Call Center Specialist

Coreplus Federal Credit Union • Norwich, CT

51m • $19 - $25 • Onsite

About The Position

Under the supervision of the Call Center Manager, and in compliance with established policies and procedures, the Call Center Specialist performs a variety of call center related functions, such as assisting members and potential members with their telephone requests, responding to account related or service problems and directing phone calls to the appropriate area. The Call Center Specialist is also responsible for upselling and cross- selling additional products and services to members and potential members.

Requirements

• High school diploma or equivalent.
• One year related Call Center and financial services experience and/or training preferred.
• Intermediate knowledge of various technical platforms including Microsoft office (excel, word etc.) with a basic knowledge of Microsoft windows.
• Ability to work well on teams and independently while keeping internal and external service top of mind.
• Ability to interpret a variety of instructions furnished in written, oral or schedule form.
• Excellent communication skills.
• Knowledgeable and proficient in the use of computers and computer software such as; Microsoft Office (Word, Excel).
• Possess a strong sales and service mentality, desire to succeed, and good organizational/interpersonal skills with a strong member focus.
• Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures.

Responsibilities

• Assists members and potential members with their telephone requests.
• Answers questions about products and services the Credit Union offers while also resolving problems.
• Identifies cross-sell opportunities and cross-sells products and services to members through inbound and outbound calls.
• Responsible for meeting sales goals for self and team and expanding the membership.
• Monitor and respond to iBanking inquiries and text messaging.
• Prepare e-sign packages and assist members in the proper completion and electronic signing of documents.
• Accept incoming calls for loan information. Explains a variety of lending options and products to members in a professional and courteous manner.
• Process online loan applications.
• Obtain and analyze credit bureau reports, verify information, calculate debt ratios and submit loan applications in the Credit Union’s Loanwriter software.
• Educate members on iBanking and ePayment services.
• Performs other related duties upon request.

Benefits

• Medical, Prescription, and Dental Insurance – up to 80% Employer Paid
• Vacation, Sick Time, Personal and Holidays – Credit Union Paid
• 401K Retirement Plan with matching up to 6.00%
• Employee Assistance Program – Credit Union Paid
• Life Insurance 2 x salary – Credit Unit Paid
• Short-term / Long-term Disability, and AD&D Insurance – Credit Union Paid
• Bonus Program
• Educational Tuition Assistance
• Credit Union Service Benefits

What This Job Offers

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