assist with coaching, shadowing and on the job training for new associates on all Xceed systems, products and services.  

BASIC QUALIFICATIONS

  • Minimum of one (1) year relevant member/customer service experience in a telephone environment, preferably in a financial institution
  • Ability to communicate effectively and efficiently in a friendly, clear and courteous manner, using correct English grammar.  Technologically proficient 
  • Problem-solving skills
  • Financial and arithmetic skills
  • Excellent writing skills 
  • Ability to multi-task
  • Ability to complete assigned projects in a timely manner with minimal supervision 
  • Must demonstrate a cooperative, supportive and enthusiastic attitude in relations with both internal and external members.  Must be able to sit for a continuous period of time and perform repetitive movements using the telephone, computer equipment and writing tools 
  • Customer Service experience preferred

EDUCATION QUALIFICATIONS

H.S. or Associate degree preferred

Xceed Financial Credit Union
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