Call Center Agent - Ocala
About The Position
Role Assist members and potential members with phone requests by explaining products and services while also resolving inquiries and issues. A knowledgeable and effective communicator is essential to promote products and services that enhance the member's financial relationship with CAMPUS. Essential Functions & Responsibilities Exemplifies the core values of CAMPUS while supporting our strategic priorities for members, employees, and community. Maintains the highest standard of professionalism, integrity, and confidentiality Assist members and potential members with their telephone requests. Answer questions about products and services, resolve problems within their authority, and refer issues beyond their authority to their supervisor along with their recommendations Handles the processing of loan applications for members, reviewing each request to ensure alignment with their financial needs. Identifies other lending products that could enhance their borrowing experience and provide greater financial flexibility Strive to meet established call volume, production, call review scores, and adherence goals Identify cross-sell opportunities and promote products and services to members Assure that appropriate records are maintained and required reports are prepared Performs other duties as assigned Adheres to and follows all governmental regulations and policies
Requirements
- High School Diploma or GED
- Attention to Detail
- Collaboration and Teamwork
- Communication
- Confidentiality and Discretion
- Conflict Resolution
- Cross-Selling
- Excellent Member Service
- Microsoft Office Products
- Problem Solving
- Product Knowledge
- Time Management and Organization
Nice To Haves
- Lending experience
Responsibilities
- Assist members and potential members with phone requests by explaining products and services while also resolving inquiries and issues.
- Answer questions about products and services, resolve problems within their authority, and refer issues beyond their authority to their supervisor along with their recommendations
- Handles the processing of loan applications for members, reviewing each request to ensure alignment with their financial needs.
- Identifies other lending products that could enhance their borrowing experience and provide greater financial flexibility
- Strive to meet established call volume, production, call review scores, and adherence goals
- Identify cross-sell opportunities and promote products and services to members
- Assure that appropriate records are maintained and required reports are prepared
- Performs other duties as assigned
- Adheres to and follows all governmental regulations and policies
Benefits
- Health Insurance (medical, vision, dental)
- Life Insurance
- Paid Time Off
- Paid Holidays
- Defined Benefit Pension plan
- 401(k) with up to a 5% company match
- Short & Long Term Disability Insurance
- Tuition Reimbursement
- Paid Parental Leave
- Employee Wellness Reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
