Contact Center Representative

TEKsystemsNaperville, IL
26d$20 - $21Onsite

About The Position

We are seeking a Contact Center Representative to join our team. This role is the first point of contact for members and plays a critical part in delivering exceptional service and maintaining the organization’s reputation. You will assist members with inquiries, resolve issues, and promote products and services that meet their needs.

Requirements

  • 2+ years of customer service experience in financial services (banking or insurance; not mortgage-heavy roles).
  • Comfortable with sales and upselling products/services.
  • Strong verbal and written communication skills.
  • Proficient with computers and quick to learn new systems.
  • Stable work history (minimum 1.5 years at each position).

Nice To Haves

  • Teller
  • Personal Banker
  • Insurance Sales
  • Financial Services Call Center Rep

Responsibilities

  • Serve as the first line of contact for members, aiming for first-call resolution.
  • Deliver outstanding service aligned with organizational service promises.
  • Meet established sales and service goals.
  • Explain and recommend credit union products and services.
  • Provide account information, assist with online banking registration, and guide members through digital tools.
  • Handle a variety of calls, including fraud cases, product referrals, and general inquiries.
  • Process financial transactions such as loan payments, transfers, and check withdrawals.
  • Facilitate wire transfers, payroll allocations, and provide rate information.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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