Sacramento Credit Union · 1 day ago
Contact Center Representative I
Sacramento, CA
Full-time
Onsite
Entry Level
$21/hr - $26/hr
1+ years expSacramento Credit Union is seeking a Contact Center Representative I who enjoys being of service to customers and possesses excellent communication skills. The role involves providing a broad range of products and services to members via inbound telephone contact, assisting with loans, and cross-selling products to enhance member relationships.
Financial Services
Responsibilities
Identify the financial needs of the member and suggest Credit Union solutions. Refer member to
Responds to member inquiries and provides resolution via member service emails, web forms, Secure email, and CHAT. Services and products include loans, online banking, credit cards, deposit accounts, check orders, payments by phone, bill pay, certificates of deposit, voice banking, fee reversals and processing other member requests
Collects and submits loan applications and product referrals
Assist TPMG membership with loan application process during enrollment months. Explain products, receive applications and input into loan origination software, notify member when approved, and process required paperwork. Fund and wire loans to Kaiser Permanente Medical group. Assist Kaiser Permanente with payoff demands
Identify the financial needs of the members and suggest Credit Union solutions; refers members to designated staff for assistance
Processes updates to member status, telephone numbers, addresses and other pertinent information
Investigates and responds to member inquiries and concerns. Performs transactions for members
Promotes cross-selling of products and services; refers Member to other staff for sales and processing as needed
Sets up periodic payments. Initiates payroll set-ups, changes, or deletions
Responds to secure emails, general member service emails, web forms, and real time chats
Adheres to SCU’s Bank Secrecy Act and Money Laundering policies and procedures
Completes and achieves an acceptable score on SCU’s annual product assessment
Consistently maintains established quality observations score
Maintains effective communication and working relationships with all members and co- workers
Maintains good attendance record, as this is required as an essential function
Performs other related duties as assigned
Qualification
Required
High School Diploma or G.E.D
One year work experience in a customer service inbound contact center
One year of banking/credit union experience
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
Benefits
Medical/Dental/Vision
Paid Sick Leave
Paid Time Off
Paid holidays
Life insurance/AD&D
Short-term and long-term disability
401(k)
Subsidized parking
More
Company
Sacramento Credit Union
Sacramento Credit Union provides quality consumer financial services to members in a friendly, professional, and prudent manner.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Glenda Kaiser
Chief Financial Officer
Company data provided by crunchbase