Contact Center Representative I jobs in United States
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EFCU Financial · 6 days ago

Contact Center Representative I

EFCU Financial is a mission-focused organization dedicated to helping individuals achieve financial freedom. They are seeking a Contact Center Representative to provide exceptional member support, resolve inquiries, and recommend financial solutions while maintaining compliance and confidentiality.

Financial Services
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Growth Opportunities

Responsibilities

Provide prompt, accurate service via phone and written communication channels
Research and resolve member questions, problems, and complaints across all account types
Verify accounts and present Credit Union products and services to support members’ financial needs
Assist with inquiries regarding share accounts, share drafts, card services, consumer loans, mortgage loans, IRAs, Trust/POD accounts, and share certificates
Manage travel exceptions, review debit and credit card fraud cases, and complete card disputes and fraud claims
Assist members with loan information including rates, terms, and payment schedules (excluding mortgage loans)
Process payoff statements, address updates, and payment due date changes
Complete ACH payment requests, account maintenance forms, and third-party verifications
Process ATM and mobile deposits, third-party loan payments, escalations, and bill-payment verifications
Troubleshoot online banking and electronic transfer issues
Process incoming/outgoing wire transfers and returned mail
Perform routine transactions including new accounts, certificates, deposits, withdrawals, loan payments, transfers, payroll deductions, and advances
Balance virtual non-cash drawer transactions and maintain accurate daily work
Maintain working knowledge of state and federal regulations
Recognize and report suspicious activity and follow fraud-prevention protocols
Uphold strict confidentiality for all member and team member information
Follow security verification procedures and adhere to all Credit Union Service Standards
Assist at the Operations Center reception desk as needed, projecting professionalism and a positive attitude
Support additional operational functions as assigned

Qualification

Verbal communicationInterpersonal skillsOrganizational skillsCredit Union knowledgeMultitaskingDependabilityProblem solving

Required

High School Diploma or equivalent
A minimum of one year to three years of similar or related experience in a bank and/or credit union
Excellent telephone etiquette and verbal communication skills
Excellent interpersonal skills
Exceptional organizational skills
Must be dependable and reliable
Must pass all credit and bond requirements

Preferred

In depth knowledge of Credit Union products and services is a plus

Benefits

Medical, dental, and vision insurance
Paid time off and holidays
Parental leave
A 401(k) with employer contributions
Short- and long-term disability
Life insurance
An HSA
Pet insurance
Team member loan discounts
Incentive plans
An employee referral program
Service awards recognizing your dedication

Company

EFCU Financial

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EFCU is a full service financial institution passionate about improving customer's financial well-being.

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Kuslikis, CPA
Chief Executive Officer
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Rick Myers
Chief Financial Officer
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Recent News

Company data provided by crunchbase