Customer Service Phone Representative (Temp to Hire)

Patelco Credit Union•Merced, CA

40d•$22

About The Position

Our phone representatives are passionate about providing superior service and financial solutions via calls, chats and emails. They demonstrate genuine compassion and care for our members and respect every member's journey towards financial health. The primary purpose of this role is to deliver outstanding service to both internal and external (customers) members via the phone. This is a Temporary/Contract position that could lead to Full-Time employment with us! Our Class Start Date is January 5, 2026.

Requirements

One or more years of customer service experience (preferably financial institutions or contact centers).
Ability to work flexible hours within Hours of Operation of Monday-Friday 7:30AM-7:00PM and Saturdays 7:30AM-4:00PM Pacific (Saturday rotation available)
Have strong customer service skills.
Strong commitment to consistent attendance and punctuality.
Be proficient on PC, MS Office Products, and email
Business professional verbal and written communication skills.
Be detail oriented, well organized, a team player, and self-starter
Ability to work efficiently in a fast-paced call center
Minimum of a HS Diploma/GED

Nice To Haves

Bilingual (English/Spanish) skills are a plus

Responsibilities

Deliver exceptional service to both internal and external members, in alignment with the credit union's mission, vision, and values.
Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures.
Assist members with phone inquiries on accounts and loans.
Process member requests over the phone such as payments and transfers.
Actively listen and seek to understand member financial needs, questions and concerns.
Notate systems of record for each interaction and create service requests as needed.
Help members with troubleshooting basic online banking and mobile errors/issues including user ID and password resets.
Identify needs and offer products and services that improve the financial well-being of our members.
Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union's policies and procedures.
Other duties as assigned