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  • Customer Service & Bike Tech

    Retrospec

    Call center agent job in Perris, CA

    First 90 days: fully in office After 90 days: 3 days in office, 2 days hybrid Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it. About the Role We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels. You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you. Responsibilities Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism. Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions. Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams. Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email. Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction. Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers. Build and inspect new and returned bikes for troubleshooting and quality control, as needed. Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams. Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes. Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently. Communicate customer insights and product feedback constructively to product development, sales, and marketing teams. Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support. Assist with additional customer service and clerical tasks as assigned. Qualifications 2-3 years of ecommerce customer service experience; bike industry experience highly preferred. Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance. Exceptional written and verbal communication skills with a friendly, professional demeanor. Experience with customer service tools such as Gorgias or Zendesk. Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently. Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment. Proficient computer literacy and quick adaptability to new systems. AA degree preferred; high school diploma or equivalent required. Experience managing warranty processes and dealer accounts is a plus. Familiarity with social media or online community communication is a bonus. Passion for outdoor recreation, cycling, and the Retrospec mission. Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.
    $36k-50k yearly est. 1d ago
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  • Customer Service Representative

    Kellyconnect | Contact Center Solutions

    Call center agent job in Irvine, CA

    For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds Office Rotation: Tuesday/Thursday & every other Friday Must live in commutable distance to Irvine, California Work from Home Rotation: Monday/Wednesday & every other Friday Competitive pay rate- $26 Why should you apply:Medical and dental benefits Opportunity to gain valuable experience. Enjoy a positive and supportive work environment. Paid training to ensure you have the skills & knowledge to succeed. What's a typical day as a Customer Service Representative? You'll be: Processing product complaints through queues and other communication channels. Maintaining a positive experience while investigating complaints in a timely and courteous manner. Accurately updating databases with pertinent details & product information. Escalating issues based on severity to appropriate levels as needed. Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints. This job might be an outstanding fit if you: Have a high school diploma or equivalent. Have at least 3 years of customer service experience and call center experience Have strong problem- solving and organizational skills. Are able to work in a fast-paced environment. Are able to work a hybrid work schedule comprised of weekly office & remote requirements. What happens next: Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today. About Kelly Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Acerca de kelly El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año. Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
    $26 hourly 4d ago
  • Customer Service Representative

    Lori Long-State Farm Insurance Agent

    Call center agent job in San Diego, CA

    ```html About the Company - Established State Farm Agent in Rancho Bernardo area looking for a licensed and experienced Part-Time Customer Service Representative to provide outstanding service to our customers. This is an in-office position. Preferred Skills: Property and Casualty Licensed Experienced in the insurance industry Strong communication skills Friendly, reliable and smart Detail oriented Ability to work well in an office environment Pay range and compensation package - Based on experience. Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices. ```
    $31k-41k yearly est. 5d ago
  • Cynch Delivery Rep

    Amerigas Propane 4.1company rating

    Call center agent job in Escondido, CA

    When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation's premier propane company, serving over 1.5 million residential, commercial, industrial and motor fuel propane customers. Together, over 6,500 dedicated professionals will deliver over 1 billion gallons of propane from 1,800+ distribution points across the United States. Applications for this position will be accepted until 01/30/2026. Posting Job Summary (Purpose): The Cynch Delivery Rep drives is a non-cdl driver, delivering filled gas grill cylinders (20s) to residential, business and ACE customers. Residential deliveries are to customer homes, typically exchanging their empty tank(s) with full tanks. The customer generally leaves the empty tank on their front porch, and the Delivery Rep will pick that up and drop off a full Cynch tank. Cynch business customers are typically restaurants, bars or apartment complexes that use the tanks for patio heaters and grills. These can be recurring deliveries where we exchange all empty tanks at the customer location. ACE deliveries are to cages in front of convenience stores that re-sell the tanks to the end user. Duties and Responsibilities: Load and secure pickup truck with required Cynch and/or Amerigas propane tanks Conduct pre-trip inspection Make all deliveries, following the routes provided through the Cynch iPad. Get signatures from commercial/hospitality customers Unload the pickup truck at the end of the day and help keep the yard organized. Follow all safety and regulatory protocols Knowledge, Skills and Abilities: Basic technology aptitude a must Ability to lift 30+ lbs consistently throughout the day Education and Experience: Be 18 years or older Have reliable transportation to and from work Must be wiling to work weekends. Must pass background check, including MVR check Must pass pre-employment drug test. AmeriGas Propane, Inc. is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices. AmeriGas is a Drug Free Workplace. Candidates must be willing to submit to a pre-employment drug screen and a criminal background check. Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with AmeriGas policies. As a federal contractor that engages in safety-sensitive work, AmeriGas cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis. The pay for this position ranges from $22.00 to $23.00 per hour , depending on circumstances including an applicant's skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Additional compensation may include eligibility to earn a performance-based bonus or commissions on completed sales depending on position. This is the Company's good faith and reasonable estimate of the range of compensation for this position as of the time of posting. The Company offers a wide array of comprehensive benefit programs and services including medical, dental, vision, flexible spending and health savings accounts to our benefits-eligible employees. Additional benefits include retirement savings plans like 401(k) and paid days off such as parental leave, military leave, vacation/paid time off, sick leave in compliance with state law, as applicable, paid holidays, and disability coverage. Some benefits offerings are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works.
    $22-23 hourly 8d ago
  • Customer Call Center Representative

    Quality Mobile Home Services 3.7company rating

    Call center agent job in Lake Elsinore, CA

    Job Description Quality Mobile Home Services in Lake Elsinore, CA is calling all go-getters to apply to join our amazing team as a full-time Customer Call Center Representative! WHY YOU SHOULD JOIN OUR TEAM We are a leading company that cares about its employees. We pay our Customer Call Center Representatives a competitive wage of $15.00 - $16.00 per hour plus commission and potential bonuses. Our team also enjoys great benefits, including a healthcare package after 90 days and weekly pay. We also make it easy to apply with our initial quick mobile-optimized application. If we have your attention about this customer service position, please continue reading! ABOUT QUALITY MOBILE HOME SERVICES We are a thriving general contractor that specializes in repairs and remodels of mobile, modular, and manufactured homes. Since 2014, we've been providing top-quality services to customers in Lake Elsinore. We now additionally serve northern California and multiple areas in Arizona. We are a licensed, bonded, and insured full-service contractor that handles everything from foundations, leveling, flooring, plumbing repair, and re-piping, to cosmetic work and more! From the roof to the foundation and everything in between, one call does it all. In addition to countless satisfied customers, we've been acknowledged by professionals on multiple occasions. We are rated A+ by the Better Business Bureau and have earned a spot on the INC 5000 list of fastest-growing private companies in the US. Additionally, our company was named the GOLD Stevie Winner: American Business Award Company of the Year for construction in 2020. Because we want our employees to be successful and enjoy working for us, we offer high-quality training, generous benefits, and excellent pay. We strive to hire good people and give them the tools to become great. If you're looking to join a team that's supportive and optimistic, look no further! ARE YOU A GOOD FIT? Ask yourself: Do you have great phone skills? Can you juggle multiple tasks at once? Do you thrive in a fast-paced environment? If so, please consider applying for this customer service position today! YOUR LIFE AS A CUSTOMER CALL CENTER REPRESENTATIVE This phone position works an 8-hour shift, Monday - Friday, with no weekend work. As a Customer Call Center Representative, you make a great first impression on behalf of our company. Your friendly tone on the phone is music to a potential client's ear when they call to get a quote, ask a question, or voice a concern. You listen closely, communicate clearly, and follow up when necessary, all to show our clients that we are eager to provide the best service possible. Sometimes, the questions or concerns come in by email, which means you address multiple issues at once. You are focused, though, and you know how to prioritize. You do so while striving to make every customer feel like they are your sole concern. It's exhilarating to be part of a company that helps people live comfortable lives in beautiful mobile homes. You are proud to play such a key role in introducing our company to others! WHAT WE NEED FROM YOU 1+ years of customer service experience Proficiency in typing and basic computer usage Experience in the construction industry would be a plus. If you can meet these requirements and perform this phone job as described above, we would be happy to have you as part of our customer service team! Location: 92530 Job Posted by ApplicantPro
    $15-16 hourly 27d ago
  • Call Center Service Agent

    Northstar Memorial Group 4.4company rating

    Call center agent job in San Diego, CA

    NorthStar Memorial Group is seeking a Call Center Service Agent at Greenwood Memorial Park and Mortuary in San Diego. Here, we believe in empowerment. Our open-door policy means your voice is heard, and your ideas matter. We foster an environment where you're encouraged to think differently and challenge the status quo. Passion is at the heart of everything we do - from the dedication of every team member, we're driven by a shared commitment to excellence. Responsibilities Answer incoming calls and route them to the correct department Handle customer inquiries, complaints, and issues Provide pricing to client families and schedule appointments Management of the service/appointment calendar Walking families through the next steps after a passing has occurred Qualifications 1+ years of experience in a customer service environment High School Diploma or equivalent Excellent communication and customer service skills Basic computer knowledge (Windows, MS Word, MS Excel, internet) Compensation $20.00-$22.00 /hr. Benefits Medical, Dental, and Vision Insurance Health Savings Account (HSA) Life Insurance 401(k) with Employer Matching We are an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or veteran status
    $20-22 hourly 33d ago
  • Call Center Representative

    Taxrise

    Call center agent job in Irvine, CA

    Job Description WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. **New hires joining our team in this role may also be eligible for a $500 sign-on bonus as part of our current hiring initiative.** ABOUT THE ROLE The Call Center Representative plays a critical role in delivering exceptional service to our clients and ensuring that their needs are met with precision and professionalism. You will be the primary point of contact for clients, managing relationships and providing expert guidance to resolve their tax inquiries effectively. In this fast-paced role, your ability to understand client challenges and deliver solutions will be essential to their success and satisfaction. We're all about that in-person vibe-this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting! HOW YOU'LL BE REWARDED At TaxRise, Inc., we believe in recognizing hard work and dedication. We offer competitive hourly pay along with the opportunity to earn a monthly bonus based on individual performance. Those who are highly motivated, organized, and goal-oriented have the potential to earn even more. Base Pay: $20.00 - $27.00 per hour (full-time, 40 hours per week), depending on experience and qualifications. Monthly Bonus: Average bonus potential of $500 - $1,000 Total Compensation: Approximately $23.00 - $32.00 per hour, depending on performance WHAT YOU'LL DO Client Communication: Handle a high volume of incoming calls, ensuring that every client is greeted professionally and promptly. Contact clients via phone and email to gather required documents and clarify documentation needs. Respond to client emails and text messages-and assist in live chat when needed-ensuring all interactions are addressed within company service level agreements. Utilize our ticketing system within the CRM to track open and unanswered emails and text messages. Accurately close or disposition each ticket for reporting purposes, ensuring every client inquiry is answered in a timely manner and to their satisfaction. Handle all client interactions with professionalism, courtesy, and empathy-knowing when to escalate issues to the appropriate department. Provide clear instructions and guidance to clients on required documentation. Problem-solving skills to address client concerns regarding documentation requirements. Document Collection & Review: Request and gather required tax-related documents from clients via email, phone, or online portals. Review submitted documents for accuracy and completeness, ensuring compliance with internal standards. Identify missing or incomplete information and follow up with clients promptly. CRM Management & Administrative Support: Assist case managers requesting and processing required documents (e.g., tax documents, income documents, expenses documents, etc.) documents collected are accurate and uploaded properly in the Customer Relationship Management (CRM). Accurately update the CRM system with detailed notes on client interactions, document submissions, and case progress. Collaborate with colleagues, support staff, and managers to deliver a seamless client experience. Help other departments with projects and/or communication campaigns, providing support and insights to enhance company initiatives. WHAT YOU'LL NEED TO HAVE Previous experience in a client care or customer service role-experience in the tax resolution industry is a plus. Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus). Excellent written and verbal communication skills with professional phone etiquette. Proficiency in using CRM systems or document management tools A willingness to learn, adapt, and consistently uphold our high standards of professionalism and client care. Knowledge of tax relief processes is a plus, though training will be provided. WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: Medical, Dental, and Vision Insurance (starting after 60 days) Paid Time Off 401(k) retirement plan with company match Professional Development Program to support your growth Access to our on-site gym and gaming lounge Catered team lunches every Friday Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.
    $20-27 hourly 15d ago
  • Call Center Sales Agent

    Guardian Tax

    Call center agent job in Irvine, CA

    If you want real warm leads and a sales floor that knows how to win, this is the room. No boring. No “just a job.” Just big energy, big checks, and real growth. Our Irvine sales floor is competitive in the best way - wins get celebrated, teammates push each other, and momentum stays high. If you're hungry, coachable, and love closing on the phone, this is where you level up. 💎 Why Guardian Tax? 💰 15% Commissions + Bonuses: Earn on every closed deal, plus daily, weekly, and monthly bonuses. Top reps hit $15K+ months. 🎯 100% Inbound Calls: No cold calling. Every lead is high-intent and ready to talk. 🎓 Training That Works: Paid onboarding and hands-on coaching to set you up for success. 🦷 Benefits That Matter: Health, dental, and vision coverage after 90 days. 🎮 Office Vibes: Our HQ features music, a game room, and indoor games being added to keep the sales floor motivated and entertained. 🍽️ We Celebrate Wins: Monthly team events - from catered pickleball sessions and Top Golf nights to fancy dinners and Taco Tuesdays. 🏆 Culture of Growth: Open-door management, real mentorship, and leadership opportunities for those ready to level up. 📲 What You'll Do Speak with inbound callers who've already reached out for help. Guide them through our proven consult → qualify → close system. Build trust, provide real solutions, and make every call count. Hit your goals, climb the leaderboard, and cash in. 🏆 Who We're Looking For Confident, self-driven closers who love competition. People who can lead fluid conversations - not read scripts. Dependable, coachable, and laser-focused on results. Motivated professionals ready to build a career, not just a job. 🌟 Preferred Backgrounds Tax Relief / Debt Settlement • Call Centers • Loans / Collections • Real Estate • Auto Sales • Insurance • Solar • Student Loans • Hospitality 📍 The Details Location: Irvine, CA (in-office only) Schedule: Monday-Friday, 8 AM-5 PM (occasional half-day Saturday) Onboarding: New-hire classes every Monday - your start is right around the corner. 🔥 You bring the hustle, we bring the leads. At Guardian Tax, your effort directly fuels your success - and when we win, we celebrate big. 👉 Apply today and join a sales culture that knows how to work hard, win hard, and play even harder.
    $28k-39k yearly est. Auto-Apply 13d ago
  • Call Center Representative

    Cycle Express

    Call center agent job in San Diego, CA

    National Powersport Auctions (NPA) is the world's largest powersport auction and remarketing company specializing in: Motorcycles, ATVs, Side X Sides, Utility Vehicles, Personal Watercraft, Snowmobiles, Trailers, Recreational Vehicles and Boats. As the leading powersports remarketing company in the U.S., NPA serves dealers, OEMs, and lending institutions throughout the nation with a complete range of auction-related services. Having sold over 1 million vehicles since inception, NPA plays an important role in assisting clients with liquidating inventory and maximizing returns. Dealers throughout the world utilize NPA for acquisition of wholesale vehicles and to ensure their pre-owned inventory meets their customer's demands. National Powersport Auctions is seeking a bright, talented, and outgoing individual with a strong work ethic to join our growing Customer Service Team.The position of Call Center Representative consists of promoting and contacting dealers about upcoming monthly auctions, industry events, and various promotions. Representatives are responsible for generating new business opportunities through existing business accounts with potential buyers. We are non-scripted and thrive on building a friendly and professional relationship with all our clients. The goal is to promote business growth by expanding the company's clientele. Responsibilities: Exceptional interpersonal and rapport building skills Call clients to inform them about the company's products and services Detailed entry of customer interaction Use our computer system to track and gather information Meet and exceed daily outbound call minimum In-depth knowledge of the company's products and services Other miscellaneous office duties Requirements: One year of office support experience in a customer service role preferred Attention to detail Bilingual skills a plus Strong proficiency of computers Reliable and punctual Professional work ethic and communication Able to collaborate as a team Strong phone etiquette · Monthly Incentives · Medical · Dental · Vision · Sick Pay · Vacation · Paid Holidays · 401k with company matching · Stock Options Job Type: Full-time - Monday-Friday Work Remotely No Job Type: Full-time Pay: $18.00 - $23.00 per hour At National Powersport Auctions (NPA), we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: E-verify Participation Right to Work
    $18-23 hourly Auto-Apply 60d+ ago
  • Call Center Representative

    CRA MSO LLC

    Call center agent job in Chula Vista, CA

    Job Description Call Center Representative Come Join Our Team! We are a fun fast paced Ophthalmology practice, in Chula Vista, CA looking for service-oriented Call Center Representatives! We are a premier and comprehensive eyecare and surgery center with offices located in Chula Vista, National City, El Cajon and El Centro. Our Clinics are beautifully positioned with all new and modern equipment. Our group of Physicians are highly educated and skilled in Ophthalmology - we are blessed to be able to offer such high-quality ophthalmology services to patients in need. Are you a people person? Do you love helping others? We have an immediate need for friendly, motivated Call Center Representatives to join our team. This position will work with internal customers across multiple departments to ensure our patients needs are addressed accurately and efficiently. Will provide product education and handle a wide variety of questions. The ideal candidate will be willing to learn on the job, have excellent communication skills, and will be motivated to work with a customer centric team. Summary: The Call Center Representative is responsible for providing best-in-class patient experience. Will handle inbound and outbound calls to patients to answer questions, schedule appointments, and provide information regarding services, and current promotions. Responsibilities: Answer, direct calls, take messages and forward to appropriate department. Provide prompt, accurate, concise, and courteous responses to patient inquiries. Provide quality service at every encounter. Keep patient wait time under five minutes. Provide patients with information regarding services, charges, routine treatment procedures, and current promotions. Use sound judgment in handling calls, especially with upset patients. Identifying urgent calls and escalating to Providers, Managers and Technicians. Assist with new patient registration. Verify Insurance eligibility. Schedule appointments for patients. Review appointment date, time, location, and provider name with caller. Obtain/verify and enter accurate demographic information into CRM (address, telephone number, name of insurance or self-pay status). Inform caller of items to bring to appointment (including insurance card, medications, office visit fee, and verification of income - if applicable). Remind caller to arrive 15 to 30 minutes before scheduled appointment to complete paperwork. Answer questions and offer other information, as requested, to provide patient-focused service and a positive impression of the organization Make outbound calls to inactive patients to attempt to schedule follow up appointment. Take detailed notes using electronic health record system. Following up on calls when necessary. Maintain Call logs and reports. Requirements: High school diploma or GED equivalent. 2 years customer service experience required. 6 months experience working in a Call Center preferred. Must have good telephone skills. Experience with high call volume preferred. Knowledge of medical terminology and/or medical front office procedures preferred. Demonstrated ability to multi-task, be flexible, ensure accuracy, and meet changing priorities in a fast-paced, high workload environment. Bilingual in Spanish/English required. Ability to communicate effectively with callers who speak English as a second language. Excellent written and verbal communication skills. Intermediate computer literacy (i.e., use computer system to manage and schedule appointments, access electronic medical record information, etc.) Excellent Customer Service Skills. Ability to handle stressful situations calmly and with compassion. Excellent data entry and typing skills. Experience answering a multi-line telephone. Routing calls to appropriate resources. This is a Full-time position, and we are looking to hire immediately. Full-time team members enjoy a benefits package to include 100% employer paid health insurance for employee, life insurance. vacation accrual, 401k, holiday pay and more! Please submit your resume for consideration.
    $30k-39k yearly est. 30d ago
  • Call Center Representative

    Cra Mso LLC

    Call center agent job in Chula Vista, CA

    Call Center Representative Come Join Our Team! We are a fun fast paced Ophthalmology practice, in Chula Vista, CA looking for service-oriented Call Center Representatives! We are a premier and comprehensive eyecare and surgery center with offices located in Chula Vista, National City, El Cajon and El Centro. Our Clinics are beautifully positioned with all new and modern equipment. Our group of Physicians are highly educated and skilled in Ophthalmology - we are blessed to be able to offer such high-quality ophthalmology services to patients in need. Are you a people person? Do you love helping others? We have an immediate need for friendly, motivated Call Center Representatives to join our team. This position will work with internal customers across multiple departments to ensure our patients needs are addressed accurately and efficiently. Will provide product education and handle a wide variety of questions. The ideal candidate will be willing to learn on the job, have excellent communication skills, and will be motivated to work with a customer centric team. Summary: The Call Center Representative is responsible for providing best-in-class patient experience. Will handle inbound and outbound calls to patients to answer questions, schedule appointments, and provide information regarding services, and current promotions. Responsibilities: Answer, direct calls, take messages and forward to appropriate department. Provide prompt, accurate, concise, and courteous responses to patient inquiries. Provide quality service at every encounter. Keep patient wait time under five minutes. Provide patients with information regarding services, charges, routine treatment procedures, and current promotions. Use sound judgment in handling calls, especially with upset patients. Identifying urgent calls and escalating to Providers, Managers and Technicians. Assist with new patient registration. Verify Insurance eligibility. Schedule appointments for patients. Review appointment date, time, location, and provider name with caller. Obtain/verify and enter accurate demographic information into CRM (address, telephone number, name of insurance or self-pay status). Inform caller of items to bring to appointment (including insurance card, medications, office visit fee, and verification of income - if applicable). Remind caller to arrive 15 to 30 minutes before scheduled appointment to complete paperwork. Answer questions and offer other information, as requested, to provide patient-focused service and a positive impression of the organization Make outbound calls to inactive patients to attempt to schedule follow up appointment. Take detailed notes using electronic health record system. Following up on calls when necessary. Maintain Call logs and reports. Requirements: High school diploma or GED equivalent. 2 years customer service experience required. 6 months experience working in a Call Center preferred. Must have good telephone skills. Experience with high call volume preferred. Knowledge of medical terminology and/or medical front office procedures preferred. Demonstrated ability to multi-task, be flexible, ensure accuracy, and meet changing priorities in a fast-paced, high workload environment. Bilingual in Spanish/English required. Ability to communicate effectively with callers who speak English as a second language. Excellent written and verbal communication skills. Intermediate computer literacy (i.e., use computer system to manage and schedule appointments, access electronic medical record information, etc.) Excellent Customer Service Skills. Ability to handle stressful situations calmly and with compassion. Excellent data entry and typing skills. Experience answering a multi-line telephone. Routing calls to appropriate resources. This is a Full-time position, and we are looking to hire immediately. Full-time team members enjoy a benefits package to include 100% employer paid health insurance for employee, life insurance. vacation accrual, 401k, holiday pay and more! Please submit your resume for consideration.
    $30k-39k yearly est. Auto-Apply 60d+ ago
  • WFH Call Center Representative

    Drgjong Oral & Maxillofacial Surgery

    Call center agent job in Riverside, CA

    We are searching for a polite, professional Call Center Representative to work closely with other team members to provide outstanding service to our customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The Call Center Representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. To be a successful Call Center Representative, you should be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable. Responsibilities Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services. Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued. Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed. Building lasting relationships with clients and other call centre team members based on trust and reliability. Utilizing software, databases, scripts, and tools appropriately. Understanding and striving to meet or exceed call centre metrics while providing excellent consistent customer service. Making sales or recommendations for products or services that may better suit client needs. Taking part in training and other learning opportunities to expand knowledge of company and position. Adhering to all company policies and procedures. Requirements High School Diploma or equivalent. More education or experience may be preferred. Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice. Understanding of company products, services, and policies. Proficiency with computers, especially with CRM software, and strong typing skills. Ability to ask prying questions and diffuse tense situations. Strong time management and decision making skills. Adaptability and accountability. Fluency in multiple languages may be desired.
    $30k-40k yearly est. 60d+ ago
  • Call Center Representative (San Diego, CA)

    116508 Innovation at Work

    Call center agent job in San Diego, CA

    Job DescriptionDescription: · The Candidate shall answer and process all incoming calls. · The Candidate shall answer incoming calls politely, efficiently and in a friendly manner, even during heavy workload and crises periods. Calls shall he answered in priority order. · The Candidate shall receive incoming calls shall be routed appropriately throughout the facility. · The Candidate shall receive collect calls, only if authorized and obtain and record time and charges. · The Candidate is responsible for immediate, professional responses to and recording the following: emergency alarms, codes, bomb threats, fires and disasters. They shall also be required to receive and transmit over two-way radios. · The Candidate shall follow instruction if a bomb threat is received. Written procedures and formats for this type of reporting are currently established in the telephone office. · The Candidate is responsible for ensuring that no unauthorized long-distance calls are made, and no unauthorized collect calls are accepted. · The Candidate shall utilize the facility radio, overhead paging, pocket paging, and code-paging systems as required. · The Candidate shall assist in placing various types of outgoing calls and coordinating and patching through one or more stations when necessary. · The Candidate shall assist facility staff and patients, when necessary, in placing calls. Calls shall include, but are not limited to, commercial and Federal Telecommunication Systems (FTS) calls. · The Candidate shall Politely, efficiently and in a friendly manner explain to users why calls cannot be completed as requested, if and when a situation of this type arises. · The Candidate shall maintain a log of all telephone equipment malfunctions and/or complaints regarding telephone service. · Upon request of callers, the candidate shall verify telephone equipment malfunctions and report them to Information Resources Management Service (IRMS) via ticket · The Candidate shall create Log Sheets and monitor each for completion · The Candidate shall meet the Utilization Review Accreditation Committee (URAC) standards. Requirements: CITIZENSHIP REQUIREMENT: US Citizenship EDUCATION AND QUALIFICATIONS: The Candidate should possess an Associate's Degree or equivalent work experience MINIMUM REQUIRED SKILLS/EXPERIENCE: · The Candidate must have 1 -2 years of experience as Telephone Operator · The Candidate must be able to assume the responsibility for placing a variety of special long distance calls (e.g. conference calls, collect calls, appointment calls) over varied circuits or routings, or performing information operator work, which requires knowledge of the organizational units and major functions of a large multi-division organization. · The Candidate must have the ability to meet and deal with people from a variety of backgrounds with varying levels of understanding, work under pressure and stressful conditions and adapt to changing work conditions. · The Candidate must meet the URAC Standards for abandonment rate and speed to answer
    $30k-39k yearly est. 4d ago
  • Call Center Representative

    VB

    Call center agent job in Corona, CA

    We are searching for a polite, professional Call Center Representative to work closely with other team members to provide outstanding service to our customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The Call Center Representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. To be a successful Call Center Representative, you should be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable. Responsibilities Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services. Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued. Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed. Building lasting relationships with clients and other call centre team members based on trust and reliability. Utilizing software, databases, scripts, and tools appropriately. Understanding and striving to meet or exceed call centre metrics while providing excellent consistent customer service. Making sales or recommendations for products or services that may better suit client needs. Taking part in training and other learning opportunities to expand knowledge of company and position. Adhering to all company policies and procedures. Requirements High School Diploma or equivalent. More education or experience may be preferred. Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice. Understanding of company products, services, and policies. Proficiency with computers, especially with CRM software, and strong typing skills. Ability to ask prying questions and diffuse tense situations. Strong time management and decision making skills. Adaptability and accountability. Fluency in multiple languages may be desired.
    $30k-40k yearly est. 60d+ ago
  • Call Center Representative - Banking Services

    Orange County's Credit Union 4.3company rating

    Call center agent job in Santa Ana, CA

    Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:45am - 7:15pm, Monday - Friday, and two Saturdays per month 8:30am - 2:30pm. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With o ver 85 years of trust, $2.5+ billion in assets, and 140,000+ members , we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues. Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services. Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan. Availability for opening and closing shifts Monday - Friday ranging between 7:30am - 7:15pm, and two Saturdays per month 8:30am - 2:30pm. QUALIFICATIONS: At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred. Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet Accurately performs mathematical calculations. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges: Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking AND consumer lending experience) Generous benefits include: Anthem & Delta Care USA Dental - From day one of employment! Life insurance at no cost to associates. 401(k) - OCCU contributes up to 6% of gross earnings (dollar for dollar). Vacation hours - 13 days per year, rolls over year-to-year and increases with tenure. Sick hours - 7 days per year Paid Holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities. Annual discretionary bonus Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. We perform thorough background and credit check. EOE
    $36k-43k yearly est. Auto-Apply 15d ago
  • Call Center Representative - Banking Services

    O. C. Credit Union

    Call center agent job in Santa Ana, CA

    Must be willing and able to commute to Santa Ana, CA. Working remotely may be granted after six months of successful performance. Must be available to work shifts ranging between 7:45am - 7:15pm, Monday - Friday, and two Saturdays per month 8:30am - 2:30pm. At Orange County's Federal Credit Union, we don't just offer banking services, we create meaningful relationships that empower our members and enrich our community. With o ver 85 years of trust, $2.5+ billion in assets, and 140,000+ members , we've built a reputation for excellence-and we're just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register's 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction . When you join us, you're not just taking the next step in your career; you're joining a team that loves where they work. The successful Call Center Representative has an exuberant demeanor and provides members with general information regarding their accounts, credit union policies, and services through extraordinary Member experiences. By comprehending Member preferences and providing 'trusted advisor' service, you'll match products and services that meet members' financial needs, while building and deepening relationships. ESSENTIAL FUNCTIONS: Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals. Cross-sells additional products and services that meet the member's needs and resolve escalated member issues. Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services. Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls. Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan. Availability for opening and closing shifts Monday - Friday ranging between 7:30am - 7:15pm, and two Saturdays per month 8:30am - 2:30pm. QUALIFICATIONS: At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred. Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet Accurately performs mathematical calculations. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU's Call Center job levels with their corresponding hourly pay ranges: Call Center Rep. I: $19.00 - $20.00 (Requires recent call center experience in any industry) Call Center Rep. II: $20.50 - $21.00 (Requires recent banking experience) Call Center Rep. III: $22.00 - $22.50 (Requires call center banking AND consumer lending experience) Generous benefits include: Anthem & Delta Care USA Dental - From day one of employment! Life insurance at no cost to associates. 401(k) - OCCU contributes up to 6% of gross earnings (dollar for dollar). Vacation hours - 13 days per year, rolls over year-to-year and increases with tenure. Sick hours - 7 days per year Paid Holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities. Annual discretionary bonus Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. We perform thorough background and credit check. EOE
    $30k-40k yearly est. Auto-Apply 15d ago
  • Healthcare Call center representative

    OC Urology

    Call center agent job in Santa Ana, CA

    Job DescriptionBenefits: 401(k) Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Job Title: Healthcare Call Center Representative Position Purpose: The Contact Center Representative at OC Urology is a pivotal figure dedicated to delivering exceptional customer service. This role, focuses on efficiently scheduling medical appointments, answering patient inquiries, directing calls, and facilitating effective communication. In addition to playing a central role in the organization's Contact Center, representatives serve as key liaisons between OC Urology and its patients, collaborating seamlessly with clerical services staff to support direct patient services. Their flexible and proactive "can-do" approach underscores their significance as the primary point of contact for patients, embodying the face and voice of OC Urology. Core Duties and responsibilities, include but are not limited to: Efficiently handle a high volume of incoming calls in a timely manner. Exhibit exceptional customer service skills. Validate and update patient demographics, including insurance information, as needed. Confirm patient appointments in accordance with the appointment policy. Contact and reschedule appointments for no-shows as required. Schedule, reschedule, and follow up on appointments across all service lines, as assigned. Set alerts for required information in the EHR. Demonstrate the ability to prioritize and complete multiple tasks promptly. Document information in a professional manner. Educate patients on office scheduling rules, no-show policies, and rescheduling procedures. Reconcile the daily schedule. Uphold patients' rights by maintaining the confidentiality of personal and financial information. Adhere to compliance rules and regulations to prevent fraud and abuse. Collaborate with OC Urologys staff in other departments. Perform additional duties as assigned by the supervisor or manager. Education and Training: Bilingual: Spanish (Required) Qualifications, Skills, and Experience: High School Diploma or equivalent (GED) required. Minimum 2 years of experience as Appointment Coordinator in healthcare. Bilingual: Spanish (Required) Must be able to multitask in an extremely fast-paced environment Have good computer skills along with attention to detail, be a confident and professional communicator and be responsive to internal and external customer needs in a personable manner. Knowledgeable of an electronic health record (EHR) system OC Urology is proud to be an equal opportunity employer. OC Urology does not discriminate based on race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state or federal laws.
    $30k-40k yearly est. 2d ago
  • Automotive Call Center Representative / BDC

    Pedder Auto Group

    Call center agent job in Santa Ana, CA

    Job DescriptionDescription: The Pedder Automotive Group was founded in 2008 by Owner David Pedder. The family owned and operated dealer group has 7 dealerships in Southern California, representing Nissan, Hyundai, Chrysler, Dodge, Jeep and Ram brands. The seven (7) locations are - Pedder Nissan, Raceway Nissan, Temecula Nissan, Hemet CDJR, Lake Elsinore CDJR, Pedder Hyundai of Poway, and Pedder CDR+J of Poway. We pride ourselves in having a great work environment that translates to a great customer service experience. The BDC Representative is responsible for receiving, processing, verifying, and distributing information from both inbound and outbound calls, to include but not limited to inquiries on new and pre-owned vehicles, internet leads, and providing general information by providing exceptional service, meeting their individual needs and exceeding their expectations. Requirements: Responsibilities Inbound and outbound call center where you will be speaking with our customers who are in need of purchasing a new or used vehicle Answer questions Schedule Appointments Qualifications Experienced (at least one year) in a Call Center Environment Follow up with leads and from all touchpoints including dealer portal, DMS, CRM system, and website Able to work full time, punctual, and have a record of excellent attendance. A highly driven and self-motivated individual ready to work in a fast-paced and energetic call center An ambitious professional looking for opportunity and career advancement Hardworking, sharp, well-spoken, professional, and love challenges Connecting and building client relationships to get the job done Flexible and adaptable, learns and reacts quickly in a fast paced environment; able to multitask
    $30k-40k yearly est. 11d ago
  • Rehab Services Front Desk/Call Center Specialist

    Military, Veterans and Diverse Job Seekers

    Call center agent job in San Diego, CA

    Under general supervision, the incumbent is responsible for customer service, registration, appointment scheduling and insurance verification. Typical duties include answering multi-line incoming customer calls, completing online registration, scheduling appointments and securing authorization for scheduled services. Responsibilities emphasize on quality Customer Service. Completes registration for new or established patients in a timely and accurate manner andadheres to the established registration and scheduling protocols and standards. Ensures that patients have secured authorization and referrals when scheduling appointments. Interviews patients via telephone to obtain demographic and financial information necessary to secure patient account. Verifies insurance eligibility for outpatient services on all Third Party Payers by utilizing various automated eligibility systems. Operates EPIC system to gain and input information; in addition, responsible for clearly and effectively relaying medical messages to patient/clinic staff. Advises patient of clinic deposit requirements based upon UCSD Medical Group Financial Policy. Other related duties as assigned. MINIMUM QUALIFICATIONS: Three (3) years of related experience. Previous Call Center or Front desk experience. Knowledge of third-party payors including federal, state and private health plans. Demonstrates problem solving ability. Ability to work under pressure, demonstrate computer skills and ability to multi-task between multiple systems during calls. Excellent communication skills with the ability to communicate clearly both verbally and in writing. Possess the personal characteristics of professionalism, credibility, commitment to high standards, innovation and accountability. PREFERRED QUALIFICATIONS: One (1) year of EPIC & Cadence experience, or equivalent system. Bilingual English/Spanish. Ability to prioritize and process therapy referrals based on diagnosis and medical information. SPECIAL CONDITIONS: Must be able to work various hours and locations based on business needs. Employment is subject to a criminal background check and pre-employment physical.
    $35k-49k yearly est. 60d+ ago
  • Lending Call Center Specialist I

    San Diego County Credit Union 4.4company rating

    Call center agent job in San Diego, CA

    Job Description The position of Lending Call Center Specialist I is established to provide prompt, professional and accurate information, by accepting and processing routine loan requests/applications in a Call Center environment. The position requires the cross-selling of Credit Union products and services to meet members' needs and increase member satisfaction as well as to maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High School diploma or equivalent. Successful completion of the Credit Union's Real Estate Certification Training Program once hired into the position. One year of Financial Institution customer service experience required. 6 months of consumer or real estate experience preferred. Strong organization skills, ability to balance competing priorities, provide thorough follow up within established time frames, and work with a sense of urgency. Ability to work in a team environment. Possess effective verbal and written communication skills. Possess superior customer service skills, with high level of integrity. Demonstrated sales ability. Sales techniques and thorough knowledge of and a willingness to actively promote Credit Union products and services. Essential Duties and Responsibilities Promptly answer all incoming calls through phone queue in a polite and professional manner; determine nature of caller's business, determine eligibility for memberships, process members' requests working with appropriate personnel in order to satisfactorily service the call and/or complete the loan process within established service level. Meet established sales, production, efficiency and quality departmental metrics consistently. Keep abreast of all regulatory requirements for establishing new loan applications. Quote real estate rates and programs; pre-qualify member, process real estate loan applications, and provide any necessary follow-up as required. Quote consumer loan rates and programs; pre-qualify member, process consumer lending applications and provide any necessary follow-up as required. Provide borrowers with status on applications. Interview members via the telephone to determine their financial needs and assist in selecting appropriate loan programs, account types and services best suited to their needs. Process and follow-up on Real Estate and Consumer Loan application leads. Contact member within 24 hours of assignment. Ongoing development of industry knowledge and workflow processes; be proficient in troubleshooting and solving problems at each step of the application process. Provide support through Live Chat with members. Provide Help Desk support for team member inquiries. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities May participate in the training of other staff members in product knowledge and basic methods of originations and cross-selling. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday - Thursday: 8:00am/5:00pm Friday: 8:00am/6:00pm Saturday: 8:30 am/5:00pm (Rotating) Sunday: OFF Full Time - 40 hours a week
    $33k-37k yearly est. 9d ago

Learn more about call center agent jobs

How much does a call center agent earn in Oceanside, CA?

The average call center agent in Oceanside, CA earns between $23,000 and $46,000 annually. This compares to the national average call center agent range of $23,000 to $41,000.

Average call center agent salary in Oceanside, CA

$33,000
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