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Orange County's Credit Union · 11 hours ago

Call Center Representative - Banking Services

Santa Ana, CA, US

Full-time

Onsite

Entry Level

$20/hr - $22.50/hr

1+ years exp

Orange County's Credit Union is a well-established financial institution with over 85 years of trust and a commitment to enriching the community. The Call Center Representative will provide exceptional service to members by addressing inquiries, cross-selling products, and building relationships to meet their financial needs.

BankingFinancial ServicesInsurance

Culture & Values

Responsibilities

Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals

Cross-sells additional products and services that meet the member's needs and resolve escalated member issues

Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services

Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls

Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan

Availability for opening and closing shifts Monday – Friday ranging between 7:30am – 7:15pm, and two Saturdays per month 8:30am – 2:30pm

Qualification

Call center experienceBanking knowledgeSales skillsMicrosoft programsWritten communicationOral communicationEmpathyInspirationService-orientedMathematical calculationsSelf-awarenessSelf-regulationMotivation

Required

At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred

Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner

Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone

Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet

Accurately performs mathematical calculations