TITLE: CALL CENTER REPRESENTATIVE
STATUS: NON-EXEMPT
DEPARTMENT: CALL CENTER
REPORTS TO: DEPARTMENT MANAGERS
$ads={1}
PAY SCALE: $20.00 TO $26.59 PER HOUR
We are seeking a candidate who enjoys being of service to customers, possesses excellent communication skills and has the ability to cross-sell products and services for our Call Center Representative position in downtown Sacramento.
At Sacramento Credit Union, we believe in diversity, equity and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Our Call Center Representatives work a fixed schedule, which allows you the work/life balance you need. The selected individual will be scheduled to work a 37/ 40-hour schedule as follows (rotating monthly between Schedule A and Schedule B):
Schedule A (8:30am - 5:30pm)
Monday 8:30 am – 5:30 pm
Tuesday 8:30 am – 5:30 pm
Wednesday 8:30 am – 5:30 pm
Thursday 8:30 am - 5:30 pm
Friday 8:30 am – 5:30 pm
Saturday 8:55 am - 2:00 pm (rotating Wednesday or Thursday off during the week)
Sunday Off
Schedule B (9:00am - 6:00pm)
Monday 9:00 am – 6:00 pm
Tuesday 9:00 am – 6:00 pm
Wednesday 9:00 am – 6:00 pm
Thursday 9:00 am – 6:00 pm
Friday 9:00 am – 6:00 pm
Saturday 8:55 am - 2:00 pm (rotating Wednesday or Thursday off during the week)
Sunday Off
Summary of responsibilities:
- Identify the financial needs of the member and suggest Credit Union solutions. Refer member to designated staff for assistance.
- Make outbound calls on select groups to measure member satisfaction or to enhance our relationship by sharing our benefits, products, and services that the credit union has to offer.
- Take loan applications and enter into financial platform system.
- Provide a broad range of credit union services to members via telephone, such as loans, online banking, credit card, checking, bill pay and other services and products. Utilize Language Line as necessary.
- Process updates to member status, changes to name, address and other pertinent information.
- Perform quality control for certificate changes, check orders, member fax requests and signature verification.
- Investigate and respond to member inquiries and concerns. Perform transactions for members.
- Set up periodic payments. Process payroll set-ups, changes or deletions.
- Perform certificate changes, check orders, check by phone.
- Close accounts and determine reason for closure. Attempt to prevent account closure if possible. Enter closure code into the system.
Necessary Qualifications:
- High School Diploma or G.E.D. and related work experience in a call center.
- One year of banking/credit union experience is preferred.
- Demonstrated ability to improve our members’ financial well-being via timely and relevant cross-sells.
- General knowledge of credit union products and services, policies, procedures, laws and regulations.
- Ability to operate computer, electronic banking, ten key and other office equipment, and perform accurate transactions.
- Demonstrated effective telephone and communication skills.
- Maintains good attendance record.
Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), subsidized parking and more.
TEOac2UFJ1
