Contact Center Representative

Cedar Point Federal Credit Union
9d

About The Position

Primary Functions: Perform in all areas of the Call Center including answering incoming calls, responding to member requests, and account research.

Requirements

  • High School graduate
  • Ability to answer a multi-line phone system, call center experience, preferred.
  • One or more years of experience with a financial institution
  • Familiar with data processing systems and Windows is an asset
  • Ability to work independently, quickly and accurately
  • Strong interpersonal and communication skills
  • Ability to interact professionally with members and co-workers in all areas of the Credit Union

Responsibilities

  • Have a broad knowledge of Credit Union services and policies and the ability to answer inquiries of a general nature.
  • Give courteous and prompt attention to members on the telephone. Assist members with account information, transactions, and research. Perform financial transactions as directed by the member on the telephone, including but not limited to; transfers, loan payments, MasterCard payments, wires, replacement statement requests, check copy requests, and stop payment orders.
  • Assist members by phone in all aspects of online banking including but not limited to; unlocking access, changing passwords, assisting with Zelle transactions, bill pay, and walking members through step-by-step logging into the system.
  • Responsible for staying current on all products and services offered by the credit union and be proactive in offering these products and services when applicable.
  • Complete required and recommended educational courses; Follow all rules and regulations as applicable to job function, including but not limited to Bank Secrecy Act.
  • All other duties as assigned.
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