- Greet and welcome members in a professional manner via phone channel.
- Process member transactions including withdrawals, loan payments, and wire transfers.
- Answer member inquiries regarding account statements and loan payoffs.
- Provide technical support for online banking, troubleshooting, and self-help guidance.
- Follow Member Identification Program and security procedures for high-risk transactions.
- Identify and promote sales opportunities to meet member needs and production goals.
Customer serviceActive listeningTechnical support