Job Description

JOB SUMMARY: Responsible for providing information and customer service concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service. Follow up on tickets from third- party vendor.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 Serves membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence

 Continuously checks member service voicemail and email and replies in a timely manner

 Researches and resolves routine member questions, problems, and complaints concerning credit union accounts

 Cross-sells credit union products and services when appropriate

 Ensures that all credit union member and employee related business is kept in the strictest confidence

 Achieves minimum standards of sales goals

 Accepts and completes teller related requests (Account transfers, loan payments, check recorder, and disburse cashier checks)

 Assists in Online Banking or InterAct reactivations

 Assists in Online Banking or InterAct logon and /or password reset

 Assists in trouble shooting with all aspects of Mobile Banking, Tablet Banking and Bill Payment inquiries

 Assists in opening memberships via Originate

 Assists with review of IRA and HSA documentation to core and Ascensus

 Participates in Service Center Campaigns

 Maintains knowledge of credit union products, services, policies and procedures

 Maintains a professional appearance and image while conducting business with members and vendors

 Responsible for exceptional member service to every member, internal and external, every time by adhering to the ALEC Service Model

 Other duties as assigned

SECONDARY DUTIES AND RESPONSIBILITIES:

 Assists or correct teller/MSR error entries

 Assists in review of loan closing documents to core processor and related checklists

 Provides notary service for members as needed

EDUCATION:

 Required: High school diploma or equivalent

 Preferred: Associates degree in Business or related field

EXPERIENCE:

 Required: Minimum one (1) year of customer service or retail sales experience

 Preferred: Minimum two (2) years of customer service or retail sales experience Knowledge of financial services industry

KNOWLEDGE/SKILLS:

 Good communication and telephone skills

 Bilingual is a plus

 Ability to get along with coworkers, management, employees, members, and vendors

 Must be knowledgeable in PC based applications

TRAVEL REQUIREMENTS: N/A

PHYSICAL DEMANDS:

 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

 While performing the duties of this job, the employee is regularly required to sit, talk and hear, and use hands and fingers to operate a computer and telephone keyboard.

WORKING ENVIRONMENT:

 The work environment described here are representative of those that must be met by an employee encounters while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

 The noise level in the work environment is usually low.

Company Description

ALEC is one of the largest credit unions in Illinois backed by the strength and stability of nearly $813 million in assets. Every day, we work hard to prove our commitment to provide the very best financial products and services to more than 30,000 ALEC members. Setting the bar high is a proud tradition at ALEC that has resulted in the strong, loyal support of our members. We welcome bright, people-oriented professionals who want to build their career and help our credit union continue to expand its presence, offerings and the people it serves. One of the ways that ALEC takes care of our employees is by offering great benefits, including a FREE medical plan, generous paid time off and holidays, 401(k) match and tuition reimbursement up to $5,000 per year.