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1st MidAmerica Credit Union Member Support Center Represenative in East Alton, Illinois

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12312264

Department: Member Support Center Grade: 6

Reports To: Call Center Manager Classification: Non-Exempt

Supervises Direct: 0 Supervises Indirect: 0

Approved By: Vice of President Human

Resources Effective Date: 11/01/2011

Revised Date: 05/15/2022

Role:

To assist members and potential members with their telephone requests; explains services, responds to problems,

and directs phone calls to the appropriate area. Provides convenient loan service, by telephone, for members and

potential members.

Essential Functions & Responsibilities:

E 40% Assists members and potential members with their telephone requests including but not limited

to: verifying account information, processing payments and stop payments, verifying deposits,

transfer funds and answer questions about share accounts, share draft accounts, Visa cards, debit

cards, troubleshoot for problems with on-line banking, etc. Research and resolve routine member

questions and problems within established authority levels ; answers questions about products

and services and resolves member issues that are within their authority to resolve; refers issues

that are beyond their authority to their supervisor, along with their recommendations.

N 40% Answers loan questions, calculates payments, and takes loan applications on the phone from

members and potential members.

N 10% Identifies cross-sell opportunities and cross-sells services to members.

N 5% Maintains member account information on computer system.

N 5% Performs other job related duties required or assigned.

Performance Measurements:

1. Provide informed, prompt, professional and accurate service and support to all members and associates by

answering the telephone within defined response time.

2. Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

3. Process member transactions with zero unresolved errors.

4. Successfully recommend a relevant new product or service to all members during the course of telephone

interaction.

5. Develop and maintain knowledge of all relevant policies and procedures to ensure compliance with

applicable regulations.

6. Direct all telephone calls to the appropriate person with minimum transfers.

Knowledge and Skills:

1st MidAmerica Credit Union

Structured Compensation - Job Description

Member Support Center Representative

Data Year: 2025

Prepared On: 11/01/2024

Confidential Page 1 / 2

Experience One year to three years of similar or related experience. Prior call center experience is

preferred. Skilled in using Microsoft Outlook for sending and receiving email. Working

knowledge of credit union products and services. Experience with financial operation

systems strongly preferred. Basic reading, writing and intermediate math skills (capable of

calculations involving decimals, percentages and fractions). Experience in keyboarding.

Education A high school education or GED.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for

the purpose of first-level conflict resolution, building relationships, and soliciting

cooperation. Discussions involve a higher degree of confidentiality and discretion,

requiring diplomacy and tact in communication.

Other Skills Good listening and telephone skills; able to operate a 10-key calculator. Ability to operate a

computer keyboard; able to proficiently utilize PC and Internet applications; able to make

decisions with minimum information.

Physical

Requirements

Must be able to sit for long periods of time.

Work Environment

Disclaimer:

Must be able to work and travel to different credit union lo cations as determined by management.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

DatePrinted Employee Name

Employee Signature

1st MidAmerica Credit Union

Structured Compensation - Job Description

Member Support Center Representative

Data Year: 2025

Prepared On: 11/01/2024

Confidential Page 2 / 2

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