Contact Center Representative

Palmetto Citizens Federal Credit Union • Irmo, SC

4h

About The Position

The Contact Center Representative delivers accurate, professional, and solution-focused service to credit union members. The role assists members by phone, provides information about credit union products and services, and conducts account research. Additional duties may include opening prime share, share draft, and club accounts; completing file maintenance; and assisting with payroll and account changes. The representative must maintain current knowledge of and comply with security procedures and internal controls. Other duties may be assigned as needed.

The position is currently based in Irmo, South Carolina, and is expected to relocate to Downtown Columbia after completion of the new headquarters, anticipated in early 2027.

Requirements

• High school diploma or equivalent is required.

Nice To Haves

• Previous customer service experience.
• Previous contact center experience.
• Bilingual ability.

Responsibilities

• Professionally and proactively help members work toward their financial objectives by providing guidance and advice.
• Help members anticipate potential problems and offer suggestions and possible solutions.
• Recognize members’ needs and develop this ability through continued learning about the credit union and financial services.
• Work with members and colleagues in branches and departments to resolve potential problems and create positive member solutions.
• Understand members’ needs and professionally promote appropriate credit union products and services.
• Promote new prime share, additional savings, share draft, and other accounts, and refer members to open accounts.
• Build and apply product knowledge to enhance members’ use of credit union products.
• Provide assistance in a safe and secure manner, considering the member and the depth of their relationship.
• Handle member transactions professionally and pleasantly, including receiving transfers by phone or mail, processing check withdrawals, and providing cashier’s checks and other authorized services.
• Complete necessary file maintenance documents and order checks for members as appropriate.
• Permit availability of funds for checks up to and including a specified limit without further approval.

What This Job Offers

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