Orion Financial
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Member Service Representative I
role at
Orion Financial .
Location:
Memphis, TN .
Position Purpose Provide excellent member service by effectively and accurately resolving issues, providing information on member accounts and/or credit union products and services through phone channels. Consistently demonstrate and utilize excellent verbal and written communication skills in a fast-paced contact center environment, prioritizing excellent member service. Maintain a high degree of accuracy when performing maintenance on member accounts in accordance with credit union policies and procedures.
Essential Functions and Basic Duties
Consistently provide excellent member service within a multi-channel environment. Answer both general and specific service-related information concerning credit union products and services.
Handle member issues and complaints, collaborating on solutions with a contact center supervisor or team lead when appropriate.
Handle various transaction requests from members, including but not limited to shares to loan payments, share withdrawals, check orders, share certificates, line of credit advances, payroll deduction, direct deposit, credit card and ATM cards.
Assist members with online and mobile banking inquiries, including online banking access, password reset, digital channel troubleshooting and bill payment inquiries.
Ensure fraud prevention processes are followed without exception, with an understanding of when to elevate member issues for various fraud processes (release/deny check holds, mobile deposit approve/deny, excessive transfer requests, etc.).
Stay up to date with comprehensive knowledge on all relevant credit union products and services.
Comply with current credit union and contact center policies and procedures, and all regulatory compliance guidelines.
Meet or exceed departmental goals and objectives, including service and availability requirements.
Other related duties as assigned.
Education Required High school diploma or GED required.
Experience Required 2+ years of banking experience and/or contact center experience required.
Skills and Abilities
Ability to operate a soft phone and headset system.
PC proficiency in desktop and smartphone devices as well as MS Office Suite software.
Excellent verbal and written communication skills.
Critical thinking/problem-solving ability.
Strong attention to detail and organization.
Ability to de-escalate member concerns professionally.
Ability to work independently and as a team player.
Ability to accurately type 40 words per minute.
Friendly, patient, and calm under pressure.
Bilingual preferred.
Working Environment Work is generally carried out in a typical open office setting. Conditions are those of a typical office environment, with temperatures occasionally too warm or too cold, moderate noise levels and usual lighting conditions. Possibility for some remote work as needed.
Physical Requirements Regularly required to sit at a desk, attend meetings for long periods, twist to reach equipment, perform simple grasping and fine manipulation with fingers, reach with hands and arms, use a telephone or other electronic communication devices, stand for long periods at counter and printers, stand and/or walk over both even and uneven ground, occasionally lift and/or move up to 25 pounds. Hearing and vision within normal ranges with or without correction.
Additional Information Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Equal Opportunity Employer Orion Financial is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
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Member Service Representative I
role at
Orion Financial .
Location:
Memphis, TN .
Position Purpose Provide excellent member service by effectively and accurately resolving issues, providing information on member accounts and/or credit union products and services through phone channels. Consistently demonstrate and utilize excellent verbal and written communication skills in a fast-paced contact center environment, prioritizing excellent member service. Maintain a high degree of accuracy when performing maintenance on member accounts in accordance with credit union policies and procedures.
Essential Functions and Basic Duties
Consistently provide excellent member service within a multi-channel environment. Answer both general and specific service-related information concerning credit union products and services.
Handle member issues and complaints, collaborating on solutions with a contact center supervisor or team lead when appropriate.
Handle various transaction requests from members, including but not limited to shares to loan payments, share withdrawals, check orders, share certificates, line of credit advances, payroll deduction, direct deposit, credit card and ATM cards.
Assist members with online and mobile banking inquiries, including online banking access, password reset, digital channel troubleshooting and bill payment inquiries.
Ensure fraud prevention processes are followed without exception, with an understanding of when to elevate member issues for various fraud processes (release/deny check holds, mobile deposit approve/deny, excessive transfer requests, etc.).
Stay up to date with comprehensive knowledge on all relevant credit union products and services.
Comply with current credit union and contact center policies and procedures, and all regulatory compliance guidelines.
Meet or exceed departmental goals and objectives, including service and availability requirements.
Other related duties as assigned.
Education Required High school diploma or GED required.
Experience Required 2+ years of banking experience and/or contact center experience required.
Skills and Abilities
Ability to operate a soft phone and headset system.
PC proficiency in desktop and smartphone devices as well as MS Office Suite software.
Excellent verbal and written communication skills.
Critical thinking/problem-solving ability.
Strong attention to detail and organization.
Ability to de-escalate member concerns professionally.
Ability to work independently and as a team player.
Ability to accurately type 40 words per minute.
Friendly, patient, and calm under pressure.
Bilingual preferred.
Working Environment Work is generally carried out in a typical open office setting. Conditions are those of a typical office environment, with temperatures occasionally too warm or too cold, moderate noise levels and usual lighting conditions. Possibility for some remote work as needed.
Physical Requirements Regularly required to sit at a desk, attend meetings for long periods, twist to reach equipment, perform simple grasping and fine manipulation with fingers, reach with hands and arms, use a telephone or other electronic communication devices, stand for long periods at counter and printers, stand and/or walk over both even and uneven ground, occasionally lift and/or move up to 25 pounds. Hearing and vision within normal ranges with or without correction.
Additional Information Successful candidates must pass pre-employment credit checks, background checks, and drug screens.
Equal Opportunity Employer Orion Financial is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, national origin or any other federal or state protected class. We maintain a drug-free workplace and perform pre-employment substance abuse testing. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
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