Credit Union:

Rogue Credit Union


Medford, OR



Job Description:

Greets and assists members with active listening skills providing accurate information and service to members via phone, electronic services, and the Express Teller Machines. Demonstrates knowledge of the Credit Union’s Vision, Mission, Values, and Loyalty Culture, using the Service Promises to build loyal members through each individual member experience.

Essential Functions & Responsibilities:
50% Greets members either by email, chat, online banking case, Express Teller Machine, or any other remote channel in a friendly and professional manner using the five Service Promises to assist, resolve, and complete member request. Utilizes advanced problem solving and decision making skills. Includes but is not limited to deposits, withdrawals, transfers, loan payments, stop payments, card orders/replacements, statement/check copies, address changes, general maintenance and other operational tasks or assistance with other member needs as determined. Provides unsurpassed member/potential member service experience in all interactions.

30% Supports eBranch and Remote Delivery Center by working with members and other resources to find answers and resolutions. Takes ownership of situations within authority limits or refers to others within the Credit Union as needed.

15% Maintains knowledge of credit union products/services, identifies cross sell/referral opportunities and makes applicable suggestions. Participates in credit union promotions, Also maintains technical knowledge to successfully perform all duties.

5% Proactively performs other duties as needed or assigned.