Valley First Credit Union · 10 hours ago
Contact Center Representative (Bilingual)
Modesto, CA
Full-time
Onsite
Entry Level
$22/hr - $28/hr
2+ years expValley First Credit Union is seeking a Contact Center Representative to provide exceptional service to members by answering incoming calls and resolving their requests. The role involves assisting with member transactions, educating members on services, and ensuring compliance with relevant laws and regulations.
FinanceFinancial Services
Responsibilities
Answer incoming calls, properly verify caller according to Credit Union policies and determine the callers needs in an effort to resolve their request in an efficient manner while achieving key performance indicators
Identify products/services that are beneficial to members and provide information about the added value these additional services offer
Perform member transactions with a high level of accuracy, including but not limited to, the transfer of funds between accounts and/or loans, stop payments, card management, account reconciliation, disputes, address changes, over the phone payments, and conduct research as necessary to ensure a one call resolution
Educate members on self-serve products such as Online and Bill Pay Services and assist in the enrollment process
Provide additional testing and guidance on new projects or processes within the Contact Center Team to support the member experience and efficiencies of the organization
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Other duties as assigned
Qualification
Required
Must have minimum of two years of similar or related experience, including time spent in preparatory positions preferably in a credit union or banking space
Must have customer service experience
Must be bilingual in Spanish and English
Must be willing to work flexible schedules to accommodate the hours and business needs
Must have high school diploma or GED
Excellent verbal and written communication skills
Excellent interpersonal skills with members as well as co-workers to include: 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 and obtaining information, as well as advising or referring, which commonly require shorter discussions
Maintain enthusiasm towards job functions and duties
Must have a strong focus to perform detail oriented job functions
Must have and maintain knowledge of credit union products and services
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to five pounds
Climb/descend stairs in an emergency situation
Operate routine office equipment including personal computers, copy machines, mobile and landline phones, calculator and others as needed
Maintain working on a computer for six to eight hours daily, on average
Regular, reliable and timely attendance
Company
Valley First Credit Union
Valley First Credit Union provides financial services and banking solutions to its members. It is headquartered in Modesto, California.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Kathryn K.
President & Chief Executive Officer
Todd K McCoy
Chief Financial Officer
Recent News
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