Customer Service Representative JN -052026-5945

1. Introduction:Job Title: Member Engagement Advisor IClient's | Company industry: Financial ServicesLocation: Miramar Florida - on siteJob Type: Full-Time2. Job Purpose:The Member Engagement Advisor I at Company in the Financial Services industry plays a vital role in assisting members with their financial needs, ensuring a positive member experience, and promoting Credit Union products and services.3. Essential Requirements:Experience in Customer service via phone in Credit Union or banking related products and services.Proven organizational and analytical skills.Ability to provide excellent service in a fast-paced environment.Fully Bilingual (English and Spanish).Experience in banking or related financial services customer service role.5. Core Competencies:- Strong interpersonal and communication skills.- Ability to multitask and adapt quickly.- Attention to detail.- Ability to maintain professionalism and confidentiality.6. Responsibilities:- Provide quality member-focused service via inbound and outbound telephone calls.- Process over the phone transactions and maintain member accounts.- Cross-sell Credit Union products and services based on member needs.- Ensure adherence to policies, procedures, security, and compliance.- Establish rapport with members to foster trust and loyalty.