Generations Federal Credit Union · 13 hours ago
Call Center Representative I (Bilingual Preferred)
Castle Hills,TX,US
Full-time
Onsite
Entry Level
1+ years expGenerations Federal Credit Union is seeking a Call Center Representative I to provide remarkable service to members through account servicing and advocacy efforts. The role involves handling a variety of member transactions, ensuring compliance with regulations, and actively participating in marketing efforts to deepen member relationships.
BankingCredit CardsFinancial Services
Responsibilities
Responsible for providing remarkable service to the members through account servicing, member advocacy efforts, and referring
Performs a variety of routine and complex daily transactions for members by phone, including, but not limited to: providing account balance information, performing account and card inquiries, transfers, loan and credit card payments and cash advances, completing basic account maintenance, processing wire transfers, stop payments, performing account research, and processing account reconciliation
Ascertains the correctness of these accounts and provides technical support to members to satisfy any questions that are presented to ensure member satisfaction is attained
Advocates for the member and acts as a liaison between the Credit Union and the member when necessary to gather information for a decision
Identifies and provides Credit Union products to members to meet their financial needs while using a needs based selling approach
Applies internal controls, Credit Union Policies and Procedures, and Governmental regulations to ensure compliance, integrity, professionalism, quality and timely service delivery
Identifies and refers follow-up contact when necessary to deepen and maintain relationships with the members to achieve goals
Actively participates in marketing and business development efforts to identify opportunities, deepen new member relationships, and executes referrals to drive prospects to branch and retail locations
Responds to basic member inquiries related to eServices products and services including, but not limited to: estatements, online banking, and bill pay
Educates members on credit union delivery channels and promotes their use for convenience
Meets and/or exceeds individual and team Service Level Objectives by managing and monitoring individual daily activity, ensuring service delivery is expedient and efficient, and adhering to schedule
Responsible for performing and ensuring duties related to individual balancing, daily department tasks and department balancing are satisfactorily processed
Performs other duties as assigned
Qualification
Required
One year of inbound call center experience is preferred with knowledge of federal rules and regulations
One year experience in a customer-contact related position, preferably in a credit union or financial institution
Must have knowledge of financial institution policies and procedures, and all relevant laws, rules and regulations
Proficient with the Microsoft Office Suite
Excellent communication skills (both oral and written)
Must be able to stand or sit for long periods of time
Lift 10-20 lbs
Must be flexible in work schedule to include Saturdays
Company
Generations Federal Credit Union
Generations Federal Credit Union offers mobile and online banking, personal and commercial loan, investment and insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ken Raymie
President & CEO
Rick Divina
Chief Financial Officer
Recent News
Business Insider
2024-12-31
2024-04-18
2024-04-10
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