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Skyward Careers

JOB SUMMARY:

  • Accurately and efficiently process transactions such as customer deposits and cashing checks
  • Assist members with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate

JOB RESPONSIBILITIES:

  • Inform and educate members on how to conduct simple transactions through self-service technologies
  • Follow established policies, procedures and guidelines to protect both our members and Skyward Credit Union
  • Listen carefully and connect with members to understand their top financial priorities and to uncover products and solutions that will benefit them
  • High level of confidentiality required due to level of position
  • Perform other duties as assigned

EDUCATION/ EXPERIENCE:

  • High school graduate or GED required; some college preferred
  • Minimum of six months customer service experience in financial services, retail sales or a goal-oriented environment

QUALIFICATIONS:

  • Ability to respond and assist customers with inquiries and/or problem resolution
  • Ability to work effectively as a team member
  • Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances
  • Ability to sell customers on meeting with a sales associate to learn about products/services
  • Strong communication skills (including verbal and non-verbal) and active listening skills
  • Careful attention to detail and time management
  • Proficiency in basic computer skill

Schedule: Full-time

Job Level: Individual Contributor

Shift: First Shift

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