Credit Union Client Team Representative - Remote

Summary/Objective

The primary responsibilities of the Client Team Representative position is to resolve client/debtor requests received via phone system and if needed, transfer the call to the appropriate team for specific requests requiring additional assistance. In addition, respond to client requests for information regarding account updates or additional information provided. Facilitate the fulfillment of requests received via system from client utilizing email process and internal system. Review client accounts for potential incremental skip work as needed and engage client where applicable for skip work requests. Client Team Representative will be a key contributor in providing exceptional customer service to that fully supports our client relationships. Position can be remote if you live outside of Indiana. In office for candidates living in the Indianapolis, IN area.
Support and fulfill client and debtor requests via company phone system (Jive)
Answer client and debtor calls accordingly, provide accurate data entry and updates, research and review incoming requests for action needed by operations team
Support and fulfill client requests received via assignment system utilizing company system of record and email process.
Communicate with our clients in clear and precise manner to focused on request fulfillment
Must possess a professional phone demeanor
Ability to work in an ever-changing environment focused on providing exceptional service
Knowledge/use of internet and search engines and be capable of conducting internet research to support client, debtor assignment research, company operations, training and potential new projects
Bachelors Degree a plus
At least one year of call center, customer service or industry-related experience required
Multiple phone line experience preferred
Working knowledge of Microsoft Office, Outlook, PowerPoint, Word and Excel
Full suite of medical benefits, including dental, vision, 401k, pet insurance and more!
PTO and holidays
This is a full-time position. Evening and weekend work may be required as job duties demand.
Must be able to sit at a computer terminal for an extended period. e business office with computers, phone, printers, light foot traffic.
Location Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Location Services complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.