Post job

Call Center Representative jobs at Christian Community Credit Union

- 448 jobs
  • Part-Time PM Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 31d ago
  • Bilingual Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts. What You Will Do: * Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages. * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 60d+ ago
  • Customer Retention Representative (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday. What You Will Do: * Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some insurance and/or sales experience preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including a pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas
    $62k-109k yearly est. 60d+ ago
  • Call Center Representative

    Sound Credit Union 3.9company rating

    Lynnwood, WA jobs

    Job Details Entry Corporate Office Lynnwood - Lynnwood, WA Full Time High School Diploma or equivalent. $21.50 - $26.50 Hourly Hybrid Mon - Fri, Rotating 1/2 Days Sat Call CenterDescription Sound Credit Union is currently seeking a Call Center Representative to join our team! If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Call Center Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $21.50 - $24.00 depending on previous experience and education. The full salary range is $21.50 - $26.50. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: As the first point of contact in our Call Center, you will assist our members over the phone with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to deliver exceptional member service. Requirements: One year experience in customer service required, preferably in a Call Center environment. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires a schedule of Monday - Friday with shifts between 8:00AM - 6:00PM and rotating Saturdays 9:00AM -1:00PM, affording a day off during the week. In this role, you will work out of our Lynnwood call center. In your role you may have the ability to combine hybrid in-person and remote work once fully trained. About Sound Credit Union… Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26 full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at: ******************************** to apply. The Future is in Our Hands… Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $21.5-26.5 hourly 15d ago
  • Call Center Rep - Spanish Bilingual Preferred

    A+ Federal Credit Union 4.3company rating

    Harker Heights, TX jobs

    Job Type: Full-Time Exemption Type: Non-Exempt Wage Amount: $19.25 hourly minimum Join a wonderful team and work for an growing organization with a one-team spirit and where every voice matters! All Contact Center Consultants are eligible for incentives of up to $400 per month. The incentives will be payable so long as the Contact Center Consultant is employed by A+ Federal Credit Union in the Contact Center on the payment dates referenced above. The incentives are subject to required and authorized taxes, withholdings and deductions. Work from home eligibility after six months with Meets Standard Performance & Manager Approval. Are you ready for something new? Our Contact Center Consultants are the first responders for the Credit Union and work together in a One-Team Many-Voices environment. Through communication, training, and continued learning/development, you will be able to assist members with questions associated with many areas of the organization. Many of our consultants move on to become supervisors and/or work in other areas of our credit union. It s a wonderful place to build a solid understanding of our organization and to serve our membership! Join our team of professionals who are ready to assist, guide, and educate members to enhance their overall financial well-being. This is a great way to start your financial services career! Wage Amount $19.00/hr +$1.00/hr Call Volume Premium + Potential $2,400 Annual Incentive Bonus + Potential 4% Annual Company Bonus Apply today to be the voice of A+ Federal Credit Union! Essential Functions for Level I Answer all incoming calls within the established ring time goal Ensure proper identification of members using Security PINs or approved security questions prior to releasing information or conducting transactions Staying apprised of any phone, check or debit card scams to identify potential loss or fraud on every call Use pleasant, professional voice, and good listening skills to enhance service Assist members with loan inquires, which may include, payoff request, rate information, processing payments, establishing automatic transfers and payment history details Educate/advise members on questions relating to accounts, rate information, product or service requests, and/or error resolutions after completing any necessary research Promote and maintain quality internal service at all times in order to cultivate relationships with departments and branches to develop a team atmosphere within the Credit Union Attain and maintain knowledge of all credit union products and services Inform existing and prospective members of current promotions and new or updated products/services Utilize online account opening system to open various types of accounts for members, offering products/services in order to increase services per retail household Answer questions regarding cleared items, direct deposits, and various types of transactions on accounts Place applicable types of stop payments following appropriate procedures Be knowledgeable of regulation requirements as applicable to debit card holds, pending transaction processes, opting members in and out. Ability to explain requirements to the members Assist members with trouble shooting and resolving issues by accessing member s online activity and resetting or unlocking logins Prepare and submit all wire transfer requests following appropriate procedures Use DocuSign system to securely send appropriate requested documents to members for completion Use internal software to review and create copies of cleared items as requested Handle adjustments to credit union Member Rewards program Answer inquiries regarding funds availability/check holds and releasing holds within approved limits Handle debit card requests for ordering, blocking, and travel notifications Make fee reversal decisions within approved limits Expected to reach and maintain a minimum of 75% success in established sales goal referrals and 80% success in quality assurance monitoring Complete required assignments for Level I Perform other duties as required or assigned Miscellaneous Schedule and conduct monthly individual dialogs with Manager Assist with department projects, as assigned Participate in outside credit union sponsored activities and community/education events to increase credit union awareness *For more information about our hiring process and benefits, click the following link: ***************************** Job Requirements Education and Experience High school diploma or GED equivalent Minimum of six months financial institution experience or equivalent call center experience preferred Knowledge, Skills & Abilities Skilled use of phone system, computer, and all related software Excellent verbal and written communication skills Research, problem solving skills and dealing with potential conflict Basic math/accounting skills Bilingual Spanish preferred Desirable Traits Pleasant and professional appearance Pleasant speaking voice Good listening skills Enjoys working with public using courteous professional approach. Able to work flexible hours Dependable, independent worker Organizer and planner Possess decision-making abilities. Physical Functions Must have the ability/stamina to work at least 40 hours a week Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data Must be able to communicate heavily through telephone, e-mail and in-person communications Must be able to engage in problem-solving skills to help identify and solve potential issues in the field
    $19.3 hourly 60d+ ago
  • Call Center Representative - Arizona Location Required

    GTE Financial 3.6company rating

    Remote

    Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer-focused for a Member Experience Advocate I. The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating an environment that drives innovation to deliver a remarkable member experience. Each employee is an owner of this experience and is committed to its success. What does GTE look for in a Member Experience Advocate? Experience: Manages inbound calls and/or virtual teller sessions. Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries. Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement. Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution. Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude. Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization. Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking. Operational: Adheres and remains updated on all Member Care and credit union procedures and policies. Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II. Commit to achieving individual, team, and organizational goals. Communicate with the leadership team on a consistent basis. Engages in the team, organizational, and community initiatives. Responsible for completing all required training in a timely manner. Maintains current knowledge of all applicable compliance rules and regulations through assigned training. Working knowledge of Word, Excel, and Explorer; 10 key skills. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, and Right to Financial Privacy Act, and the Bank Bribery Act. Bilingual preferred (English/Spanish). Required Qualifications: High school diploma or equivalent from an accredited institution. Some college preferred. Minimum 1-3 years' experience or combination of education and experience. Previous customer service, banking, and/or call center experience required. Position Details: Location: Downtown Tampa - GTE Headquarters Department Hours: Monday- Sunday (7:00 am to 8:00 pm) Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. The position is defined as remote in nature and may be changed at any time by management with appropriate notice, if possible. Required for Remote/Hybrid Work: A quiet workplace so you can focus on delivering excellent service to our members. Some positions will require performance standards to be met to qualify for alternative work arrangements. Required to have power and high-speed internet over 100MB (minimum). Video capability (connection of 1.5 Mbps up and down recommended). Candidates must provide and meet all technical requirements prior to the first day of training. Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
    $27k-33k yearly est. Auto-Apply 7d ago
  • Call Center Representative III

    Trustmark 4.6company rating

    Columbus, OH jobs

    Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is looking for a Call Center Representative to join the team. Responsible for responding to high volume of inbound client/customer requests and inquiries by providing information, processing basic customer profile changes, or directing requests to other functional business teams. Provides alternatives and options during phone calls; demonstrated ability to gather information and make appropriate decisions focusing on the first call resolution; documents the customer interaction in the appropriate systems. **Key Accountabilities** + Researches and resolves high volume of complex customer inquiries and escalations, through a strong understanding of business rules, products and procedures. May be involved in retaining clients at risk of terminating. May support several blocks of business and multiple applications that administer those blocks. + Determines root cause and resolve client/customer issues, coordinating with internal departments as necessary. + Enters semi and non-routine client/customer updates into the appropriate system. + Serves as a team resource and mentor for new hires. + Participates in departmental/interdepartmental projects. + Provides back-up to the administrative processing area, when volumes increase. **Minimum Requirements** + High School Diploma or GED with 4 - 6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $24.38 - $35.23 per hour The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $24.4-35.2 hourly 20d ago
  • Relationship Advisor MRC - Call Center Rep (Hybrid)

    Mazuma Credit Union 3.9company rating

    Overland Park, KS jobs

    Job Details Overland Park Headquarters - Overland Park, KS Full Time BankingDescription Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our Members and Team Members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this: Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and this position should lead this value by example. We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren't afraid to make decisions-even some of the difficult ones. Did we say productive? We're super productive. Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things. We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you'll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction. Besides that, here's what else keeps Team Members here: Up to 27 days off a year, including: 10 paid Holidays Mental Health Day Anniversary Day PTO starting on the first day 40 hours of Paid Volunteer Time per year Traditional & Roth 401K with company match Medical, Dental, and Vision benefits effective 1st of the month following first day Wellness credit available for Medical premiums Company paid benefits including: Basic Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Vision Insurance Maternity & Menopause Support Programs Employee Assistance Program On-Site Gym at our Headquarters location in Overland Park Discretionary Stakeholders bonus program Attractive interest rates on Team Member checking & Team Member money market accounts Consumer and mortgage loan discounts We love to smile, which is why it's in our logo About the role The Relationship Advisor - MRC receives incoming calls and determines the products, services, or resources that the Retail and Small Business Member requires, then assists the Member or connects them with the staff representatives in the appropriate department who can provide them the assistance they need. Outbound calling using dialer functionality or calling manually for specific education campaigns for targeted Member segments may be required. This individual is an ambassador for Mazuma and serves to make the Member feel welcome, comfortable, and educated on Mazuma's products and services in order to refer the best possible product to match the Member's needs. The goal is to deliver outstanding Member experiences and to create Member engagement through active listening, superior service, delivery and follow-through of a Member's identified and unidentified needs resulting in First Call Resolution The Relationship Advisor - MRC will be constantly developing product & job knowledge in order to perform all assigned duties with no assistance and minimal errors. Essential Functions & Responsibilities: Comply with all federal regulations pertaining to financial institutions, all established organizational policies and guidelines, and operational procedures. Follow all established procedures related to transactions. Remain alert to suspicious individuals or transactions and, when appropriate, notify the immediate supervisor of concerns. Display basic understanding of loans and ancillary products on a level related to the position and engage in all relevant sales and service activities. Meet or exceed the assigned expectations for sales and service and productivity metrics. Guide, inform, and educate our Members through each interaction by helping them select the right product to meet their needs. Guide, inform, and educate Members in establishing an account relationship and all other manner of basic account maintenance as it applies to the position. Answer questions and accurately assist with negotiable instruments such as transfers, balance inquiries, card functions, personal and third-party checks, bonds, cashier's checks, loan payments and payoff requests, and online banking navigation. Perform account maintenance including updates to Member's account information. Understand, complete, and explain all associated paperwork, fees, and other information to Members by phone or electronically. Obtain proper endorsements and process these items accurately with knowledge of appropriate holds when applicable. Acquire and apply basic knowledge of all job duties and expectations as identified for this role. Display an understanding of all auxiliary or required internal applications related to their role. Basic proficiency in completing Member requested transactions through applicable channels. Knowledge of internal processes related to member disputes, fraud claims, check orders, stop payments, and lien releases. Have a strong understanding of the ODP program in order to effectively explain and process refunds accurately. Assist Members with bookkeeping and any other account activities. Other duties as assigned. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Job & Technical Expertise Results Orientation Member Service & Retention Personal Accountability Communication & Interpersonal Skills Teamwork & Collaboration Develops Self & Others Strategic Thinking & Vision Culture Expectations: Positive, Fun Attitude - Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members. Behavior and appearance should be appropriate and should lead by example. Teamwork - Proactive collaborator who embraces the opportunity to work with others. Punctual and dependable. Able to manage conflict well amongst Team Members and Members. Demonstrates strong people skills, initiative, and decision-making ability. Productivity meets or exceeds expectations for the position. Learning & Growth - Demonstrates initiative in not only self-development, but the development of others. Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning. Creativity & Progressive Mindset - Able to think outside the norm, introduce new ideas, and proactively solve problems. Positive change agent that embraces team direction. Knowledge and Skills: Required Experience: 1 year of customer service experience. Preferred Experience: 1 year of experience in a financial institution. 1 year of experience in a call center. 1 year of consumer lending preferred Education: Required Education: High school diploma or equivalent. Other Skills: Windows and Microsoft Office software (Outlook, Word, and Excel) as well as advanced keyboarding skills. Effective at problem-solving and making decisions. Well organized. Good mathematical ability, with strong problem-solving and negotiation skills. Must be able to take phone calls for up to 8 hours. Required to work a flexible schedule that may include extended hours, holidays, or Saturdays. Excellent communication skills. When working remote, understands how to resolve connectivity issues before engaging support. Ability to use technology efficiently without disruption to our Members. Effective at multi-tasking. Physical Requirements: Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours, including Saturdays, whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Work Environment: Must be able to routinely perform work indoors in a climate-controlled office environment with minimal noise. Mazuma Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
    $27k-31k yearly est. 60d+ ago
  • Call Center Representative (Temporary)

    Ascensus 4.3company rating

    Phoenix, AZ jobs

    Ascensus is the largest independent retirement and Government Savings services provider in the US, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! Video Interviewing: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! This is a temporary position with the possibility of converting to full time based on company need and performance. The hourly rate is $19. Class start dates are: 10/15 10/29 11/12 ****These positions are 100% fully remote**** The first 2 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, you will be offered one of the shifts below (times are in Eastern Standard Time): Late Shift 12:30 pm to 9:00 pm 1:30 pm to 10:00 pm 2:30 pm to 11:00 pm The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Required Education and Experience High school diploma or GED, and further applicable education or equivalent experience. 1+ years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smart phone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $19 hourly Auto-Apply 60d+ ago
  • Inbound Call Center Representative

    Alliant Credit Union 4.8company rating

    Chicago, IL jobs

    Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance. Responsibilities Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions Process financial transactions on member's accounts in an efficient and effective manner Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes Process credit card payments, transfers, fees, and all related tasks Decision fee-refunds within defined relationship parameters Act as a member advocate and handle difficult conversations with professionalism and courtesy Resolve member's concerns while ensuring regulatory compliance Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport) Education Minimum: High School or Equivalent Preferred: 4 year / Bachelors Degree in Business, Finance, or Related Years of Experience For Level 2: Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment For Level 3: Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment Compensation & Benefits: Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge. Additional Compensation: Monthly Incentive Plan Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match. Additional Benefits: Work from home up to 3 days a week Paid parental leave Employee discount programs Time off including paid personal and sick days 11 paid holidays Education reimbursement *Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
    $22 hourly Auto-Apply 60d+ ago
  • Call Center Representative

    Affinity Federal Credit Union, LLC 4.2company rating

    Ridgefield, NJ jobs

    In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: * Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. * Prior banking experience is preferred. * Prior CRM experience is preferred, but not required. * Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. * Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.
    $48k-50k yearly 60d ago
  • Call Center Representative

    Affinity Federal Credit Union 4.2company rating

    Ridgefield, NJ jobs

    Job DescriptionIn order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. Prior banking experience is preferred. Prior CRM experience is preferred, but not required. Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.
    $48k-50k yearly 5d ago
  • Teller Center Representative (Las Cruces - Remote)

    GECU 4.0company rating

    Las Cruces, NM jobs

    Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! BASIC RESPONSIBILITIES Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner. TYPICAL DUTIES Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift. Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases. Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met. Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses. Balance cash box assignment at the end of the day. Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community. Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained. Ensures that members' accounts are handled accurately. Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically. Exercises professionalism and good judgment with members and coworkers. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with general operation of the credit union.
    $33k-39k yearly est. 14h ago
  • Call Center Lending Specialist

    Columbia Credit Union 4.0company rating

    Vancouver, WA jobs

    Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs. RESPONSIBILITIES: Initiate conversations with new and existing members to actively solicit new or additional lending products. Experienced in and ability for meeting personal and team goals. Initiate conversations with new and existing members to actively solicit new or additional lending products. Initiate outbound calls or emails to current members. Originate loan applications for consumer loan products and credit cards. Maintain up-to-date knowledge on all credit union products and services. Participate in cross-functional projects, promotions and training. Respond to loan inquiries initiated through Columbia's remote channels. Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members. Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization. REQUIREMENTS Minimum three (3) years previous lending experience with a financial institution. Current NMLS license or ability to obtain upon hire. Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat. Strong organizational, verbal and written communication skills. Strong computer skills. Ability to work effectively independently and within a team. Ability to work from home. Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed. Occasional travel to Operations Center, with at least one week's notice when allowable. COMPENSATION $26.00- $30.00/ hour + Commission Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply
    $26-30 hourly 53d ago
  • Call Center Representative - On Site/Harrisburg, PA

    Mid Penn Bancorp Inc. 3.9company rating

    Harrisburg, PA jobs

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Prints and mails documents, statement, and other notices. Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. Responds to voicemails. Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. Intermittent rotating weekend hours required. Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $29k-34k yearly est. Auto-Apply 54d ago
  • Call Center Representative - On Site/Harrisburg, PA

    Mid Penn Bank 3.9company rating

    Harrisburg, PA jobs

    A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities * Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. * Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. * Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. * Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. * Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. * May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. * Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. * Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Prints and mails documents, statement, and other notices. * Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. * Responds to voicemails. * Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. * Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. * Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. * Intermittent rotating weekend hours required. * Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. * Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
    $29k-34k yearly est. 55d ago
  • Call Center - Member Experience Representative

    Wright-Patt Credit Union 3.9company rating

    Hilliard, OH jobs

    We are hiring for our call center in Columbus market. Located in Hilliard, Ohio. Our operating hours are 8am - 8pm M-F and Sat. 9am-1pm. Must have open availability. Member Experience Representatives I (MERs) deliver extraordinary service to WPCU member-owners in fast paced, high volume environment via remote delivery channels such as telephone and e-mail. MERs accurately and efficiently respond to member account inquiries and process a variety of electronic transactions for members. MERs comply with applicable policies and procedures; adhere to optimized schedule while exceeding call center monitoring expectations. MERs proactively suggest appropriate products and services to educate members to manage their financial needs and provide information about Wright-Patt Credit Union's mission and vision. Provide extraordinary member service in a fast paced, high call volume environment by being knowledgeable, engaging with members, making members feel valued, and consistently applying defined service standards. Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. Actively listen to fully understand members' needs. Accurately process members' transactions while looking for opportunities to refer products/services that fit our members' financial needs. Resolve escalated member concerns while achieving first call resolution expectations. (40%) Accurately respond to member account inquiries and process transactions. Transactions include, but are not limited to: processing payments, withdrawals in the form of cashier checks, processing internal transfers and withdrawals including revolving line of credit advances, credit/debit/ATM card transactions, etc. (40%) Proactively identify and make appropriate qualified referrals for Members that will save member's time, money and/or provide peace of mind. Look for ways to enhance members' relationships with WPCU by building trust and confidence. (10%) Balance teller totals daily. (5%) Perform miscellaneous duties such as filing, maintaining supplies, software release testing, etc. (5%) Required Skills Must have a High School Diploma or equivalent or ten (10) years equivalent work experience. Some post-secondary education is preferred. Must be able to learn and apply a variety of software applications. Must have accurate keyboarding skills. Prior experience in a retail service environment Some call center and member service experience is preferred.
    $29k-33k yearly est. 22d ago
  • Call Center Representative 1

    The Community Bank 4.2company rating

    Zanesville, OH jobs

    Job Description Summary: Works closely with other Call Center Customer Care team members, other Bank personnel and departments to provide outstanding service for customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The Call Center Customer Care 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 the customer to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response. Recommend and/or promote products or services that may suit the customer needs. Essential Duties and Responsibilities: include the following. Other duties may be assigned. Responsible for researching and resolving customer and internal employees' inquiries via telephone, email and/or Banno messages Provides customer support for electronic banking products and services, including Digital Banking, Bill Payment, Mobile Banking, Online Account Opening, and Debit Card inquiries. Resolves customer inquiries and issues promptly regarding new accounts, existing accounts, loans, payments, automatic transfers, and interest rates in a professional and supportive manner. Cross-sells Bank services and supports all functions within the Call Center. Positively represents the Bank's culture and values by building lasting relationships with customers, other Customer Care Call Center team members, and Bank employees based on trust and reliability. Completes and maintains related account maintenance. Completes research and resolves documentation errors or discrepancies. Provides information to customers on Bank policies, procedures and programs. Adheres to Call Center performance metrics to ensure service levels and customer expectations are consistently achieved. Maintains and projects the Banks professional reputation through professional and courteous interactions with customers and other Bank employees. Completes ongoing internal education opportunities to sustain broad base of product, service and applications/technical knowledge. Individually participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks Maintains awareness of and adheres to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and applies them to daily tasks Assist customers and internal employees with OpenAnywhere questions Assists in resetting customer and employee passwords in adherence with Bank policy and procedures. Other duties as assigned. Follows and supports the Bank's policies and procedures accurately. Positively represents the Company's culture and values. Achieves annual goals as assigned. Completes annual required regulatory training and Cybersecurity curriculums as assigned. Completion of the General Knowledge Assessment in the first 90 days of employment. Supervisory Responsibilities No Supervisory Responsibilities Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledgeable: Knowledge of the inner processes of the Bank, products and services and the associated application used to provide the Bank's products and services. Detail-Oriented: Listens carefully to customers and be able to notice small details to provide accurate responses to customers. Organized: Able to take quick notes, access Customer Relationship Management (CRM) systems and track recorded conversations while speaking to customers. Flexible: Adapt to unique customer queries and situations. Friendly/Empathetic: Understands a situation from a customer's perspective and has a positive attitude toward people, even when dealing with difficult problems. Calm Under Pressure: Able to handle a large number of customer calls each day and maintain composure in stressful situations. Effective Communicator: Effectively communicate with customers with great verbal and written skills. Efficient: Responds to customers in a timely manner and proactive in anticipating customer needs. Education, Training and/or Experience High school diploma or general education degree (GED); and two years of banking experience and/or training; or equivalent combination of education and experience. Must have or are willing to acquire and continue to acquire additional working knowledge of all products and services offered by the Bank and associated applications they reside on. Sales experience is preferred. Language Skills Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to Executive Management, public groups, and/or Boards of Directors. Mathematical Skills Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations. Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis. Reasoning Ability Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Certifications, Licenses, Registrations Valid Ohio Driver License Completion of the General Knowledge Assessment in the first 90 days of employment. 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 sit. The employee frequently is required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. 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. The noise level in the work environment is usually moderate.
    $32k-37k yearly est. 23d ago
  • Customer Service Center Representative - Operations Center

    The Commercial & Savings Bank 3.7company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. Auto-Apply 16d ago
  • Customer Service Center Representative - Operations Center

    The Commercial & Savings Bank (CSB Bank 3.7company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * To serve our customers in a professional and caring manner. * Adhere to CSB Customer Service & Retail Ready! Standards * Follow CSB professional standards of dress and conduct * Build rapport with customers by asking quality questions to help meet their needs. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. * Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. * Service customers in a professional, efficient and expedient manner. * Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. * Resolve difficult transactions and/or sensitive customer relations. * Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. * Must have excellent working relationship with all departments of the Bank. * Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. * Research issues which arise from customer questions when an immediate answer is unable to be given. * Must be able to follow-thru and get back to customer in a timely manner. * Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. * No customer shall go longer than 24 hours without at least an update to the situation. * Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. * Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. * Must be able to work independently and make the necessary decisions to take care of the customer. * Daily and backup responsibilities for Bank Operations * Will also assist the Bank Operations Manager with special projects. * Create reference material for CSC staff members. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: * Competitive base wage * Incentive compensation and profit sharing * Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) * Paid time off for vacation, illness, bereavement, and jury duty * 401(k) with an employer match and on-site advisers * Employee Assistant Program (EAP) with free access to mental health resources * Comprehensive wellness program with financial incentives to promote a healthy lifestyle * Training and professional development opportunities to help you reach your long-term goals * Paid holidays available immediately upon hire * Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. 38d ago

Learn more about Christian Community Credit Union jobs

Most common jobs at Christian Community Credit Union