Contact Center Representative

Travis Credit UnionVacaville, CA
3d$19 - $28Onsite

About The Position

The Travis Credit Union (TCU) Contact Center is responsible for professionally managing member service inquiries via inbound calls, emails and live-chats in a high volume customer service environment. TCU Contact Center representatives’ actively understand the value of a great customer experience while expanding existing member relationships by identifying opportunities for additional credit union products and services.

Requirements

  • Passionate about helping people, and able to learn quickly and acquire the knowledge to assist members accurately.
  • Must be detail-oriented with above average active listening skills.
  • Proficient in MS Office products (Word, Excel, Outlook).
  • Strong interpersonal and professional written and verbal communication skills to handle inquiries and issues with tact and diplomacy.
  • Ability to interact with diverse groups of people and be a team player.
  • Ability to work in a fast-paced, team-oriented environment.
  • Efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision.
  • Ability to navigate multiple interdependent systems and tools.
  • Highly skilled at researching and effectively resolving issues in a timely manner.
  • HS Diploma or equivalent.
  • Bilingual in Spanish/English required
  • Associate Contact Center Representative : Minimum 1 year credit union/banking customer service experience and/or inbound call center experience.
  • Contact Center Representative : Minimum 2 years credit union/banking customer service experience and/or inbound call center experience.
  • Sr. Contact Center Representative : Minimum 3 years credit union/banking customer service experience and/or inbound call center experience.

Responsibilities

  • Provides world-class customer support through all member support channels with a focus on first-contact-resolution and problem solving for account inquiries.
  • Identify opportunities to deepen the member relationship by promoting and educating members around new products and services based on the member contact reason.
  • Based on experience, manages product/service inquiries of a more complex nature, i.e. Certificates, Individual Retirement Accounts, etc.
  • Follows up on member inquiries that are not immediately
  • Follows proper Contact Center policies and procedures when handling different topics.
  • Suggests improvements and changes to processes and policies to improve productivity and members’ experience.
  • Uses proven decision-making skills when handling exceptions to policies or procedures within assigned authority.
  • Properly identifies, researches and resolves issues using multiple software applications.
  • Participates in ongoing training programs and maintains up-to-date information and working knowledge of all Credit Union products, services and promotions.
  • Coach, mentor, or train less senior representatives, as needed

Benefits

  • competitive medical, dental, and vision insurance
  • mental health offerings
  • employee performance incentive plan
  • merit increases
  • 401(k) program with immediately vested employer match
  • generous holiday and vacation policy
  • extensive TCU specific perks like employee loan and credit card discounts!
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