Call Center Representative

Member Solutions Advocate 

Job Summary:

Provides high-quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates and understanding of how individual responsibilities support team and organizational goals. 

Job Responsibilities:

•    Deliver exceptional customer service  to members via phone, email, chat, video banking, or other communication platforms. 
•    Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services. 
•    Provide account information and process routine transactions using banking technology and established operating procedures. 
•    Work under moderate supervision while independently managing own workload and daily customer service operations. 
•    Schedule and conduct follow up communications with members through email, chat, or other communication platforms. 
•    Meet individual sales goals and contribute to overall department targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement.
•    Proactively promote  credit union membership, deposit products and consumer loans  through outbound calls, marketing initiatives, and member referrals. 
•    Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs.
•    Performs other duties and responsibilities as assigned.

This position must be in either Burbank, CA or Torrance, CA

Experience:

•    High School Diploma or equivalent required.
•    Two years’ experience working in a banking position required. 
•    One year experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, or video banking) is preferred.