Client Service Representative - CU* Answers

• Provide day-to-day software support to customers via the telephone. Research problems as necessary and                      provide resolutions to customers.  Escalate calls according to department expectations to Level 2/ Account Executive or other teams as outlined. 
• Research and document software problems and forward them to Account Executive for processing.
• Take responsibility for increasing job knowledge, familiarity with credit union operations, and training and problem-solving skills.
• Maintain a positive contribution as a member of the Client Service team and complete all tasks assigned by management to meet team objectives.
• Provide on-site support and training as needed.
• Complete all other duties as assigned by management.

• High School graduate or equivalent is required.
• Familiarity with credit union operations is preferred. 
• Excellent verbal communication and telephone skills; ability to compose single correspondence or other materials as directed.
• Ability to use discretion when dealing with sensitive or confidential data.
• Experience and aptitude using Microsoft application software (Outlook, Word, Excel, and PowerPoint) preferred.  
• Superior typing, telephone and basic clerical skills preferred.
• Excellent organizational skills: ability to effectively handle multiple priorities and meet deadlines.
• Thoroughness, excellent attention to detail; ability to take initiative and work independently.
• Requires valid driver’s license.  

CU*Answers offers a wide array of career opportunities ranging from software development to customer service roles. With our employee development initiatives, we focus on our employees finding a career, not just a job. CU*Answers has a proven track record of developing staff members and promoting from within. If you are ready to join a team built on the principles embedded throughout the credit union industry, check out our career opportunities today!