Call Center Representative - Main Office

Texas Bay Area Credit U•Houston, TX

4d•Onsite

About The Position

In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Call Center Representative is responsible for assisting members over the phone with financial transactions and delivering exceptional member service.

Requirements

A high school education of GED
One year to three years of similar or related experience, previous call center experience preferred
Completion of required training courses
Proficient in MS Office and computer skills
Attention to detail and strong organizational skills
Analytical, problem resolution, and decision-making skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion

Nice To Haves

previous call center experience preferred

Responsibilities

Respond to all inquiries, complaints, and questions from callers in a courteous and professional manner.
Maintain confidentiality concerning member accounts and credit union business.
Keep abreast of all credit union products and services to the extent that you are able to answer all member questions. This includes marketing promotions, membership eligibility, general knowledge regarding loan servicing, accounting inquiries, rates, etc.
Research member accounts as needed and follow-up with members in a timely manner.
Actively promote and sell credit union products and services by recognizing member needs and matching services and products according to needs. Maintain proper documentation for tracking.
Maintain daily log of incoming phone calls.
Participates in the Performance Reward Program.
Processing emailed loan applications, processing verifications of deposit, and retrieving and responding to emails from members.
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas’s Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.