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Call center representative jobs in Temecula, CA - 1,070 jobs

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  • CSR/LOT ATTENDANT

    Ace Parking Management, Inc. 4.2company rating

    Call center representative job in Newport Beach, CA

    Compensation Range: $19.00 - $20.00 per hour About Us: One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy) Culture: We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Accountability: Assist with office duties, including answering phones and emails. Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment. Assisting customers with locating vehicles. Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary. Resolving customer requests, questions, and complaints. Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts. Actively look for ways to assist customers. What we are looking for: A valid CA Driver's License Must be able to stand and walk up to 8 hours per shift. Must be able to speak clearly, distinctly, and effectively using tact and diplomacy. Experience dealing with irate customers and resolving customer issues and/or complaints. An outgoing and enthusiastic personality. Willingness to do whatever it takes to earn a "Thank You." What We Can Offer You for All Your Hard Work: $19 - $20 Per Hour Medical, dental, vision, life insurance coverage for full-time, eligible employees. Flexible Spending Accounts for full-time, eligible employees 401k Vacation/Sick for full-time and part-time employees Holiday for full-time and part-time employees Discount programs Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
    $19-20 hourly 7d ago
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  • Client Services Representative

    Venbrook 3.3company rating

    Call center representative job in Irvine, CA

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 4d ago
  • Customer Service Representative

    Caliber Collision Repair Services 3.7company rating

    Call center representative job in Irvine, CA

    Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Business Operations, Retail
    $32k-41k yearly est. 1d ago
  • Customer Service Representative

    Lori Long-State Farm Insurance Agent

    Call center representative 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. 23h ago
  • Automotive Call Center Representative / BDC

    Pedder Auto Group

    Call center representative job in Hemet, CA

    Full-time Description 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 Salary Description $3,000.00 - $6,000.00 per month
    $3k-6k monthly 60d+ ago
  • English and Spanish Speaking Call Center Representative

    Jerome's Furniture 4.3company rating

    Call center representative job in San Diego, CA

    English and Spanish Speaking Call Center Representative English Speaking Starting Pay: $18.00/hr Spanish Speaking Starting Pay: $19.00/hr Pay Range: $18.00-$26.00 If you would like to join a team that has fun loving, creative, hardworking and successful people, you need to APPLY TODAY !! JOB SUMMARY: To provide the highest level of customer service, while continually improving and increasing efficiency. DELIVERY SUPPORT ESSENTIAL DUTIES AND RESPONSIBILITIES: ● Provides courteous and professional customer service to customers. ● Completes the E/E report. ● Knows computer functions and is proficient in E1 and C1. ● Assist customers with their delivery time frame and current status. ● Informs customers of delivery updates regarding driver's route if any delays and/or call a heads. ● Confirms delivery with customers to assure their delivery of goods was to their satisfaction. ● Provides delivery support to the drivers. ● Respond to all emails; includes internal emails, shorts, customer emails, or any other emails to delivery support ● Answer all incoming calls from all queues ● Completes the SDD calls/txt report @2pm, 4pm, 6pm ● NAH/PPD report @9am, 1pm, 4p, 8pm ● Delivery progress outcome comments- check throughout the day. Check for discrepancies ● Respond to all code change request emails ● Inspections on merchandise (going in/out) ● Snapshot code check (delivery) ● Returns merchandise ● Follow ups (external/internal) ● Provide customer service for any walk-in customers at CPU or lobby if needed ADDITIONAL RESPONSIBILITIES: ● Able to work flexible schedule to include nights, weekends, and holidays ● Has to be able to meet the needs of the company, which may include: relocating and change in schedules/shifts. ● Needs to be organized, self-driver, and reliable. ● Follows dress code: Professional attire. ● Follows a safe work environment. Jerome's Furniture provides a team-orientated retail environment. We also offer a competitive benefit package including: 401(k) Plan 401(K) matching Paid Vacation Paid Sick Days Paid Holidays Medical Insurance Dental Insurance Vision Insurance Life Insurance Long-Term Disability Insurance Employee Discount Program Employee Buying Program Gym Re-imbursement Program Family Savings Account EAP program **Minimum employment tenure required for most benefits. Jerome's is a smoke and tobacco free environment. Jerome's is a Drug Free Workplace, in as such, all prospective candidates are required to complete and pass a background check and drug screen as a condition of employment, and prior to employment. Jerome's is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. All offers of employment made by Jerome's are contingent upon the successful completion of a background investigation and a pre-employment drug screen (which must be completed within 3 business days of any conditional offer of employment). The existence of a criminal record is not an automatic or absolute bar to employment and a candidate's criminal record will be considered individually based on factors such as the relationship between the job sought and the criminal offense, the timing of the offense, the nature of the offense, and any other relevant information. Look into all of our career opportunities at ***********************
    $18-26 hourly 14d ago
  • Call Center Representative

    Taxrise

    Call center representative job in Irvine, CA

    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, so 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: $22.00 - $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 $24.00 - $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.
    $22-27 hourly Auto-Apply 8d ago
  • Call Center Representative

    Cycle Express

    Call center representative 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

    Hurtt Family Health Clinic

    Call center representative job in Tustin, CA

    Call Center Representatives will answer all incoming calls from the main clinic phone line and route calls to the appropriate employee or department. This position will also schedule patient appointments at appropriate clinic locations with appropriate medical provider as part of the Patient Services team. This position is full-time with a schedule of Monday through Friday 8am to 5pm with occasional weekend hours for a rotating Saturday morning shift (Saturday 8am-12pm). All Call Center Representatives must be bilingual in Spanish and English. The best candidate for this position: * is bilingual in Spanish with strong verbal and written communication skills * has previous successful experience working in a call center or telephone based customer service; including 100+ calls per day * has basic typing, telephone technical, and computer skills (Microsoft Word, Outlook, and Excel). Knowledge of EMR systems is a plus. * has a positive, patient, and professional demeanor at all times to coworkers and patients * is dependable, self-motivated, proactive, and a team player What You'll Do: Job Responsibilities & Duties * Maintains the highest level of professionalism when answering telephone calls as HFHC "Ambassador". * Schedules patient appointments for medical, dental, mental health, chiropractic and optometry visits. * Maintains a thorough knowledge of appointment policies and procedures to ensure appointments are scheduled accurately to provide a positive experience for all patients. * Routes calls to appropriate staff in a timely and efficient manner. * Participates in staff and educational meetings. * Maintains confidentiality of all telephone calls and messages as appropriate. * Trains back up personnel on telephone system, EMR, and phone protocol. * Receives faxed documents, and distributes to appropriate staff. * Reroutes telephone messages and enters all requests directly into EMR and sends to appropriate staff. * Maintains a clean, safe and unobstructed workplace. * Routes or replies to messages left in clinic voice message queue. * Arranges for trained personnel to replace the call center position when absent. * Performs other specified duties whenever assigned. These duties are not exclusive and with consideration of the job requirements and employee skills, this job description can be added to or taken away from at the discretion of the employee's immediate supervisor. What You'll Bring: Minimum Qualifications * High School Diploma or equivalent. * Treat people with dignity, respect, compassion and integrity at all times. * A pleasant personality to people you are speaking with on the telephone, visitors, and company personnel. * The ability to act and think promptly and professionally. * Proficiency with Windows, Microsoft Office (Word, Excel, Outlook, PowerPoint, Internet Explorer). * Hands-on PC compatible computer knowledge, understanding and skill. * Basic typing (40 wpm). * Excellent phone skills. * Must be bilingual in Spanish and English * Good verbal and written communication skills. * Legible writing skills. * Strong interpersonal skills * Self-motivated and flexible. * Good organizational skills. * Ability to recognize and maintain confidentiality of information as appropriate. * Regular timely attendance on the job. * Position requires working full- time, which may be scheduled anytime within the overall hours that the clinic is open. The position requires working in a busy, open area office where the Call Center Associate will spend long hours sitting and using office equipment and data entry, which requires attention to detail and high levels of accuracy. This position may also require some lifting of supplies and materials from time to time.
    $30k-40k yearly est. 14d ago
  • Call Center Representative

    VB

    Call center representative 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

    O. C. Credit Union

    Call center representative 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 over 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 30d ago
  • Call Center Representative - Remote

    Perunhr

    Call center representative job in Newport Beach, CA

    I am the person Company is looking for.” You have customer service experience in any industry and enjoy talking to people over the phone. You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day. You've taken on challenging customer interactions with patience, empathy and composure, knowing when to take ownership and when to escalate client concerns. You're open to working overtime hours, as needed. working from home the first 7 weeks of training, then coming into the office 2 days a month thereafter. As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial professionals and internal colleagues. You'll help callers feel comfortable and supported while they're making significant financial decisions. You'll relay complex, ever-changing information about mutual funds and financial service regulations. You'll build trust in these interactions by learning new concepts and researching information in real-time to provide solutions. You don't need any previous experience or knowledge in investment management to thrive in this job. We'll teach you everything you need to know, which makes this a perfect starting point to launch your career with Company.
    $30k-40k yearly est. 60d+ ago
  • Call Center Representative - Banking Services

    Orange County's Federal Credit Union 4.3company rating

    Call center representative job in Santa Ana, CA

    Job Description 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 over 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. 31d ago
  • WFH Call Center Representative

    Drgjong Oral & Maxillofacial Surgery

    Call center representative 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 representative 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. 20d ago
  • Appointment Center Agent

    Sac Health System 4.2company rating

    Call center representative job in San Bernardino, CA

    Who We Are: SAC Health empowers our patients and their families to live vibrant and healthy lives through culturally responsive, exceptional care. Patient-centered, whole-person care. Our unique, full scope, team-based approach is what makes SAC Health the provider of choice for patients. Top-Tier Patient Satisfaction Scores | Largest Teaching Health Center FQHC | 11 Locations offering 44 Specialties | NCQA Patient-Centered Medical Home Level 3 Certified Multi-Site Approved for NHSC & NCLRP loan forgiveness programs - NHSC/Nurse Corps/STAR/Pediatric Specialty | HPSA Scores: Primary: 17 | Dental: 25 | Mental: 20 What We Are Looking For The Appointment Center Agent is primarily responsible for answering inbound calls for all of SAC Health departments in a positive, timely, and professional manner. Schedule, confirm, cancel, and amend appointments as well as verify, update, and/or correct insurance information in the company provided computer system and software. Schedule: 4 days per week, 10 hours per day Mon-Thur 7am-5:30pm 30min Lunch | Location: Brier Clinic, San Bernardino, CA ESSENTIAL FUNCTIONS AND DELIVERABLES * Answer inbound calls in a warm, friendly, and timely manner. * Brand each call according to SAC Health's expectations and standards. * Communicate with patients and staff in a clear tone, pleasant language, and positive attitude. * Provide accurate information for all inquiries regarding appointment information, appointment location, and doctor assignment and availability. * Schedule, cancel, and amend appointments in the company-provided computer system and software for all SAC Health patients and departments accurately. * Validate, update, and/or correct insurance information in the company-provided computer system and software as needed for all SAC Health patients. * Confirm eligibility status on a variety of payer sources when scheduling appointments. * Verify patient demographics, authenticate the caller, and collect pertinent billing information. * Ability to maintain composure and professionalism while always working with patients and staff. * Able to work with minimal supervision and maintain positive rapport while operating within a group/team setting. * Ability to meet individual, departmental, and company expectations and goals. * Ability to collaborate, support, and function in a teaching organization that builds, coaches, and embraces interns and residency programs. Must demonstrate a passion for the team and have the ability to consistently work with rotating doctors, residents, and interns, while continuously building a trusting, safe, patient-centered workplace. * Assist with training new and established employees as needed. * Other duties as assigned. QUALIFICATIONS: * Education: High school diploma or equivalent required. Medical terminology and additional studies in business are preferred. * Licensure/Certification: As a requirement of this position, you must receive EPIC certification for the module you have been hired into. Medical Assistant preferred but not required. * Experience: Preferred: 1+ years in a Call Center or Appointment Center, ideally with medical office experience (front or back). * Essential Technical/Motor Skills: Telephone skills and computer competency required. Ability to calculate figures and amounts such as discounts and percentages is required. * Interpersonal Skills: Effectively communicate with all levels of personnel, students, and patients by phone, in writing and in person. Must be able to read, analyze and interpret procedures from various payer sources. Must possess basic writing skills. * Work Eligibility: Must be legally authorized to work in the United States on a full-time basis. Must not now or in the future require sponsorship for employment visas. EEO: SAC Health is committed to fostering a diverse, equitable and inclusive work environment and is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Full Benefits Package Industry Leading PTO Accrual (accrued per pay period) | Sick Leave | Paid Holidays | Paid Jury Duty, Bereavement | SAC Health Covers approximately 85% of Team Member health premium costs (may vary w/benefit plan selection) | Retirement - up to 8% employer contribution | Continuing Education and Learning Benefits | Annual Mission Trip and much more! Learn More About the Work We Do: SAC Health's Mission: SAC Health's mission is to reflect the healing ministry & love of Jesus Christ through healthcare, education & partnerships that empower our communities to flourish. SAC Health's Core Values: Quality Healthcare - Teamwork - Wholeness -Integrity - Compassion - Excellence - Humble Service - Respect
    $37k-44k yearly est. 1d ago
  • Call Center Sales Agent

    Guardian Tax

    Call center representative 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 29d ago
  • Call Center Sales Agent I

    Chaparral Motorsports

    Call center representative job in San Bernardino, CA

    A Mail Order Associate interfaces with customers by phone and process order requests into the computer. Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. ESSENTIAL DUTIES AND RESPONSIBILITIES: may include the following. Other duties may be assigned. Talking with potential customers by answering product and service questions; suggesting information about other products and services. Using the computer to Look up records and enter customer information. Process sales orders for motorcycle and ATV parts and accessories. Answer customer questions and deliver customer service. Determine and communicate prices for parts requested. Process change of address information. Process order cancellations and changes. Soliciting sale of feature, cross-selling, and up-selling products to customers. Completing any follow-up necessary to ensure complete and accurate service and customer satisfaction. Addressing complaints and customer concerns and bringing them to the attention of assigned Supervisor for further investigation and consideration. Resolving customer service issues within a reasonable level of authority. Displaying the ability to control calls and meet/exceed customer needs and expectations. Also displaying good judgment by enlisting the assistance of supervisory or mentor help when required. Displaying and understanding of, and the ability to, process International customer orders. Displaying development of product and technical knowledge, as well use of the Chaparral motorsports catalog and web resources. Displaying flexibility in work schedule. Qualifications QUALIFICATIONS: to perform this job successfully, an individual must be able to perform each essential duty satisfactory. The requirements listed below are representative of the knowledge, sill, and/or ability required. KNOWLEDGE Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography, and transcription, designing forms, and other office procedures and terminology. Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. BASIC SKILLS Active Learning- Understanding the implications of new information for both current and future problem-solving and decision-making. Active Listening- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Critical Thinking- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Learning Strategies- Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. Mathematics - Using mathematics to solve problems. Monitoring- Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. Reading Comprehension- Understanding written sentences and paragraphs in work related documents. Science - Using scientific rules and methods to solve problems. Speaking- Talking to others to convey information effectively. Writing- Communicating effectively in writing as appropriate for the needs of the audience. SOCIAL SKILLS Coordination- Adjusting actions in relation to others' actions. Instructing - Teaching others how to do something. Negotiation- Bringing others together and trying to reconcile differences. Persuasion- Persuading others to change their minds or behavior. Service Orientation- Actively looking for ways to help people. Social Perceptiveness- Being aware of others' reactions and understanding why they react as they do. COMPLEX PROBLEM-SOLVING SKILLS Complex Problem Solving- Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. TECHNICAL SKILLS Equipment Maintenance - Performing routine maintenance on equipment and determining when and what kind of maintenance is needed. Equipment Selection - Determining the kind of tools and equipment needed to do a job. Installation - Installing equipment, machines, wiring, or programs to meet specifications. Operation and Control - Controlling operations of equipment or systems. Operation Monitoring - Watching gauges, dials, or other indicators to make sure a machine is working properly. Operations Analysis - Analyzing needs and product requirements to create a design. Technology Design - Generating or adapting equipment and technology to serve user needs. Troubleshooting - Determining causes of operating errors and deciding what to do about it. SYSTEM SKILLS Judgment and Decision Making- Considering the relative costs and benefits of potential actions to choose the most appropriate one. Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes. Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system. RESOURCES MANAGEMENT SKILLS Management of Financial Resources - Determining how money will be spent to get the work done, and accounting for these expenditures. Management of Material Resources - Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work. Management of Personnel Resources - Motivating, developing, and directing people as they work, identifying the best people for the job. Time Management- Managing one's own time and the time of others. PHYSICAL DEMANDS 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 and talk or hear. The employee occasionally is required to stand, walk, bend, stoop and reach with hands and arms. The employee is required to sit for duration of the shift. Specific vision abilities required by this job include close vision, color vision, peripheral vision, and ability to adjust focus. Occasionally lift up to 25 pounds BODY POSITIONING Spend Time Making Repetitive Motions Spend Time Sitting Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Communication Contact With Others Electronic Mail Face-to-Face Discussions Letters and Memos Public Speaking Telephone Competition Level of Competition Conflictual Contact Deal With Unpleasant or Angry People Frequency of Conflict Situations Environmental Conditions Cramped Workspace, Awkward Positions Impact of Decisions Frequency of Decision Making Impact of Decisions on Co-workers or Company Results Routine versus Challenging Work Importance of Being Exact or Accurate Importance of Repeating Same Tasks Structured versus Unstructured Work Pace and Scheduling Time Pressure Role Relationships Coordinate or Lead Others Deal With External Customers Work With Work Group or Team Telecommuting Not available for this position While performing the duties of this job, the employee is required to work within an office setting within a controlled temperature environment.
    $27k-39k yearly est. 9d ago
  • Rehab Services Front Desk/Call Center Specialist

    Military, Veterans and Diverse Job Seekers

    Call center representative 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 representative 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. 25d ago

Learn more about call center representative jobs

How much does a call center representative earn in Temecula, CA?

The average call center representative in Temecula, CA earns between $27,000 and $45,000 annually. This compares to the national average call center representative range of $25,000 to $39,000.

Average call center representative salary in Temecula, CA

$34,000
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