Call Center Representative I

CENTRAL STATE CREDIT UNION • Stockton, CA

just now • $22 - $27 • Onsite

About The Position

The Call Center Representative I’s primary responsibility is to respond to member requests received over the phone and through correspondence received in the mail and email. This role performs assigned teller tasks associated with the processing of member transactions such as posting deposits, loan payments and check withdrawals. The representative is responsible for following proper identification procedures and performing a variety of account transaction requests received by phone including, but not limited to, deposits, loan payments and transfers. They will research and resolve member questions, problems and concerns by telephone, written correspondence or in person. Additionally, the role may be responsible for receiving and taking applications for loan products and maintaining an accurate and legible record of all transactions. Adherence to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA, and other federal/state compliance regulations is required. The representative must maintain up-to-date knowledge of credit union policies, procedures, products and services. Other related duties as assigned.

Requirements

• Knowledgeable in all aspects of the Credit Union operations.
• Strong verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Strong organizational skills and attention to detail.
• Strong time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.
• High School Diploma.

Nice To Haves

• Minimum three to six months prior call center environment experience or equivalent preferred.

Responsibilities

• Performs assigned teller tasks associated with the processing of member transactions such as posting deposits, loan payments and check withdrawals.
• Responsible for following proper identification procedures, performs a variety of account transaction requests received by phone including, but not limited to, deposits, loan payments and transfers.
• Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.
• May be responsible for receiving and taking applications for loan products.
• Responsible for maintaining accurate and legible record of all transactions.
• Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA, and other federal/state compliance regulations.
• Maintains up-to-date knowledge of credit union policies, procedures, products and services.
• Performs other related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED