Nuvision Federal Credit Union is a member-owned financial institution based in Southern California, serving individuals and businesses through retail and commercial banking services. Its offerings include checking and savings accounts, IRAs, certificates, credit cards, insurance, and lending for vehicles, homes, education, personal needs, and commercial activity. Members can also use digital banking features such as mobile deposit, Zelle, and an AI-powered phone assistant, alongside branch, ATM, and online access. The credit union also provides financial wellness resources focused on helping members manage their finances.
Remote Member Contact Center Representative 1 at Nuvision Federal Credit Union
Serve Nuvision Federal Credit Union members remotely across Alaska, Arizona, Nevada, Texas, and Wyoming. Process accounts, payments, transactions, and product inquiries through multiple service channels.
Description
- Deliver high-quality member service through phone, email, web, mail, and fax channels
- Process deposits and withdrawals, review account and card transactions, handle loan payments, and provide basic online banking support
- Support depository and lending products while working toward cross-selling goals
- Follow assigned schedules and provide timely assistance within a phone queue
- Consult with members to identify needs, recommend solutions, and follow up on pending transactions
- Recommend suitable products and services based on member needs
- Open new Savings, Checking, Money Market, Trust, Certificate, and IRA accounts
- Complete account forms and agreements accurately
- Maintain accounts by processing address and name changes, ownership and beneficiary updates, closures, deceased-account procedures, and notary services
- Recognize and report suspicious behavior or suspected fraudulent activity
- Complete required training and compliance modules
- Protect the confidentiality of member and sensitive information
- Contribute to continuous-improvement efforts and represent the Credit Union professionally
- Handle other related responsibilities as assigned
Requirements
- At least one year of retail experience with a record of meeting or exceeding service and sales targets
- Basic knowledge of financial products and services
- Professional verbal communication skills and telephone etiquette
- Computer proficiency, including Microsoft Word, Outlook, and Excel
- Experience with remote signing and the ability to operate a webcam
- Strong follow-through
- Interpersonal skills to listen effectively, understand member needs, and anticipate concerns
- Strong written communication, including email grammar and spelling
- Member-service and organizational skills
- Ability to collaborate effectively with other departments as a team member
- Empathetic, caring interest in helping members through Conversations that Matter
- Willingness to make a difference
- Personable and professional approach
- High school diploma or equivalent
- Residence in Alaska, Arizona, Nevada, Texas, or Wyoming
Benefits
- Sign-on bonus for eligible external applicants
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Flexible Spending Account
- 401(k) matching
- Paid time off
- Training provided
- Tuition reimbursement
- Remote work arrangement