Call Center Specialist

Job Description

Job Description

Job description

Previous Credit Union or Banking Call Center and/or Teller experience highly preferred.
MUST PASS CRIMINAL BACKGROUND, CREDIT CHECK & DRUG SCREEN.
MUST have SOLID WORK HISTORY - Job hoppers will not be considered.
Must be OUTGOING, and Conversational. _
This is an ON-SITE position.  

• Answer all incoming calls in a professional and timely manner. Ensure facilitation of first call resolution and member service satisfaction in all transactions.
• Identify opportunities and enthusiastically offer credit union products that best fit and serve the member’s needs. Achieve goals set forth by the Credit Union.
• Build and maintain strong member relationships by providing prompt, reliable and courteous service when assisting members with financial transactions and services. Meet all performance and member service standards.
• Open new accounts and service existing accounts. Set up new account files and provide members with all necessary membership information.
• Maintain an up-to-date and comprehensive knowledge of all credit union products and services. Maintain an up-to date and comprehensive knowledge on all related policies and procedures, rules and regulations, including robbery procedures.
• Process member transactions and member’s phone and mail requests. Initiate calls to members to assure quality service.
• Interview loan applicants and insure that accurate, complete information and documentation is received and provided to applicant prior to forwarding the application to a loan officer.
• Other duties as assigned.

• High School Diploma required.
• Call Center experience highly preferred including multitasking in an inbound call center.
• Financial Institution experience highly preferred.
• Maintain a consistently positive, helpful attitude with internal and external members. Act with a sense of urgency to resolve issues and provide outstanding service. Must be service driven.
• Ability to abide by Credit Union's Service Mission and Promises.
• Present a polished, professional image regarding conduct.
• Communication and interpersonal skills to effectively work with members and co-workers.
• Ability to proficiently use a personal computer and applicable software employed by the Credit Union.
• Must be able to work in a fast paced and highly engaged environment. Must be decisive and offer logical solutions.
• Must be able to interact with multiple online systems while speaking to members.
• Strong multi-tasking skills, organizational skills, and attention to detail.
• Must work well in a team environment.
• Ability to cross-sell Credit Union products and services effectively and accurately.

Transcend Credit Union is an Equal Opportunity / Affirmative Action employer. Transcend Credit Union selects qualified individuals without regard to race, color, religion, sex, national origin, disability, age (40 and over), genetic information, classification as a veteran of the Vietnam era or any other characteristic protected by applicable federal, state or local law; and all other legally protected statuses for our operations. It is the practice of the Credit Union to act affirmatively to expand employment opportunities that contribute to a diverse workforce. The Credit Union is committed to this concept and the principles of the Equal Pay Act of 1963, the Civil Rights Act of 1964, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973 and the Vietnam Era Veteran's Readjustment Assistance Act of 1974, as well as the various other federal, state and local civil rights laws and the guidelines promulgated by the agencies responsible for the implementation of these laws.
_ Transcend Credit Union is an E-Verify Employer_