Contact Center Personal Banker I

Freedom First Credit Union

17d

About The Position

Conduct inbound and outbound calling to identify member needs through the use of consultative sales techniques, effectively communicate the way in which various credit union products and services will satisfy those needs and deliver those products to the member in a timely and effective manner; set up new accounts, respond to service requests, and direct members to the appropriate department/staff member. Work with Branches to process applications for new accounts and credit cards, and to ensure members have a positive onboarding experience while assisting the Branch with any additional questions.

Requirements

• One month to twelve months of similar or related experience.
• A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
• Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
• Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone.
• Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials.
• Must have the skill and ability to use Microsoft Word and Excel.

Responsibilities

• Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains credit card options, submit credit card requests for processing and decision. Provides information or answers questions about all credit card and deposit products/services. Responds to service requests.
• Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members. Refers members to Partners.
• Process new and existing deposit account and credit card applications received from in branch staff.
• Supports New Member Onboarding in their daily duties that include 10 day follow up phone calls to new memberships and processing form requests.
• Maintains contact with new members, building on the relationship.
• Cross trains on other duties performed by Contact Center employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees