Contact Center - Member Service Representative - Virtual

SESLOC Credit Union • San Luis Obispo, CA

9d • Remote

About The Position

At SESLOC, it is the people that make the place. Rooted in academics, and locally headquartered for over 80 years, we are the credit union with the funny name. But to us, financial dreams and goals are serious business. SESLOC Credit Union is looking for a fun and energetic person to help us create an exceptional experience for the members that we serve. As a Contact Center Virtual Member Service Representative, you will spend your day assisting existing and new potential members via telephone. In addition to handling a variety of member service calls in a prompt and courteous manner, you'll resolve member questions and problems regarding account statements, loans, payments, automatic transfers, interest rates, share certificates and IRAs. You'll promote financial well-being by making outbound sales calls for loan growth opportunities and be responsible for achieving sales goals for Credit Union products and services. You will perform support function for electronic and card services; perform a wide variety of complex processing functions in member service areas to assist members and support Branch Operations. Refer Credit Union services and supports all functions within the Call Center. Act as a registered Mortgage Loan Originator (MLO) responsible for interviewing applicants and originating Home Equity Line of Credit (HELOC) loans. Provide mortgage related information to members which may include rates, terms and explanation of lending processes. A successful bilingual Contact Center Virtual Member Service Representative will possess the following skills and traits: Meet service level objectives for phone calls, emails and all other communication levels. Ensure interactions with members and potential members are handled professionally and accurately. Ability to work with the team to meet goals and objectives. Ability to work in a fast-paced environment. Demonstrates and maintains proficiency in technology applications used at the credit union. Strong communication skills, both verbally and in writing. Prior financial institution experience required. For a detailed description of job responsibilities, please view the attached job description. Education/Experience: High school diploma or GED required and three to five years of similar or related experience in loans, including time spent in preparatory position or equivalent combination of education and experience. As a Contact Center Virtual Member Service Representative, you will be based out of the San Luis Obispo headquarters location. Our schedules range from 8am to 6pm Monday through Friday and include Saturdays on rotation from 9-1. Be sure to attach a cover letter explaining how you are the perfect fit for this role along with a current resume. Bilingual (English/Spanish) is preferred. EOE All job offers extended to final candidates at SESLOC Credit union are conditional pending the successful completion and acceptable results of background checks and signing an Arbitration Agreement as a condition of employment. Background checks include a bond check, a credit check, a criminal history check, reference checks. Signing an Arbitration Agreement is a condition of employment.

Requirements

• High school diploma or GED required.
• Three to five years of similar or related experience in loans, including time spent in preparatory position or equivalent combination of education and experience.
• Prior financial institution experience required.
• Strong communication skills, both verbally and in writing.
• Ability to work in a fast-paced environment.
• Ability to work with the team to meet goals and objectives.
• Demonstrates and maintains proficiency in technology applications used at the credit union.

Nice To Haves

• Bilingual (English/Spanish) is preferred.

Responsibilities

• Assisting existing and new potential members via telephone.
• Handling a variety of member service calls in a prompt and courteous manner.
• Resolving member questions and problems regarding account statements, loans, payments, automatic transfers, interest rates, share certificates and IRAs.
• Making outbound sales calls for loan growth opportunities and achieving sales goals for Credit Union products and services.
• Performing support functions for electronic and card services.
• Performing a wide variety of complex processing functions in member service areas to assist members and support Branch Operations.
• Referring Credit Union services and supporting all functions within the Call Center.
• Acting as a registered Mortgage Loan Originator (MLO) responsible for interviewing applicants and originating Home Equity Line of Credit (HELOC) loans.
• Providing mortgage-related information to members, which may include rates, terms, and explanation of lending processes.
• Meeting service level objectives for phone calls, emails, and all other communication levels.
• Ensuring interactions with members and potential members are handled professionally and accurately.
• Working with the team to meet goals and objectives.
• Demonstrating and maintaining proficiency in technology applications used at the credit union.

Benefits

• Background checks include a bond check, a credit check, a criminal history check, reference checks.
• Signing an Arbitration Agreement is a condition of employment.

What This Job Offers

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