5 Contact Center Banking Service Representative Jobs in Santa Ana, CA
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Orange County Credit Union is Hiring a Contact Center Banking Service Representative Near Santa Ana, CA
The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships.
Essential FunctionsRelates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues.
Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services.
Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, department, branch, and credit union goals and the organization's strategic plan.
Requiring availability for opening and closing shifts; Monday – Friday ranging between 8am – 7:00pm and two Saturdays per month 9am – 2:00pm. Qualifications
- At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred.
- Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner
- Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone
- Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet
- Accurately performs mathematical calculations
- Spanish-bilingual preferred
Call Center Rep. I: $20.00 (Requires recent call center experience in any industry)
Call Center Rep. II: $21.00 (Requires recent banking or experience within financial industry)
Call Center Rep. III: $22.00 (Requires call center banking AND consumer lending experience)
Generous Benefits Include
- Effective from day one of employment! Anthem Vivity HMO & Delta Care USA Dental – OCCU covers 100% of the associates' monthly premium
- Life insurance at no cost to associates
- 401(k) – OCCU automatically contributes 3% of the associate's earnings PLUS matches up to 5% of the associate's contribution (dollar for dollar)
- Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure
- Sick hours – 7 days per year and rolls over year to year
- Paid Holidays
- Annual performance merit increases
- Professional and personal development programs, including educational grants up to $2k per year and step progression opportunities
- Annual discretionary bonus
- Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service
Job Summary
Full Time
Banking
$40k-52k (estimate)
06/21/2024
06/28/2024
orangecountyscu.org
SANTA ANA, CA
200 - 500
1938
$50M - $200M
Banking
Related Companies
About Orange County Credit Union
Welcome to Orange County's Credit Union! Originally chartered in 1938, today the Credit Union serves more than 116,000 Members in Orange, Los Angeles, Riverside, and San Bernardino Counties. The Credit Union reports an asset size exceeding $2 billion and employs more than 300 happy Associates. Its no wonder Orange Countys Credit Union has been recognized as a great place to work and to bank. - 2019, 2016, 2013, & 2008 Peter Barron Stark Award for Workplace Excellence - 2018 Credit Union Journal Best Places to Work Award - 2014 & 2010 OC Register Top Workplace Award Work With Us! Orange Coun...tys Credit Union places a strong emphasis on work/life balance and promotes an environment centered on ethical values. This results in an open and honest atmosphere where Associates are able to leverage their strengths to achieve personal growth and development, both in and outside of the workplace. Become part of Orange County's Credit Union! Check out the exciting opportunities today.
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