Job Description

Job Description

We are looking for a Call Center Representative to assist our Members with all their banking needs via all contact channels (phone, e-mail, chat, etc.). You will provide excellent service to all members of the credit union by identifying products and services to meet their financial needs.

ESSENTIAL RESPONSIBILITIES:

• Handle member contact via all contact channels to promote a positive, professional image of Financial Partners Credit Union.

• Communicate the benefits of membership and FPCU products and services

• Assist members with questions regarding their accounts, FPCU products and services, or helping resolve any issues/problems they have have

• Quote rates for all products

• Take secured and unsecured loan applications

• Effectively, accurately and articulately handle member communication via all contact channels

EDUCATION/EXPERIENCE:

• One-year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience.
• Associate’s degree preferred. High school diploma/GED minimum required.
• Customer Service and/or call center experience, previous experience as a team lead, ability to work as a team, knowledge of MS Word, Excel, and Outlook.
• Strong customer service skills, strong ability to cross sell financial products.

Company Description

Financial Partners Credit Union is a not-for-profit organization and our purpose is to help our members achieve their financial goals. Established in 1937 and with over $1.0 billion in assets, Financial Partners continues to deliver legendary service to over 75,000+ members. We believe in Building Lifetime Financial Partnerships with our members and we are consistently finding innovative ways to make each experience easy and enjoyable.