Call Center Representative

CommonWealthSan Jose, CA
Onsite

About The Position

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. We are currently accepting applications for a full-time Call Center Representative at our San Jose Corporate Office.

Requirements

  • At least six months to two years of similar or related experience.
  • Exceptional customer service skills are required.
  • Excellent listening and telephone skills.
  • Outstanding verbal communication skills required.
  • A professional appearance and demeanor are required.

Nice To Haves

  • Prior experience working in a credit union or bank strongly preferred.

Responsibilities

  • Provide compassionate guidance to help our members enhance their financial well-being.
  • Assist members and potential members with their telephone requests; answer questions about products and services; resolve problems that are within authority to resolve such as review deposits made through remote delivery channels for release of funds; refer problems that are beyond authority to supervisor, along with recommendations.
  • Assist members with all transactions, including opening accounts, loan payments, cash advances, and payments by phone in a timely manner while providing compassionate, courteous and accurate service.
  • Provide technical support for all inquiries associated with current and future online services (i.e online banking, bill payment).
  • Research and resolve plastic card problems.
  • Review transactions and fraud alerts.

Benefits

  • 13 paid holidays
  • 17 days of Paid Time Off (PTO) during first year of employment
  • Up to 2% discounts on loans--including first mortgages
  • 401(k) Plan with Company Match
  • Medical, dental, vision insurance
  • Long-term disability insurance
  • Life insurance
  • Voluntary insurance
  • Employee assistance program
  • Financial Wellness benefits and resources
  • Tuition reimbursement
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