Contact Center Representative
Palmetto Citizens Federal Credit Union•Irmo, SC
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, researches accounts, and may open prime share, share draft, and club accounts. It also includes completing file maintenance and assisting with payroll and account changes. The representative must maintain current knowledge of and follow security procedures and internal controls. Other duties may be assigned as needed.
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 knowledge of Palmetto Citizens and financial services over time.
- Work with members and co-workers in branches and departments to resolve potential problems and create positive solutions.
- Understand members’ needs and professionally promote appropriate credit union products and services.
- Promote and refer members to open prime share, additional savings, share draft, and other accounts.
- Develop strong knowledge of Palmetto Citizens products and apply it when assisting members.
- Encourage members’ use of Palmetto Citizens products.
- Provide assistance in a safe and secure manner, while knowing 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
