Client Services Representative I - In Office

Full Time
Clive, IA 50325
Posted
Job description

THE OPPORTUNITY:

  • We are seeking a talented Client Services Representative I to provide the highest quality customer care to Co-op Solutions credit unions and other internal clients by providing timely problem resolution in order to assist with managing and retaining existing client relationships while managing special projects as assigned.

Pay: $23/hour

In Office Position

Hours: Monday - Friday, 10am -7pm CT

WHAT YOU CAN LOOK FORWARD TO:

  • Maintaining a high level of client satisfaction by treating each client with respect, enthusiasm and professionalism.
  • Act as a liaison between clients, internal, and external support.
  • Coordinate the activities of all service functions to ensure that the goals and needs of the clients are met.
  • Answer incoming calls and emails.
  • Researches and resolves client inquiries (i.e., system functions, system problems, cardholder issues, etc.).
  • Create and maintain accurate cases for inquiries received.
  • Fully comprehend and be able to interpret all daily and month-end reports available to Co-op Solutions Credit Unions in order to assist and answer client questions. Have the ability to refer clients to the appropriate reports for future inquires.
  • Assist Co-op Solutions credit unions in transaction research, ATM error troubleshooting, card ordering processing, settlement report balancing, hardware and compliance documentation, database change instructions.
  • Exhibit complete working knowledge and provide support for all Co-op applications and products, both current and new.
  • Handle any special projects as assigned by management.
  • Demonstrate Co-op Service Promises.
  • Must react to change productively and handle other essential tasks as assigned.
  • Other duties as assigned.

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WHAT YOU’LL NEED TO SUCCEED:

  • Knowledge of Microsoft Office applications is preferred.
  • Troubleshooting skills necessary.
  • Ability to multitask.
  • Adapt to a fast-paced environment.
  • Desire to learn.
  • Dependable.

REQUIRED EDUCATION and EXPERIENCE:

  • High school diploma or general education degree (GED); with at least 2 years of Customer Service experience in an office or call center environment.
  • Credit Union experience is preferred.
  • Internal candidates must have been at performance level 3 for the last twelve months.

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THE PERKS

  • Fun, challenging and, collaborative work environment with passionate colleagues that care deeply about the intersection of technology and human-centered financial services.

  • Great Work/Life Benefits – Paid Time Off (PTO), Maternity, Parental, Family Care, Adoption Leave Programs, Community Volunteer Time Off, and 12 Paid Holidays.

  • Health benefits – medical, dental, & vision plus wellness programs and gym reimbursements.

  • 401K with generous company match.

  • Tuition reimbursement.

  • Engagement Resource Groups - Women in Tech, Pride Alliance, Black Financial Technology Professionals, Veterans, and more to come.

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