Contact Center-Virtual Communications Specialist chez Envista Credit Union

What this role looks like: 

To assist members and potential members with their financial service needs over the phone. This position requires an individual with a positive, outgoing attitude who can succeed at enhancing Envista's relationship with our members. The role is supported by a collaborative and fast-paced team environment with a variety of opportunity to identify cross sell opportunities and develop overall job knowledge in many areas of the financial industry. General responsibilities include problem solving, upholding member service standards and recommending appropriate products to enhance the member’s banking experience.  Successful candidates must make a professional appearance, be enthusiastic, dependable and service-minded. They will also share Envista's Core Values of Integrity, Empower, Unity, Impact, and Exceed. 

What you'll do: 

• Assist members and potential members with their financial service needs, identify and cross sell products and services beneficial to members, answer questions about products and services and resolve problems that are within their scope authority. Refer problems that are beyond their authority to their Manager or appropriate department, along with their recommendations.
• Ensure member and account information is correctly entered into data system, process documentation as necessary, provide required information to Branch staff for disbursement in a timely fashion; follow up to ensure all aspects of the transaction have been correctly and satisfactorily completed.
• Act as liaison between members and other departments.
• Assure that appropriate records and documentation are correct and well maintained.
• Perform other related duties as assigned.