Provide omnichannel assistance to members and potential members via in-depth knowledge of all credit union departments.
Create consistent positive member experiences through active listening, de-escalation skills, and knowledge of Connexus products/services/processes.
Maintain trust and integrity by ensuring members' information and transactions are held in confidence and safeguard members’ assets through strict adherence to risk mitigation procedures.
Provides friendly, expedient, competent and professional customer service to members via telephone and/or written correspondence.
Cross-sells Credit Union products and services.
Supports a sales and service environment focused on the credit union’s mission, vision and core values.
Grow Financial Federal Credit Union provides financial services to its members. They have 600 team members and are dedicated to a diverse, collaborative culture where you can grow personally and professionally.
Respond to all membership emails within a 4-hour window during business hours.
Monitor and respond to questions in Slack from members or internal teams.
De-escalate and professionally handle emotionally sensitive inquiries from patients or members.
Honeydew aims to transform skincare by making it accessible and affordable. Their team is dedicated to providing compassionate, personalized care to help patients achieve their skin health goals.
Communicate with our members via phone and email. exhibiting care in every interaction
Listen to our members, providing empathy and solutions to their unique needs
Accurately document Member interactions and activity
Achieve is a leading digital personal finance company that provides innovative, personalized financial solutions. They have over 3,000 employees in hybrid and work-from-home roles across the United States with hubs in Arizona, California, and Texas and put people first.
Provide our customers immediate support via live-chat/messaging, email, ticketing, social media, and phones.
Leverage your deep understanding of our Internal Support Portal to address our users’ concerns quickly and accurately.
Make recommendations for members with your deep knowledge about Forma’s product.
Forma's flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies. They give employees more choice and flexibility in how they spend their benefit allowances and has helped hundreds of the world’s most admired companies.
Communicate with members via phone and email with care.
Listen to members and provide empathy and solutions.
Accurately document member interactions and activity.
Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving. They have over 3,000 employees in mostly hybrid and work-from-home roles across the United States, with hubs in Arizona, California, and Texas. They put people first.
Communicate directly with Ground News subscribers across web, mobile, browser extension, and newsletter products.
Respond with clarity, empathy, and accuracy; even when questions touch on complex or sensitive political topics.
Identify patterns, bugs, and recurring pain points, and document and communicate actionable insights to Product and Engineering.
Ground News is a platform that helps compare news sources and break free from algorithms. They offer a news comparison platform to engage with news beyond filter bubbles and are supported by readers who pay for a subscription.
As the first point of contact, you'll assist patients and providers.
Interwell Health is a kidney care management company that partners with physicians to reimagine healthcare. They aim to set the standard for the industry and help patients live their best lives and is committed to diversity, equity, and inclusion.
Take ownership of a portfolio of 7-9 accounts, including several large customers in active onboarding.
Build relationships with executive sponsors and key day-to-day contacts.
Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures.
Clutch is a vertical SaaS company backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. They develop software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans.