Member Contact Center Representative I

LBS Financial Credit Union•Westminster, CA

About The Position

The Member Contact Center Representative I services current and potential Credit Union members by providing friendly, prompt, and efficient support over the phone and online. The role handles inbound and outbound calls, responds to inquiries about Credit Union products and services, performs transactions and account maintenance, provides information, and conducts research. Representatives are expected to maintain a positive and professional manner while balancing member loyalty with protecting Credit Union assets, using sound judgment with leadership guidance. The Credit Union is normally open Monday through Saturday. The stated schedule is Monday–Friday, 8:30 a.m.–6:00 p.m., and Saturday, 9:00 a.m.–2:00 p.m., for 40 hours weekly. Individual schedules may be adjusted to meet department and membership needs.

Requirements

  • High school graduate or equivalent.
  • Pleasant personality and phone voice, with excellent telephone manners and technique.
  • Ability to learn quickly.
  • Ability to use an online computer terminal and standard office equipment.
  • Ability to multitask.
  • Ability to retain simple and complex Credit Union policies and procedures.

Nice To Haves

  • Call Center experience preferred.
  • Customer service experience preferred.

Responsibilities

  • Provide support and information to current and potential Credit Union members.
  • Manage a large volume of inbound and outbound calls.
  • Accurately perform transactions, provide information, and conduct account maintenance and research.
  • Maintain a friendly and positive composure in all communications.
  • Respond to telephone inquiries about Credit Union products and services.
  • With leadership direction, use sound judgment to balance membership loyalty with protecting Credit Union assets.

Benefits

  • Medical, dental, and vision coverage, with employee-only plans paid 100% by LBS.
  • 12 paid holidays.
  • Three weeks of paid time off and sick time.
  • Defined benefit pension plan.
  • 401(k) and Roth(k) retirement plans.
  • Life, AD&D, and LTD insurance.
  • Critical illness, accident, and hospital indemnity insurance.
  • Educational reimbursement.
  • Paid volunteer hours.
  • Loan discounts and free branch services.
  • Discounts on entertainment, movie tickets, travel, car rentals, and more.
  • Wellness benefits beginning the first of the month following 30 days of employment.
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