Role:
By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Representative is responsible for assisting members and potential members with their telephone and electronic correspondence requests. This role involves answering questions about products and services, resolving issues within their authority, processing transactions, and directing calls to the appropriate department when necessary. The eTeam Service Representative also identifies cross-sell opportunities, maintains accurate member account information, and supports remote service requests, ensuring efficient and professional service delivery.
Essential Functions amp; Responsibilities:
- While meeting the service standards for the credit union, assist members and potential members with their telephone and electronic correspondence requests; answer questions about products and services and resolve problems that are within their authority to resolve; provide applications as requested; refer problems that are beyond their authority to their supervisor, along with their recommendations. Process Remote Contact requests in the same fashion as answering and handling telephone requests/issues. Identify crosssell opportunities and cross-sell services to members. Maintain action log as required for review.
- Perform transactions related to ATM/Debit Card programs including ordering cards and placing blocks per credit union guidelines. Provide information regarding these transactions and resolve issues that are within authority. Refer issues not withing authority to manager. Provide information on remote services.
- Maintain knowledge of all products and services offered. Follow all security policies and report suspicious activity to manager.
- Maintain member account information on computer system.
- Assure that appropriate records are maintained .
- Willingly assist other departments as needed.
- Performs other duties as assigned.
Performance Measurements:
1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities
together ensuring words and actions align with the Park VIBE that defines our Core Values:
• Vibrant Connections
• Inclusive Excellence
• Bold Compassion
• Endless Empowerment
2. To provide friendly, professional and accurate service and support to all members and coworkers.
3. To accurately receive calls daily and effectively troubleshoot or direct the call.
4. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to
telephone messages within the same day received.
5. To process member transactions with zero errors.
6. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all
regulations.
7. To maintain a professional work environment, promote teamwork, build respect among coworkers and
present a businesslike appearance.
8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager
immediately.
Knowledge and Skills:
Experience: Six months to two years of similar or related experience.
Education: Equivalent to a high school education.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills: Good listening and telephone skills.
Physical Requirements:
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform
the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.
PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law,
reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit,
stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.
Company Description:
Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all.
Park Community Credit Union is an Equal Opportunity Employer/VETERANS/DISABLED
