Contact Center Representative
About The Position
Join Our Team at Florida Credit Union – Where Your Future Shines Bright! About Us: At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported. Why You'll Love Working with Us: Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued. Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one. Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind. Career Growth: Explore numerous opportunities for professional development and advancement within our organization. Position Overview: This position involves processing various financial transactions including new accounts, loans, and member inquiries across multiple communication channels while adhering to Credit Union policies. Responsibilities include counseling members on financial needs, establishing loans based on FCU procedures, cross-selling credit union services, assisting in account maintenance, and ensuring compliance with relevant regulations like OFAC and the Bank Secrecy Act.
Requirements
- A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.
- A current driver’s license.
Responsibilities
- Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
- Establishes loans considering such factors as member’s assets, liabilities, credit experience, and references based on FCU loan procedures.
- Discussing loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit a positive response from the member.
- Cross-selling credit union services; providing information regarding services and some counseling as necessary.
- Assisting in account maintenance activities.
- Providing basic financial counseling when needed or requested by members.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
