Xceed Financial FCU
Contact Center Associate - East Coast (Finance)
At Xceed Financial, we exist to serve our Members' financial needs and help them realize their dreams by providing banking, wealth management, and financial education services. All Associates must exemplify our values of a Will Do Attitude, Conscious Leadership, and Collaboration in their behavior as we make our Members' dreams a reality. Our competitive edge requiers that our Associates Know & Care about our Members, are Engaged & Expert as true financial partners that also strive to be Easy & Convenient to bank with.
PRIMARY FUNCTIONS
Provide member phone service for XFCU on a nationwide level. Cross-sell XFCU financial products and services to members and potential members. Assist with member transactions and account resolutions. Resolve account problems. Complete assigned projects.
RESPONSIBILITIES & DUTIES