Call Center Specialist I

San Diego County Credit Union•Mesa, AZ

3d•$24 - $30

About The Position

The position of Call Center Specialist I is established to provide prompt, professional and accurate information as well as to cross-sell credit union products and services to existing members to meet their needs and increase member satisfaction via the telephone. Actively participates in the promotion of credit union products and services to existing and potential members. Maintain quality service standards set by the organization.

Requirements

High school diploma or equivalent.
Effective human relations and communications skills with the ability to communicate clearly with all groups of people.
Minimum 6 months recent customer service experience.
Professional appearance and demeanor.
PC literate; including standard Microsoft Office applications.

Nice To Haves

Symitar experience preferred.
Financial Institution experience preferred.

Responsibilities

Promptly answer all incoming calls in a polite manner; determine nature of caller’s business and personally assist the caller.
Assist members in conducting routine transactions by telephone utilizing the Symitar computer system.
Determine membership eligibility, quotes savings rates and open new accounts by telephone and mail. Follow up on incomplete documentation to clarify and resolve any outstanding items.
Assist members with problems and or questions requiring research and resolution.
Perform file maintenance and follow up procedures to include online data changes.
Actively cross-sell products and services to members, and track in accordance with credit union rules and procedures.
Prepare member correspondence, subject to Supervisor approval.
Assist members with general questions regarding all products and services. Assist members with basic technical support and troubleshooting, basic loan and IRA product information.
Actively participates in credit union and department sprints and initiatives.
Follow all established policies and procedures, including but not limited to proper authentication and verification.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Assist members with general questions regarding on-line products and services.
May assist as secondary support for Live Chat as business needs dictate.
May perform audit functions, balance department totals or other support as assigned by management.
May provide guidance and training to other employees.
Perform other duties as assigned.