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Financial Call Center Representative

Financial Call Center

Financial Call Center Representative

Torrance, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    We are a financial institution seeking full-time, motivated Customer Service Representatives to join our Call Center.

    Job Summary

    Provides support and service to members of the credit union. Requires established skills to perform a range of routine activities. Understands how the assigned duties relate to others in the team and how the team integrates with other related teams. Successful candidates in this role will demonstrate a desire to service others, build rapport and relate to our members. We strive to meet or exceed goals and deliver a high value experience for our members that results in member loyalty.

    Essential Job Functions

    • Provides a range of routine customer service and support to members of the credit union over the phone, through email or chat.
    • Develops relationships with members to identify needs and counsels members on available financial products and services.
    • Provides account information and processes straightforward transactions using banking technology and established procedures.
    • Requires a moderate degree of supervision while managing own workload and daily customer service operations.
    • Schedules follow up contact with members through email or chat.
    • Performs other duties as assigned.

    Education Requirements High School Diploma or equivalent required.

    Experience Requirements 2 years experience working in a customer service position required. One year experience working in a call center environment preferred.

    Special Skill Requirement

    • Strong verbal communication and listening skills including the ability to write clear and concise correspondence using correct spelling, grammar, and format.
    • Possesses strong technical aptitude; proficient in all Microsoft products.
    • Adaptable and flexible to new technology.
    • Ability to simultaneously handle multiple priorities.
    • Ability to influence internal and/or external constituents.

    Physical Actions

    This role, whether performed virtually or in an office setting, will include normal and customary distractions, noise, and interruptions. Sits or stands for extended periods of time, up to a full work shift. Occasionally reaches overhead and below the knees, including bending, twisting, pulling, and stooping. Occasionally moves, lifts, carries, and places objects and supplies weighing 0-10 pounds without assistance. Listens to, interprets, and differentiates auditory information (example others speaking) at normal speaking levels with or without correction. Visually verifies and reads information. Visually locates material, resources and other objects. Ability to continuously operate a computer for extended periods of time, up to a full work shift. Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate keyboard and other office equipment up to a full work shift.

  • Locations
    Torrance, CA • Burbank, CA