Under general supervision, but in line with established policies and procedures, provides a variety of remote service functions in an office setting. Provides a broad range of Credit Union services to members via incoming telephone calls, secure email, and online chat. Prepares and processes transaction requests received such as transfers, closing accounts. Respond to member inquires and requests such as: duplicate statements/copies of checks, payment/deposit research, quote payoffs on loans. Assists with general Credit Union information relating to savings rates, loan rates, Visa, checking accounts, etc. The Remote Services Clerk will be someone who is resourceful, organized, possess good communication skills, and a willingness to learn.
Responsibilities:
§ Working daily reports (examples are; ATM deposit report, Token report, card issues report, fraud alert reports)
§ Answering phones to assist members with remote services issues
§ Provide troubleshooting and resolution support to home and mobile banking, (logging in, forgotten password, etc.)
§ Debit disputes/ordering new cards and processing special handling requests (when needed) § Daily debit card increases
§ Assisting with the Operations department § Responding to members email request/inquiries
§ RDC deposits
§ Assist with all online services § Process foreign currency transactions and institution to institution transfers
§ Performs related duties as assigned by supervisor
§ Online Chat
Desired Skills and Experience:
§ Can demonstrate active learning skills, ownership and empathy in providing a customer with the service they need
§ A well-organized, self-starter who takes initiative, ownership and responsibility
§ Ability to follow instruction and integrate changes in instructions effectively
§ Excellent communication skills, both oral and written § Must be organized, thorough, and great with time-management
§ Communicate and present complex information effectively on the telephone demonstrating a professional tone, voice inflection and intonation
Position:
§ Full Time
§ Salary Range: $48,625 - $56,729
This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
1st Nor Cal is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience, and perspectives. We are an equal opportunity employer and do not discriminate on the basis of race/color, national origin/ethnicity, religion, age, disability or any other status protected under federal, state, or local laws. Equal employment opportunity applies to all areas of employment.
1111 Pine Street, Martinez, CA 94553 | (888) 387-8632 | www.1stnorcalcu.org
How to Apply: • Online application at www.1stnorcalcu.org/employment
• OR email stating why you are interested in the position and attach your resume and application to jobs@1stnorcalcu.org
• OR drop off at: Martinez Main Branch 1111 Pine Street Martinez, CA 94553
