Call Center Agent (Onsite)
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What you'll do
- Process basic member requests received via incoming calls.
- Provide information about credit union products, services, accounts and rate information, balance inquiries, loan questions etc.
- Perform account research, processes account transfers, accepts wire transfer and Western Union requests and forwards to appropriate personnel for processing.
- Processes check orders, performs account file maintenance.
- Cross-sells credit union products and services. Identifies and actively seeks opportunities to increase household penetration of credit union products and services.
What they're looking for
- High School Diploma or general education degree (GED).
- One -two years experience in a Call Center environment and/or financial institution experience.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Overview
As a Member Solution Call Center Agent, you will be responsible for promoting and providing a full range of financial products and services, advising and assisting members with accounts, loans inquiries via telephone. If you enjoy helping people and have experience working in a call center environment, this job may be for you!
About Frontwave Credit Union
Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.
What’s In It For You:Competitive pay, 401k matching, mortgage and auto discounts.9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.Affordable medical, dental, vision health plans, and Flexible Spending Account.Employee Assistance Program with a variety of services.Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.Culture of excellence and continuous improvement.We strive to be the best place you’ve ever worked!
Responsibilities
Essential Duties and Responsibilities:
Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.
- Process basic member requests received via incoming calls.
- Provide information about credit union products, services, accounts and rate information, balance inquiries, loan questions etc.
- Perform account research, processes account transfers, accepts wire transfer and Western Union requests and forwards to appropriate personnel for processing.
- Processes check orders, performs account file maintenance.
- Cross-sells credit union products and services. Identifies and actively seeks opportunities to increase household penetration of credit union products and services.
Qualifications
Education and/or Experience:
High School Diploma or general education degree (GED).
One -two years experience in a Call Center environment and/or financial institution experience.
Salary Range: $21.94 - $32.91
Service Excellence Standards
When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.Company
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