What are the responsibilities and job description for the Contact Center Representative position at FLORIDA CREDIT UNION?
Job Details
Description
About Us:
You look out for our members, and we'll look out for you! At Florida Credit Union, we focus on improving the lives of our Florida neighbors. By identifying their financial needs and appropriate solutions, we try to help every one of our members live the life they love. If you join us, you'll enjoy a dynamic, collaborative work environment that offers ample training, great benefits and career advancement opportunities.
BECOME PART OF A TEAM DEDICATED TO SUPPORTING OUR COMMUNITY.
- Collaborative work environment
- Extensive training offered
- Exceptional benefits
- Career advancement opportunities
Position Summary:
This position involves processing various financial transactions including new accounts, loans, and member inquiries across multiple communication channels while adhering to Credit Union policies. Responsibilities include counseling members on financial needs, establishing loans based on FCU procedures, cross-selling credit union services, assisting in account maintenance, and ensuring compliance with relevant regulations like OFAC and the Bank Secrecy Act.
Responsibilities:
- Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
- Establishes loans considering such factors as member’s assets, liabilities, credit experience, and references based on FCU loan procedures.
- Discussing loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit a positive response from the member.
- Cross-selling credit union services; providing information regarding services and some counseling as necessary.
- Assisting in account maintenance activities.
- Providing basic financial counseling when needed or requested by members.
Qualification Requirements:
- High school diploma or GED.
- One to three years’ related experience and/or training.
- Any equivalent combination of education and experience in a business/financial environment.
Certificates, Licenses, Registrations
- Driver’s License
Qualifications
