What are the responsibilities and job description for the (FT) Member Services Phone FC (Call Center Rep) - Bilingual Preferred position at Allegiance Credit Union?
Full-Time Member Services Phone FC
Monday - Friday 8 : 00 a.m. - 5 : 00 p.m.
Bilingual Preferred (Spanish / English)
100.00 monthly bilingual bonus
- After initial on-site training is complete, this position will be a Work From Home position with occasional in office trainings.
Role :
To develop and maintain relationships with members and potential members by determining their needs. Assist members and potential members with their telephone and online requests; explains services, responds to problems, and directs phone calls to the appropriate area. Identifies and suggests financial services that would improve our member's lives. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities :
55% - Assists members and potential members with their telephone and online requests; answers questions about products and services and resolve problems that are within their authority to resolve; refer problems that are beyond their authority to their supervisor, along with their recommendations.
15% - Identify cross-sell opportunities and cross-sell services to member.
10% - Processing wire requests and responding to call center emails in a timely manner. Assisting with web & video chat as time permits
10% - Conducts new account functions as needed including all types of deposit products; explain various account and ownership options, providing the necessary counseling to meet member's needs, and obtain, prepare, and review all new account and loan documentation for accuracy and compliance, forwarding to auditing in a timely manner.
5% - Assists and provides back-up within the department and other areas as needed, including helping lobby members.
5% - Performs other related duties as assigned.
ALLEGIANCE CREDIT UNION is an EEO employer - M / F / Vets / Disabled