Call Center Specialist
About The Position
The Call Center Specialist position requires an outgoing and enthusiastic professional interested in building upon new and existing member relationships in a proactive, fast paced, retail sales environment in the Credit Unions retail branches and call center. This position is responsible for processing a variety of member teller transactions while also responding to member requests via telephone and the Credit Union’s e-services platforms. Additionally, the Call Center Specialist will assist in opening new memberships and accepting loan applications for new and existing 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.
- Reliable means of transportation.
Responsibilities
- Assists members and potential members with their requests in person or by telephone.
- 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 in person and through the telephone.
- Responsible for meeting sales goals and expanding the member relationship.
- Performs all teller functions, such as processing deposits, withdrawals, payments, transfers, selling money orders, maintaining cash drawer, and accurate knowledge of cash advances.
- Monitor and respond to online banking inquiries and text messaging.
- Prepare e-sign packages and assist members in the proper completion and electronic signing of documents.
- Accept loan applications in person and over the phone. Explains a variety of lending options and products to members in a professional and courteous manner.
- Obtain and analyze credit bureau reports, verify information, calculate debt ratios and submit loan applications in the Credit Union’s Loanwriter software.
- Travels among all Credit Union branch locations and the Call Center to provide support during staffing shortages.
- Demonstrates a strong working knowledge of Credit Union products and services and is responsible for meeting or surpassing individual sales goals
- Educate members on online banking and bill pay services.
- Performs other related duties upon request.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
