Call Center Representative jobs in United States
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REGIONAL federal credit union · 8 hours ago

Call Center Representative

Regional Federal Credit Union is a growing provider of banking products and services in Northwest Indiana, seeking an experienced Call Center Representative to join their team. The role involves providing exceptional service to members through active listening and managing inquiries via phone and email in a fast-paced environment.

FinanceFinancial ServicesNon Profit

Responsibilities

Accountable for responding to member telephone inquiries promptly, correctly, and professionally, and managing member email inquiries promptly and correctly, using proper grammar and punctuation to ensure professional communication
Adhere to member authentication procedures to protect the account information of our member
Manage a high volume of calls and emails daily and prioritize follow-through
Assist members with inquiries and establish a rapport to understand their service needs
Appropriately handle complaints regarding service, and route them to the proper personnel for resolution
Escalate member issues appropriately and correctly based on department guidelines
Maintain confidentiality and sensitivity in all aspects of internal and external contacts
Actively learn about all REGIONAL products and procedures to respond to member inquiries effectively
Share knowledge of credit union products, features & benefits, with members
Refer additional credit union products & services by recognizing member needs or asking for additional information
Process requests for check orders, stop payments, account maintenance, transfers, check and statement copies, or other account needs
Maintain high quality of work, with excellent attention to detail
Report suspicious transactions or unusual occurrences to supervisor
Perform all work in compliance with established regulations, policies, and procedures
Maintain member confidentiality set forth by REGIONAL federal credit union
Participate in ongoing skill, compliance, and security training as required for the position and apply knowledge in daily tasks
Other duties as assigned

Qualification

Customer service experienceCredit productsCommunication skillsTypingComputer skillsProblem-solving skillsInterpersonal skillsOrganization skillsTime management skills

Required

Must be available work between the hours of 8am to 6pm, Monday through Friday, and 9am to 12pm Saturdays
Minimum of one year of customer service experience with significant phone and online member service experience preferred
Ability to communicate clearly and effectively over the telephone with members and co-workers
Provide strong member service and problem-solving skills while responding to inquiries with tact, diplomacy, and patience
Knowledge of credit products and services
Exceptional organization, time management and follow-up skills
Excellent interpersonal skills and ability to communicate effectively with members, employees, and outside service providers
Ability to follow detailed instructions and a wide range of procedures requiring sound judgment
Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate software systems

Benefits

Health.
Dental.
Vision.
401k Retirement Plan.
Paid holidays.
PTO days.
Quarterly incentive payouts. ($700)

Company

REGIONAL federal credit union

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REGIONAL federal credit union is a not-for-profit cooperative financial institution.

Funding

Current Stage
Early Stage

Leadership Team

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Analisa Warring
Chief Operations Officer
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Kevin Kosek, MBA
Chief Marketing Officer
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Company data provided by crunchbase