GENERAL SUMMARY:

Under direct supervision of the Supv, MCC Support and/or the MCC Team Manager, this position is responsible for performing duties related to service and sales production, acts as a financial advisor; and performs related work as assigned. This position will perform transactions that require accuracy and provide information in a timely manner. 

NATURE AND SCOPE OF POSITION:

This position is based in the Member Contact Center. The role works within established guidelines to perform routine member service transactions.  Successful performance of the work requires good knowledge of sales, service, policies and procedures, and basic financial analysis. Responsibilities include direct contact with Credit Union members and staff regarding inquiries, product offerings and lead generation.  

SUPERVISORY RESPONSIBILITIES:

There are no supervisory responsibilities but may be expected to take the lead on assigned projects and may oversee the work of others working on assigned projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

NON-ESSENTIAL DUTIES AND RESPONSIBILITIES:

Performs other duties including special projects as assigned.

MINIMUM QUALIFICATIONS

     Knowledge, Skills and Abilities:

Education, Training and Experience:

Potential candidates for this position must meet the following requirements:

One year of relevant professional-level work experience may be substituted for one year of required education.

WORKING CONDITIONS:

PHYSICAL ABILITIES, MENTAL DEMANDS, AND WORK ENVIRONMENT

Must be able to exercise sound judgment, effectively plan and be well organized, have excellent oral and written communications skills, work well under changing timelines, take the initiative and be flexible and cooperative. Accuracy, timeliness and maintaining confidentiality related to member, employee information and company records is required.

While performing the job duties of this position, the employee is regularly required to sit; talk or hear in person and by telephone; use hands to operate standard office equipment; reach with hands and arms; lift minimum 10 lbs.

The employee is frequently required to walk and stand. Vision abilities required by this job include close vision and the ability to adjust focus to read and operate office equipment, as necessary. The employee works under typical office conditions and noise levels. 

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.