Account Services Rep I

Eglin Federal Credit Union

Fort Walton Beach, FL

Account Services Rep I Location Fort Walton Beach, FL : Starting Pay: $17.68 Position Closing Date: 10/22/2024 Role: Answers inbound calls in an efficient and professional manner, primarily assisting callers with credit union products and services, account transactions and account related questions and/or problems. Assists co-workers in performing all departmental duties and backs up switchboard operator as needed. Essential Functions & Responsibilities: Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Identifies cross-sell opportunities and cross-sells services to members. Ensures the appropriate records are maintained and required reports are prepared. Assists other departments as needed. Maintains member account information on computer system. Performs other job related duties required or assigned. Performance Measurements: Performance Measurements are not assigned. Knowledge and Skills: Experience One month to twelve months of similar or related experience. Education A high school education or GED. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills Good listening and telephone skills; able to operate a 10-key calculator, typewriter, and computer keyboard; able to make decisions with minimum information. Physical Requirements Work Environment
This is not a complete statement of all duties and responsibilities comprising the position.

Posted 2025-11-15

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