Provide internal and external member service by responding to calls in all in bound queues related to product information, account details, loan applications, establishing new accounts for existing members, etc. Conduct outbound calls as directed. Establish long term financial relationships with members by identifying needs and recommending solutions, including Credit Uni

Use working knowledge obtained from the Series 7 & 66 certifications to support new memberships, accounts, loans, and investment services for members. Utilize resources to ensure quality member service. Monitor and complete member care calls and assist with loan queues to expand on cross selling opportunities. Support Contact Center with inbound member calls as necessary.