Call Center Representative jobs at ConServe - 365 jobs
Call Center Representative - Debt Counselor Hybrid 2462 010226
Continental Service Group LLC 4.2
Call center representative job at ConServe
**Please note, this is a hybrid work opportunity handling Student Loan collections. You must be able to work onsite in our Buffalo, New York Office three (3) days per week, every Tuesday, Wednesday and Thursday.
For 40 years, ConServe has been a leading provider of accounts receivable management and collection services specializing in customized solutions for colleges and universities, guaranty agencies, private lenders, credit unions and government contracts.
We are based on the simple principle that helping people fulfill their obligations, in ways that preserve their dignity, enhances self-confidence and empowers them with a sense of control. At ConServe, we call it Fostering Financial Freedom . We take great pride in being a team of the right people, doing the right thing, at the right time, the right way.
Why join us?
· Performance-based monthly bonus opportunity
· Award-winning benefits packages
· Flexible schedules
· Growth opportunities
· Repeatedly named one of the Best Places to Work in Collections
· Two-time recipient of the Better Business Bureau's Torch Award for Ethics
O*NET: 43-3011.00, 13-2071.00, 43-4051.00, 41-3031.02
Position Summary:
Our Representatives use a consultative approach to manage and collect on delinquent accounts. Our consultative approach helps consumers identify the most suitable way to resolve a balance in the best interest of all parties. Since client satisfaction is a top priority, it is imperative that ConServe locates professional individuals who are customer-focused, detail-oriented and able to work in a fast-paced environment. If you're a motivated, positive, team player and problem solver, then you would be a good fit for the ConServe team.
Essential Duties & Responsibilities:
Obtain information from Consumers in order to determine current financial situation and determine solutions
Provide solutions to Consumers to enable them to resolve their obligation administratively or voluntarily
Gather proper documentation from Consumers and maintain appropriate follow-up
Meet daily, weekly and monthly goals as set by management at ConServe
Daily Productivity - all Representatives will make between 125-200 phone calls per day and work in a callcenter environment or remote work environment.
Monthly Recoveries - must achieve ConServe's monthly targeted performance objectives for collections.
Record Maintenance - proper management & updating of system to maximize contacts
Skip-Tracing - to assist in locating & contacting consumers or businesses
Adherence to ConServe's Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program
Education Requirement:
High School Diploma or GED
Associates or Bachelor's Degree preferred
Skills/ Requirements:
The ability to work 8 hour shifts consisting of three (3) days starting between 8:00 am EST and 9:30am EST and ending between 5:00 pm CST and 6:30 pm EST (start and end time are flexible but the shift must be 8 hours) and two (2) evenings Noon EST - 9:00 pm EST. The training time is currently limited to days and one evening.
The ability to work onsite three days per week and can work remotely the remaining two days.
Prior Student Loan collection experienced preferred.
Willingness to work an occasional Saturday morning shift (optional)
Fluent in conversational English and abiity to proficiently read and write English
Strong verbal communication skills with the ability to listen, persuade, negotiate and obtain resolution
Intermediate Computer skills to document calls and navigate software packages, databases and the internet.
Strong organizational and time management skills
Attention to detail
Ability to act independently to resolve problems
Motivation to learn
Ability to work in a positive, collaborative manner with coworkers
Ability and history of maintaining confidentiality and high level of trustworthiness.
Ability and history of interacting well with team members and customers in a professional manner while maintaining a safe work environment.
Ability to obtain and maintain Government Security Clearance (Please be advised that upon hire, you may go through a State and/or Federal Clearance process. Our team will be available to assist you as you move through this process).
Ability to obtain and maintain State Collections Licensure
US Citizen or Lawful Permanent Resident with three or more years as a permanent resident in the United States.
No conflicts of interest with ConServe or our Clients.
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 except for periodic breaks pursuant to applicable law.
Occasionally lift and/or move up to 25 pounds.
Ability to sit or remain sedentary for your entire work shift (8, 9, or 10 hour shift)
Ability to talk and listen on a phone for your entire work shift (8, 9, or 10 hour shift)
Ability to type on a computer for your entire work shift (8, 9, or 10 hour shift)
Reasonable accommodations may be made to the extent required under applicable law to enable individuals with disabilities to perform the essential functions of this position.
MISSION STATEMENT:
ConServe is dedicated to satisfying the needs of our Clients in a manner consistent with improving the human condition, and that will foster the development of long term mutually beneficial relationships with our Clients, our Employees, our Suppliers and Business Partners and the Community as a whole.
Disclaimer: The above job description is not a contractual or binding document; it is provided as a guide to the types of duties required to be undertaken. Duties may vary from time to time and this description is subject to review. Modifications will be made as needed to support changes in the business climate and requirements.
Continental Service Group, LLC., d/b/a ConServe endeavors to make ******************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact our Recruiting Department at: ************, option 7 or by emailing: *********************.
Qualified applicants will receive consideration for employment regardless of age, race, color, religion, national origin, sex, sexual orientation, gender, gender identity/expression, genetic disposition, genetic markers/carrier status, disability, creed, veteran status, military status, status as a victim of domestic violence, marital status, familial status, pregnancy, childbirth and related medical conditions, and disability, conviction (limited) or other legally protected status.
ConServe is a Drug Free Workplace
$30k-38k yearly est. 5d ago
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Call Center Representative - Debt Counselor HH 2350 052025
Continental Service Group LLC 4.2
Call center representative job at ConServe
**Please note - this posting is only for candidates that reside in the Horseheads/Elmira, NY area. Applications from those outside of these areas will not be considered. This is a remote work opportunity.
For 38 years, ConServe has been a leading provider of accounts receivable management and collection services specializing in customized solutions for colleges and universities, guaranty agencies, private lenders, credit unions and government contracts.
We are based on the simple principle that helping people fulfill their obligations, in ways that preserve their dignity, enhances self-confidence and empowers them with a sense of control. At ConServe, we call it Fostering Financial Freedom . We take great pride in being a team of the right people, doing the right thing, at the right time, the right way.
Why join us?
· Performance-based monthly bonus opportunity
· Award-winning benefits packages
· Flexible schedules
· Growth opportunities
· Repeatedly named one of the Best Places to Work in Collections
· Two-time recipient of the Better Business Bureau's Torch Award for Ethics
O*NET: 43-3011.00, 13-2071.00, 43-4051.00, 41-3031.02
Position Summary:
Our Representatives use a consultative approach to manage and collect on delinquent accounts. Our consultative approach helps consumers identify the most suitable way to resolve a balance in the best interest of all parties. Since client satisfaction is a top priority, it is imperative that ConServe locates professional individuals who are customer-focused, detail-oriented and able to work in a fast-paced environment. If you're a motivated, positive, team player and problem solver, then you would be a good fit for the ConServe team.
Essential Duties & Responsibilities:
Obtain information from Consumers in order to determine current financial situation and determine solutions
Provide solutions to Consumers to enable them to resolve their obligation administratively or voluntarily
Gather proper documentation from Consumers and maintain appropriate follow-up
Meet daily, weekly and monthly goals as set by management at ConServe
Daily Productivity - all Representatives will make between 125-200 phone calls per day and work in a callcenter environment or remote work environment.
Monthly Recoveries - must achieve ConServe's monthly targeted performance objectives for collections.
Record Maintenance - proper management & updating of system to maximize contacts
Skip-Tracing - to assist in locating & contacting consumers or businesses
Adherence to ConServe's Professional Practices Management System (PPMS), Code of Conduct, and Compliance Program
Education Requirement:
High School Diploma or GED
Associates or Bachelor's Degree preferred
Skills/ Requirements:
The ability to work 8 hour shifts consisting of three (3) days starting between 8:00 am EST and 9:30am EST and ending between 5:00 pm CST and 6:30 pm EST (start and end time are flexible but the shift must be 8 hours) and two (2) evenings Noon EST - 9:00 pm EST. The training time is currently limited to days and one evening.
Willingness to work an occasional Saturday morning shift (optional)
Fluent in conversational English and abiity to proficiently read and write English
Strong verbal communication skills with the ability to listen, persuade, negotiate and obtain resolution
Intermediate Computer skills to document calls and navigate software packages, databases and the internet.
Strong organizational and time management skills
Attention to detail
Ability to act independently to resolve problems
Motivation to learn
Ability to work in a positive, collaborative manner with coworkers
Ability and history of maintaining confidentiality and high level of trustworthiness.
Ability and history of interacting well with team members and customers in a professional manner while maintaining a safe work environment.
Ability to obtain and maintain Government Security Clearance (Please be advised that upon hire, you may go through a State and/or Federal Clearance process. Our team will be available to assist you as you move through this process).
Ability to obtain and maintain State Collections Licensure
Legally eligible to work in the United States
No conflicts of interest with ConServe or our Clients.
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 except for periodic breaks pursuant to applicable law.
Occasionally lift and/or move up to 25 pounds.
Ability to sit or remain sedentary for your entire work shift (8, 9, or 10 hour shift)
Ability to talk and listen on a phone for your entire work shift (8, 9, or 10 hour shift)
Ability to type on a computer for your entire work shift (8, 9, or 10 hour shift)
Reasonable accommodations may be made to the extent required under applicable law to enable individuals with disabilities to perform the essential functions of this position.
MISSION STATEMENT:
ConServe is dedicated to satisfying the needs of our Clients in a manner consistent with improving the human condition, and that will foster the development of long term mutually beneficial relationships with our Clients, our Employees, our Suppliers and Business Partners and the Community as a whole.
Disclaimer: The above job description is not a contractual or binding document; it is provided as a guide to the types of duties required to be undertaken. Duties may vary from time to time and this description is subject to review. Modifications will be made as needed to support changes in the business climate and requirements.
Continental Service Group, LLC., d/b/a ConServe endeavors to make ******************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact our Recruiting Department at: ************, option 7 or by emailing: *********************.
Qualified applicants will receive consideration for employment regardless of age, race, color, religion, national origin, sex, sexual orientation, gender, gender identity/expression, genetic disposition, genetic markers/carrier status, disability, creed, veteran status, military status, status as a victim of domestic violence, marital status, familial status, pregnancy, childbirth and related medical conditions, and disability, conviction (limited) or other legally protected status.
ConServe is a Drug Free Workplace
$30k-38k yearly est. 19d ago
Customer Service Representative
Esquire Bank 4.4
Jericho, NY jobs
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
$40k-55k yearly 3d ago
Customer Retention Representative (Remote)
Globe Life Family of Companies 4.6
McKinney, TX jobs
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 callcenter 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.
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 callcenter 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.
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 callcenter 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.
INDGLA1001
$62k-109k yearly est. 60d+ ago
Call Center Rep - Spanish Bilingual Preferred
A+ Federal Credit Union 4.3
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 callcenter 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 Agent
CDR Companies 4.6
Miami, FL jobs
Job Description
CDR Health Care, Inc., is hiring CallCenter Agents to provide vital support by managing customer inquiries, applications, and cases from start to finish. This role will be responsible for handling both inbound and outbound calls, answering questions, offering detailed guidance, and ensuring timely and accurate resolution of customer issues. Successful candidates will demonstrate strong communication skills, attention to detail, and the ability to navigate complex situations with professionalism and empathy in a fast-paced environment.
This is a remote position; however, candidates must be located in Miami, FL, for onsite training at our corporate office.
ESSENTIAL FUNCTIONS:
Receive and document incoming customer cases, applications, and inquiries via phone, email, or other communication channels.
Evaluate the nature, urgency, and complexity of each case to ensure appropriate prioritization and categorization.
Gather detailed information from customers to thoroughly understand the issue and its context.
Maintain consistent communication with customers throughout the case lifecycle, keeping them informed about progress, actions taken, and expected resolutions.
Record detailed case notes, actions taken, and resolutions in the company's case management system.
Apply critical thinking and problem-solving skills to identify root causes and recommend solutions that prevent future similar cases.
Make well-informed decisions that balance customer satisfaction and company policies
Handle inbound and outbound calls from customers, addressing their queries, concerns, and requests professionally and courteously.
Identify and assess customers' needs, actively listen to their concerns, and provide effective solutions or guidance.
Troubleshoot technical problems, escalating complex issues to higher levels of support when necessary.
Acquire in-depth knowledge of the company's services, policies, and procedures to effectively address customer inquiries.
Adhere to established callcenter scripts, processes, and guidelines to ensure consistent customer service.
Other duties that may arise from time-to-time and/or are commensurate with the title and position.
Requirements
High school diploma or equivalent required; additional education or certifications in customer service, healthcare, or case management is a plus.
Fluency in English and Spanish is required to effectively communicate with our diverse client base.
Flexibility to work a variable schedule, including evenings or weekends as needed.
Proven experience providing customer service over the phone, preferably in a callcenter or case management setting.
Familiarity with case management systems and tools, with the ability to learn new software quickly.
Proficient in Microsoft Outlook and the Microsoft Office Suite (Word, Excel, etc.).
Strong verbal and written communication skills, with the ability to interact effectively with a diverse range of individuals and in varied settings.
Ability to remain calm, composed, and effective in high-pressure situations or emergencies.
Committed to maintaining strict customer confidentiality and handling sensitive information appropriately.
Strong decision-making skills with the ability to use sound judgment in resolving issues.
Demonstrated ability to manage multiple tasks simultaneously in a fast-paced environment while meeting deadlines.
Resilience under pressure, with excellent organizational and time-management skills.
CDR Health is an Equal Opportunity Employer M/F/D/V and EO/AAN/D. Must be able to work in the United States to apply.
Schedule
Monday through Friday
Shifts: 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM
$28k-32k yearly est. 22d ago
Call Center Agent
CDR Companies 4.6
Miami, FL jobs
CDR Health Care, Inc., is hiring CallCenter Agents to provide vital support by managing customer inquiries, applications, and cases from start to finish. This role will be responsible for handling both inbound and outbound calls, answering questions, offering detailed guidance, and ensuring timely and accurate resolution of customer issues. Successful candidates will demonstrate strong communication skills, attention to detail, and the ability to navigate complex situations with professionalism and empathy in a fast-paced environment.
This is a remote position; however, candidates must be located in Miami, FL, for onsite training at our corporate office.
ESSENTIAL FUNCTIONS:
Receive and document incoming customer cases, applications, and inquiries via phone, email, or other communication channels.
Evaluate the nature, urgency, and complexity of each case to ensure appropriate prioritization and categorization.
Gather detailed information from customers to thoroughly understand the issue and its context.
Maintain consistent communication with customers throughout the case lifecycle, keeping them informed about progress, actions taken, and expected resolutions.
Record detailed case notes, actions taken, and resolutions in the company's case management system.
Apply critical thinking and problem-solving skills to identify root causes and recommend solutions that prevent future similar cases.
Make well-informed decisions that balance customer satisfaction and company policies
Handle inbound and outbound calls from customers, addressing their queries, concerns, and requests professionally and courteously.
Identify and assess customers' needs, actively listen to their concerns, and provide effective solutions or guidance.
Troubleshoot technical problems, escalating complex issues to higher levels of support when necessary.
Acquire in-depth knowledge of the company's services, policies, and procedures to effectively address customer inquiries.
Adhere to established callcenter scripts, processes, and guidelines to ensure consistent customer service.
Other duties that may arise from time-to-time and/or are commensurate with the title and position.
Requirements
High school diploma or equivalent required; additional education or certifications in customer service, healthcare, or case management is a plus.
Fluency in English and Spanish is required to effectively communicate with our diverse client base.
Flexibility to work a variable schedule, including evenings or weekends as needed.
Proven experience providing customer service over the phone, preferably in a callcenter or case management setting.
Familiarity with case management systems and tools, with the ability to learn new software quickly.
Proficient in Microsoft Outlook and the Microsoft Office Suite (Word, Excel, etc.).
Strong verbal and written communication skills, with the ability to interact effectively with a diverse range of individuals and in varied settings.
Ability to remain calm, composed, and effective in high-pressure situations or emergencies.
Committed to maintaining strict customer confidentiality and handling sensitive information appropriately.
Strong decision-making skills with the ability to use sound judgment in resolving issues.
Demonstrated ability to manage multiple tasks simultaneously in a fast-paced environment while meeting deadlines.
Resilience under pressure, with excellent organizational and time-management skills.
CDR Health is an Equal Opportunity Employer M/F/D/V and EO/AAN/D. Must be able to work in the United States to apply.
Schedule
Monday through Friday
Shifts: 8:00 AM - 5:00 PM or 9:00 AM - 6:00 PM
$28k-32k yearly est. Auto-Apply 60d+ ago
Call Center Representative
Affinity Federal Credit Union 4.2
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.
CallCenter 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 callcenter 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: Callcenter, banking, customer service, member service, contact center.
$48k-50k yearly 2d ago
Call Center Representative
Affinity Federal Credit Union 4.2
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.
CallCenter 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 callcenter 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: Callcenter, banking, customer service, member service, contact center.
$48k-50k yearly Auto-Apply 60d+ ago
Sr. Call Center Rep - Escalations Experience - $30/hour
State Employees Federal Credit Union 3.8
Albany, NY jobs
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: The Member Advocate serves as a trusted advisor, empathetic listener, and service professional, delivering world-class support with a hospitality-driven approach. This role is designed to elevate the member experience by blending financial expertise with the warmth and attentiveness found in the best hospitality environments. Member Advocates engage members in meaningful, consultative conversations that uncover needs, offer tailored solutions, and build lasting relationships.
Member Advocates are empowered to resolve issues independently at first contact, leveraging advanced problem-solving skills and digital fluency to navigate systems efficiently. They handle sensitive and complex interactions with care, ensuring every member feels heard, understood, and valued. Member Advocates are also champions of continuous improvement, always seeking ways to enhance service delivery, efficiency, and member outcomes.
Essential Job Functions/Responsibilities:
* Provide exceptional service by actively listening, demonstrating empathy, and resolving member inquiries with professionalism and accuracy.
* Resolve issues at first contact whenever possible, using sound judgment, resourcefulness, and a thorough understanding of internal policies and procedures.
* Manage inbound calls, chats, and / or emails related to account information, transactions, digital banking, and financial products.
* Proactively educate members on Broadview's products, services, and digital tools, identifying opportunities to enhance financial wellness and deepen relationships.
* Maintain a thorough understanding of Broadview policies, procedures, and compliance requirements to ensure accurate and secure handling of member information.
* Navigate multiple banking systems and technologies to research, resolve, and document member interactions efficiently and securely while ensuring compliance with regulatory requirements and internal controls on handling member data and financial transactions.
* Meet or exceed performance metrics and KPIs, including but not limited to, quality assurance, call handle time, member satisfaction, productivity, and service excellence goals.
* Continuously seek opportunities to improve service delivery, streamline processes, and enhance member outcomes.
* Collaborate with team members and leadership to support a positive, solutions-oriented culture and contribute to ongoing process improvements.
* Participate in ongoing training and development to strengthen product knowledge, technical proficiency, and communication skills.
Minimum Job Qualifications:
* Associate's degree or equivalent experience (a combination of education and relevant work experience will be considered).
* Minimum of two (2) years of contact center experience, preferably in a financial institution or credit union environment.
* Demonstrated ability to resolve issues independently and efficiently, with a focus on first contact resolution.
* Strong proficiency in navigating banking technologies and digital platforms.
* Lending certification is a plus.
* Ability to work a structured schedule that includes evenings and weekends.
Starting Compensation: $30.00/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
$30 hourly Auto-Apply 25d ago
Call Center Representative - Mon/Tues/Fri ONSITE, Sat/Sun REMOTE
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA jobs
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a CallCenterRepresentative to join our team in our Halifax or Harrisburg locations.
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 - Monday/Tuesday/Friday On-Site 8:30a-5p, Saturday/Sunday Remote 8:30a-5p
The CallCenterRepresentative 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 CallCenterRepresentative 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 callcenter, 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 CallCenter 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 15d ago
Call Center Representative
Americu Credit Union 3.9
Liverpool, NY jobs
Starting Rate - $19.00/hour to $22.00/hour, actual rate will depend on experience. Status: Full Time is overtime eligible and Incentive earning eligible.
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!
The Position:
AmeriCU Credit Union is in search of a CallCenterRepresentative who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a CallCenterRepresentative you will:
Serve members by determining requirements; answering inquires; resolve problems; fulfilling requests; maintaining member account data.
Manage and expand relationships with members and potential members by providing professional and quality member service and sales that meets or exceeds member expectations.
Demonstrate clear verbal and written communication via; telephone, email, chat, and/or video chat.
What You'll Do:
As a CallCenterRepresentative your primary responsibilities will include:
Manage a high volume of inbound/outbound calls in a timely manner.
Build sustainable relationships and engage members by providing a superior level of service and support.
Perform problem resolution in addition to offering products and services that may fit their needs.
Process loan applications and maintain thorough knowledge of the underwriting guidelines and procedures.
Maintain knowledge of and adhere to all internal procedures and applicable compliance and risk controls in accordance with credit union and/or regulatory standards and policies. i.e., Bank Secrecy Act and the SAFE Act.
Educate, encourage, and upsell members on the use of alternative delivery channels and available digital processes to create a more efficient experience for members and employees.
Meet or exceed individual competencies and goals while also contributing overall goals of the organization.
Verify and maintain member information captured in Core and CRM systems.
Keep equipment operational by following established procedures; reporting malfunctions.
Update job knowledge by participating in educational opportunities, along with referring to knowledgebase articles to improve product/service knowledge and performance levels.
Uphold the mission and vision that align with AmeriCU's core values and strategic direction.
Register in the NMLS database and maintain personal information. Data must be accurate and up to date.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability - at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! ***************************************** ************************************
$19-22 hourly 60d+ ago
Call Center Representative
Americu Credit Union 3.9
Rome, NY jobs
Starting Rate - $19.00/hour to $22.00/hour, actual rate will depend on experience. Status: Full Time On-site work required in Rome, NY is overtime eligible and Incentive earning eligible.
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!
The Position:
AmeriCU Credit Union is in search of a CallCenterRepresentative who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a CallCenterRepresentative you will:
Serve members by determining requirements; answering inquires; resolve problems; fulfilling requests; maintaining member account data.
Manage and expand relationships with members and potential members by providing professional and quality member service and sales that meets or exceeds member expectations.
Demonstrate clear verbal and written communication via; telephone, email, chat, and/or video chat.
What You'll Do:
As a CallCenterRepresentative your primary responsibilities will include:
Manage a high volume of inbound/outbound calls in a timely manner.
Build sustainable relationships and engage members by providing a superior level of service and support.
Perform problem resolution in addition to offering products and services that may fit their needs.
Process loan applications and maintain thorough knowledge of the underwriting guidelines and procedures.
Maintain knowledge of and adhere to all internal procedures and applicable compliance and risk controls in accordance with credit union and/or regulatory standards and policies. i.e., Bank Secrecy Act and the SAFE Act.
Educate, encourage, and upsell members on the use of alternative delivery channels and available digital processes to create a more efficient experience for members and employees.
Meet or exceed individual competencies and goals while also contributing overall goals of the organization.
Verify and maintain member information captured in Core and CRM systems.
Keep equipment operational by following established procedures; reporting malfunctions.
Update job knowledge by participating in educational opportunities, along with referring to knowledgebase articles to improve product/service knowledge and performance levels.
Uphold the mission and vision that align with AmeriCU's core values and strategic direction.
Register in the NMLS database and maintain personal information. Data must be accurate and up to date.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Come grow with us! Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits: Competitive rates on our Medical, Dental and Vision plans Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU's High Deductible Health plans Paid Holidays Paid Time off Employee Appreciation Events 401(k) Matching after 1 year of employment Employee Assistance Program Tuition Reimbursement for Full-time employees after 1 year of employment Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees Enhanced Short Term Disability - at no cost to you! Get to know us more by clinking on the links below. See why YOU should choose AmeriCU! ***************************************** ************************************
$19-22 hourly 32d ago
Call Center Representative at Miami, FL
Miami, Fl 4.5
Miami, FL jobs
Job Description
Bistro Delight in Miami, FL is looking for one callcenterrepresentative to join our team. Our ideal candidate is a self-starter, ambitious, and hard-working.
Responsibilities
Take customer calls and provide accurate, satisfactory answers to their queries and concerns
De-escalate situations involving dissatisfied customers, offering patient assistance and support
Call clients and customers to inform them about the company's new products, services and policies
Guide callers through troubleshooting, navigating the company site or using the products or services
Review customer or client accounts, providing updates and information about billing, shipping, warranties and other account items
Collaborate with other callcenter professionals to improve customer service
Help to train new employees and inform them about the company's customer management policies
Qualifications
High school diploma or equivalent.
More education or experience may be preferred.
Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice.
Understanding of company products, services, and policies.
Proficiency with computers, especially with CRM software, and strong typing skills.
Ability to ask prying questions and diffuse tense situations.
Strong time management and decision making skills.
We are looking forward to hearing from you.
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
Two and a half weeks of training in Albany, NY is required for this position. Broadview will provide your hotel and rental car for this training. Summary of Role:
The Member Advocate serves as a trusted advisor, empathetic listener, and service professional, delivering world-class support with a hospitality-driven approach. This role is designed to elevate the member experience by blending financial expertise with the warmth and attentiveness found in the best hospitality environments. Member Advocates engage members in meaningful, consultative conversations that uncover needs, offer tailored solutions, and build lasting relationships.
Member Advocates are empowered to resolve issues independently at first contact, leveraging advanced problem-solving skills and digital fluency to navigate systems efficiently. They handle sensitive and complex interactions with care, ensuring every member feels heard, understood, and valued. Member Advocates are also champions of continuous improvement, always seeking ways to enhance service delivery, efficiency, and member outcomes.
Essential Job Functions/Responsibilities:
Provide exceptional service by actively listening, demonstrating empathy, and resolving member inquiries with professionalism and accuracy.
Resolve issues at first contact whenever possible, using sound judgment, resourcefulness, and a thorough understanding of internal policies and procedures.
Manage inbound calls, chats, and / or emails related to account information, transactions, digital banking, and financial products.
Proactively educate members on Broadview's products, services, and digital tools, identifying opportunities to enhance financial wellness and deepen relationships.
Maintain a thorough understanding of Broadview policies, procedures, and compliance requirements to ensure accurate and secure handling of member information.
Navigate multiple banking systems and technologies to research, resolve, and document member interactions efficiently and securely while ensuring compliance with regulatory requirements and internal controls on handling member data and financial transactions.
Meet or exceed performance metrics and KPIs, including but not limited to, quality assurance, call handle time, member satisfaction, productivity, and service excellence goals.
Continuously seek opportunities to improve service delivery, streamline processes, and enhance member outcomes.
Collaborate with team members and leadership to support a positive, solutions-oriented culture and contribute to ongoing process improvements.
Participate in ongoing training and development to strengthen product knowledge, technical proficiency, and communication skills.
Minimum Job Qualifications:
Associate's degree or equivalent experience (a combination of education and relevant work experience will be considered).
Minimum of two (2) years of contact center experience, preferably in a financial institution or credit union environment.
Demonstrated ability to resolve issues independently and efficiently, with a focus on first contact resolution.
Strong proficiency in navigating banking technologies and digital platforms.
Lending certification is a plus.
Ability to work a structured schedule that includes evenings and weekends.
Starting Compensation: $30.00/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
$30 hourly Auto-Apply 23d ago
CALL CENTER REPRESENTATIVE - ONSITE - MIRAMAR, FLORIDA
First State Bank of The Florida Keys 3.8
Hollywood, FL jobs
Job Description
CALLCENTERREPRESENTATIVE - ONSITE - MIRAMAR, FLORIDA
One year Banking experience
Six months CallCenter experience
Excellent communication skills
Bilingual Spanish and English preferred
First State Bank of the Florida Keys is a customer-focused bank with a long history of serving, reaching out, and connecting with the community. Founded in 1955 with a single branch in Key West, the Bank has grown and changed, as has the surrounding community, but our core values remain the same. First State Bank of the Florida Keys recognizes that what sets us apart are our people.
Here's why you should join First State Bank:
Competitive Salary and Hourly Pay Rates
Medical, Dental, Vision, Life, Long-Term Disability plans available
401K Retirement Program with employer matching
Paid Time Off plus Federal Bank Holidays
Profit Sharing Program
Tuition Reimbursement
Position Summary:
The CSR Digital Banking Representative answers the Bank's main switchboard line; and handles customer questions, complaints, and account inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Routine tasks must be completed timely to ensure continuous flow throughout the organization; therefore, the representative must possess the ability to multi-task, work independently, maintain focus, and pay strong attention to detail. To ensure this process flow is consistent, cross training within the Digital Banking Department is essential.
Position Responsibilities:
Administer daily data processing functions, including new enrollments, electronic file transfers, wire transfers, stop payments, ACH, bill pay drafts, and other related activities, including troubleshooting and technical support.
Administer requests for additions, changes, research, and assistance related to Digital Banking transactions and services, automated voice response system, core banking system, and any other products or services managed by the Digital Banking Department.
Answer customer/client requests or inquiries concerning services, products, fees, claims, and reports problem areas.
Organize and respond to action items and customer communications generated online, as well as customer service and interdepartmental email; prepare customer and interdepartmental communication as needed.
Perform general office duties including filing, preparing mailings, and data entry.
Provide back-up support to all other unit functions and assist with any related task as requested, needed, or assigned by the specialist/manager.
Responsible for improving customer retention through cross-selling of programs and services available to the customer.
Strong understanding of the concepts of audit trails and separation of duties.
Standard office skills such as: typing with accuracy and reasonable speed, business software applications, including Microsoft Windows, Teams, Outlook, Word and Excel; Fax; Scanner; Photocopier; etc.
Sound computer/technical skills including basic troubleshooting; understanding of batch processing; transaction flow in a banking environment; or callcenter/help desk environment a plus
Appetite for continuous learning; resiliency and an affinity for change
Performs other related duties and responsibilities as assigned
Responsibilities also include other duties as assigned by the supervisor/manager
Competencies:
Flexible and highly motivated team member
Work under pressure in a fast-paced work environment
Good communication skills to provide excellent service to our valued customers
Bi-lingual is preferred
Required Education & Experience:
High School Diploma, GED or equivalent
One-Two year' customer service experience in a Bank or Credit Union
1-year Customer Service
Excellent Verbal and Written Communication with Customers
Essential Job Functions:
Essential job functions include the employee occupying this position will frequently be required to perform problem resolution; communicate with both internal and external customers and create written documentation. The employee must be able to remain in a stationary position 60 percent of the time; frequently operate a telephone, computer, printer, copier and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc.
First State Bank of the Florida Keys is an equal opportunity employer which provides equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, age, national origin, citizenship, disability, sexual orientation, marital status or any other basis protected by federal, state or local laws.
EOE M/F/V/D
Job Posted by ApplicantPro
$22k-28k yearly est. 27d ago
Call Center Service Representative II
First Florida Credit Union 3.6
Jacksonville, FL jobs
CallCenter Service Representative II - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Assist members and potential members with their phone requests; explain services, respond to problems, and direct phone calls to the appropriate area.
Assist members and potential members with their telephone requests; answer questions about products and services and resolve problems that are within their authority to resolve; refer problems that are beyond their authority to their supervisor, along with their recommendations.
Identify cross-sell opportunities and offer products and services to members.
Maintain member account information on computer system and make sure that appropriate records are maintained and required reports are prepared.
Assist other Departments as needed.
Experience and skills required: One year to three years of similar or related experience. Excellent communication skills as well as the ability to analyze member/customer needs. Must possess a friendly and professional demeanor. Education: High School Diploma or Equivalent
$27k-34k yearly est. 13d ago
Call Center Specialist
Corning Credit Union 3.9
Corning, NY jobs
NY CallCenter Specialist
Corning, NY
Corning Credit Union is seeking CallCenter Specialists to join our team in the Corning, NY market.
Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.
We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.
If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.
Role Summary: As a CallCenter Specialist I, you will build lasting member relationships with every interaction, troubleshoot and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs.
Essential Job Duties
Maintain appropriate knowledge of core systems and CCU's products and services
Answer incoming calls and member questions in a prompt and professional manner
Present and explain beneficial products to members and assist in meeting their vast financial needs
Open new memberships, accounts, and services
Assist members with requests for account research needs
Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures
Proactively educate members on the ease of doing business with CCU through our many electronic service channels
Also assumes responsibility for other projects or duties as required or assigned
Required Competencies
Strong customer service and interpersonal skills with the ability to connect well with members via the telephone
Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced callcenter environment
Possesses exceptional verbal and written communication skills
Exceptional attention to detail
Strong problem-solving skills
Confidence in promoting appropriate products and services
Technical aptitude with experience using mobile banking and other apps or financial services
Education Requirements
A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered
A high school diploma or GED is required
Experience Requir ements
Prior callcenter or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate
Communication Skills Requirements
The ability to read and comprehend moderate to advanced instructions and correspondence
The ability to write moderate to advanced correspondence within professional etiquette standards
The ability to effectively present information in one-on-one and group situations
Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
Ability to work in a repetitive motion for a lengthy period of time
Ability to work within a fast-paced callcenter environment
Regular use of computer required
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range
Compensation - The starting CallCenter Specialist I base pay range is $19.00 - $23.50 per hour. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential.
Corning 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.
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