Call Center Representative I

Priority One Credit Union•South Pasadena, CA

About The Position

Responsible for handling a variety of customer service calls in a prompt and courteous manner. Resolves customer questions and problems regarding accounts, orders, payments, products, and services. Completes and maintains related reports, records, and files. Handles incoming messages through Digital channels. Supports the Operations Team when needed. Cross-sells products and services and supports all functions within the Call Center.

Requirements

High School graduate or equivalent
General knowledge of company policies and procedures
Basic understanding of company products and services
At least 1 year of customer service in a call center environment
Excellent communication and public relations skills
Ability to work well under pressure
Ability to use basic computer and related software applications including Microsoft Word and Excel
Solid math skills and bookkeeping abilities

Responsibilities

Receives customer telephone questions and complaints in a professional manner.
Completes research and resolves documentation errors or discrepancies. Forwards more complex problems to Call Center Lead or Supervisor.
Provides general information to customers on Company policies, procedures, and programs.
Provides basic information to customers on accounts, orders, payments, products, and services.
Performs basic maintenance functions on accounts.
Handle customer messages on web and chat as needed.
Maintain a good knowledge of products and services and cross sells products.
Maintains and projects the Company's professional reputation.
Keeps supervisor informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends and participates in meetings as required.
Assists other departments as necessary.
Performs related clerical duties as needed.
Keeps work area clean, secure, and well maintained.
Actively and professionally cross-sells products and services.