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customer service leadership training microsoft excel microsoft word

πŸ“‹ Description

  • Knowledge of credit union resources, services, policies, and member/customer service procedures.
  • Analyzes performance of existing products for enhancements.
  • Recommends new products or enhancements to management.
  • First-level contact for escalated Card Services issues.
  • Assists customers via telephone with inquiries, account info, transactions, and eligibility.
  • Monitors call volume, abandon rates, and productivity; ensures coverage.

🎯 Requirements

  • Associate degree or equivalent preferred.
  • 3–5 years of card service experience.
  • 1–2 years of management-related experience.
  • Knowledge of Reg E, Reg Z, Card Act compliance.
  • Strong skills in Microsoft Excel, Word, and Access.
  • Attends training classes for job duties and career development.

🎁 Benefits

  • Remote or hybrid work options based on position.
  • 401(k) with employer match up to 6% and immediate vesting.
  • Health insurance with PPO plans.
  • FSA/HSA options and other accounts.
  • Dental and Vision insurance with employer contributions.
  • Vacation Leave, Sick Leave, and 11 paid holidays.
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