Call Center Representative III

O. C. Credit Union • Santa Ana, CA

12d • Hybrid

About The Position

Under general supervision and direction, with an exuberant demeanor, provides members with general information regarding their accounts, credit union policies and services through extraordinary Member experiences: Connect, Discover, Deliver & Wow. Assists members with transaction requests, file maintenance, accurate and timely product and service information. By understanding Member preferences, and by providing ‘trusted advisor’ service, matches products and services that meet member’s financial needs, leading to building and deepening relationships. Actively recommend other credit union services and products. Perform accurate transactions and account maintenance. Provide enthusiastic, professional, accurate and efficient member service via the telephone. Call Center Rep III’s are accountable for achieving personal, Team and Credit Union sales and services goals, and continuing to develop their own professional proficiencies through the Call Center Development Tracks, to maximize their value to the organization.

Requirements

• At least one (1) year of experience in a call center and banking environment.
• Knowledge of sales and service preferred.
• Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner.
• Effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone.
• Computer knowledge and experience, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet.
• Accurately performs mathematical calculations.

Nice To Haves

• Knowledge of sales and service.

Responsibilities

• Provides members with general information regarding their accounts, credit union policies and services.
• Assists members with transaction requests, file maintenance, accurate and timely product and service information.
• Matches products and services that meet member’s financial needs, leading to building and deepening relationships.
• Actively recommend other credit union services and products.
• Perform accurate transactions and account maintenance.
• Provide enthusiastic, professional, accurate and efficient member service via the telephone.
• Achieve personal, Team and Credit Union sales and services goals.
• Continue to develop their own professional proficiencies through the Call Center Development Tracks.

Benefits

• Anthem & Delta Care USA Dental – From day one of employment!
• Life insurance at no cost to associates.
• 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar).
• Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
• Sick hours – 7 days per year
• Paid Holidays
• Annual performance merit increases
• Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities.
• Annual discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed