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Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Job Summary:

Provides exemplary member service to our new and existing member base, assisting members with account inquiries and resolving any issues they may be experiencing regarding on-line banking, their Credit Union accounts and loans. This is accomplished through email and phone communication with the goal to grow membership through educating callers on credit union products and services.

Essential Functions and Responsibilities:

  • Answers phones and emails, determines and meet member’s needs in a responsive, efficient manner

  • Work across departments and branches to assist members with products, services, questions and issues

  • Provides advice, counsel and solutions directly to member inquiries

  • Open new membership accounts

  • Welcomes new members to the Credit Union and educates them on available products and services

  • Interviews members regarding service level received and determining potential member referrals

  • Source and recruit new members to join the credit union

  • Process all plastic card requests, debit/credit cards

  • Research and resolve issues that arise connected to plastic cards

  • Provides support to members with certificate renewals

  • Order and send out welcome packets to all credit card holders

  • Review emails that come into the Call Center and verify everyone’s address

  • Process all request that come in from Suspensions and Social Security

  • Route all company outgoing mail and process any returned mail

  • Process pay by phone account payments and take fee from member accounts

  • Process all credit card balance transfers

  • Adhere to regulatory and legal compliance within the Call Center

  • Work with manager to create and maintain reporting determining service levels to include but not limited to call volume, call type, call times, calls dropped, etc.


  • High school diploma, or GED, some college preferred

  • Minimum 2 years customer service experience in a call center or financial services environment

  • Must be able to meet and exceed established sales and service goals and targets

  • Professional demeanor includes treating all with tact and diplomacy

  • Demonstrated superb follow-through and organization skills

  • Excellent communicator both verbally and in writing

  • Strict attention to detail, errors cannot occur

  • Proficient using Microsoft Word and Excel

  • Ability to work with all levels of social economic members

Ohio Catholic Federal Credit Union

About Ohio Catholic Federal Credit Union:

We are the largest faith based credit union in Ohio. We are growing within the state of Ohio, providing opportunity for our employees to develop with our company. Our employees are truly appreciated and valued. We have been in business for over 60+ years as a full-service financial institution.

Company website:

Company address: 8600 Alexandria Drive, Macedonia, OH 44056

Posted date: 8 days ago

View all Jobs at Ohio Catholic Federal Credit Union