- Engage with members across calls, chats, and secure messages to deliver professional service.
- Manage multiple, simultaneous interaction channels to handle transactions like withdrawals, loan payments, and wire transfers.
- Provide technical support and troubleshooting for online banking and digital services.
- Follow security protocols, including Member Identification Program (MIP) procedures, to ensure account safety.
- Identify sales opportunities and recommend relevant loan programs or financial products.
- Meet or exceed individual production and referral targets while adapting communication style to the channel.
Customer serviceActive listeningTechnical support