Client Services Specialist I
CO-OP Financial Services - Southfield, MI

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Job Description:
CO-OP Financial Services, the nation’s largest credit
union owned EFT network and processor, is looking for a
Client Services Specialist I in Rancho Cucamonga, CA.
The Client Services Specialist provides the highest
quality customer care to CO-OP Financial Services credit
unions, providing timely problem resolution while
managing special projects as assigned.

Duties and Responsibilities include:
  • Treat each caller with respect, enthusiasm and
  • Give highest priority, over all other projects and
internal tasks, to customer calls and requests.
  • Enter and maintain accurate call tickets for all
inquiries received and other major issues. Provide
daily updates to customers on issues that are
  • Fully comprehend and be able to interpret daily and
month-end reports available to CO-OP Financial
Services Credit Unions in order to assist and answer
client questions and refer them to the appropriate
reports for future inquires.
  • Assist CO-OP Financial Services credit unions in
Transaction research, ATM error troubleshooting,
card ordering processing, settlement report
balancing, hardware and compliance documentation,
database change instructions.
  • Maintain working knowledge and provide support for
all eFunds/CO-OP applications and products, both
current and new.
  • Demonstrate CO-OP Service Promises.
  • Assist with the training of new employees.
  • Must react to change productively and handle other
essential tasks as assigned.
  • Regular attendance and punctuality as a full time
employee in order to daily exercise all of the
essential functions
To perform this job successfully, an individual must
have working knowledge of MS Office software along with
excellent customer service and telephone skills for
heavy contact with credit unions and customers.
Incumbent must be detail oriented, demonstrate good time
management skills, display good follow-up skills and
have good verbal and written communication skills.
Training skills preferred, as they are often called upon
to educate credit union personnel via the telephone.
We are looking for someone with a High school diploma or
general education degree (GED); with at least 2 years
customer service experience in an office or call center
environment. Experience in a financial institution or
EFT industry with accounting experience is desirable.
Internal candidates must have been at performance level
3 for the last twelve months.
If you or someone you know can perform the duties and
responsibilities required of the Client Services
Specialist I and have the skills and experience
required, please submit your resume to be considered for
the opportunity.
% of Travel Required : None

CO-OP Financial Services - 2 years ago - save job
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