Call Center Representative (Banking)

Apply Here: https://secure.onehcm.com/ta/SACU.jobs?ShowJob=654475864&TrackId=ZipRecruiter

 The Call Center Representative, also known as our eSolutions Representative, is responsible for consistently delivering world class service to members, uncovering and understanding our members known and unknown needs and finding solutions to help them achieve those needs. The ideal candidate will be able to multi-task effectively while answering a high volume of calls and handle and resolve a variety of situations impacting our members’ financial lives.

*This role is classified as a hybrid. Initial training for this position will be in person at our corporate headquarters in Pleasanton, CA. Upon successfully completing training, the position may transition to a hybrid model.*

Key Responsibilities and Duties:

•  Exceed members’ expectations through efficient, proactive and accurate service to ensure a superior member experience by actively listening and assessing the needs of the member, explaining the features and benefits of targeted solutions and ensuring first-call resolution of members concerns.
•  Serve members’ financial needs via all remote communication channels: fulfilling requests, answering inquiries, completing transactions, resolving problems, maintaining database, and by providing information and education regarding Credit Union services.
•  May open new memberships and/or additional products for new and existing members and assists members with automated services.

  Who would make a great fit! 

• Prior experience in a sales and service environment.
• Prior banking experience with an understanding of banking products and services.
• Basic knowledge of general banking policies, programs, procedures and financial practices.
• Someone who demonstrates excellent telephone etiquette and an ability to establish rapport with members over the phone.
• A person who contributes toward creating solutions to challenges that impact the team while maintaining a focus on productivity.
• Professional behavior and professional image while maintaining consistent attendance at work.

Would be nice to have, but is not required: 

• Prior call center experience, ideally within the financial industry 

Technical knowledge and physical ability must haves: 

• Technical knowledge and competence in personal computer skills working in a Windows environment, with particular knowledge of word processing and spreadsheet applications.
• Ability to quickly learn specialized software applications. Ability to calculate figures and amounts such as discounts, interest, commissions and percentages.
• Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.
• Physical abilities include but are not limited to: the ability to compare and continuously be alert, use judgment, and be patient; and the continuous need to use auditory perception, memory and reasoning ability. 
• While performing the essential duties of this job, the employee is regularly required to talk or hear.
• The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.

Why You Should Work With Us? 

Because we have AWESOME employees! And, we offer a full range of benefits and competitive compensation to support the financial and personal needs of our employees and their families. 

Our benefits packages includes, but is not limits to: 

• Full Medical/Dental/Vision coverage
• 401(k) as well as a traditional pension plan
• Incentive and bonus programs 
• Employee Assistance Program (EAP) 
• Dependent and health care reimbursement accounts
• 10 Holidays off per year
• Paid time off

but that's not all...

We also offer our employees discounts on our products, a casual dress code, a rewards and recognition program, and an employee referral program!