What are the responsibilities and job description for the Call Center Representative position at Cardinal Credit Union?
Description
Are you searching for an opportunity to make a real impact, experience professional growth, and become a respected member of one of the 200 Healthiest Credit Unions in the nation?
Role:
Our Call Center Representatives assist members and potential members with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area.
Essential Functions & Responsibilities:
Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations.
Identifies cross-sell opportunities and cross-sells services to members.
Maintains member account information on computer system.
Ensures the appropriate records are maintained and required reports are prepared.
Assists other departments as needed.
Performs other job-related duties as assigned.
Performance Measurements:
- To provide informed, prompt, accurate, courteous, and professional phone service to all members and potential members. Answering telephone immediately, responding to correspondence without delay and return calls by end of day.
- To maintain a dependable record of attendance and timeliness.
- To process member transactions with zero errors.
- To meet/exceed sales & referral goals per month.
- To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations.
- To troubleshoot and resolve member inquiries in a timely, friendly and accurate manner.
PM22
Requirements
Knowledge and Skills:
Experience: Up to six months of similar or related experience.
Education: College education preferred
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
Benefits Package:
· Medical, prescription, dental, vision
· Life and long term disability Insurance, employer paid
· Generous 401(k) plan
· Paid time off and holidays
· Loan discounts
· Tuition reimbursement paid up to 90% of classes including Masters programs
· Considerable and substantive internal training on a myriad of banking subjects, member service, professionalism, and best industry practices.
Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment.
We are a non-smoking work environment.