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Form of workJob Description
Call Center Representative
Reports to: Operations/ Branch Manager
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and member focus to the business.
Position Purpose:
Provide information and customer service concerning the credit union and its products and services to credit union members, ensuring the highest quality of member service.
Responsibilities:
- Serve membership by providing service and information in a professional, and efficient manner via telephone or correspondence.
- Continuously check member service voice mail and reply to these calls accordingly.
- Research and solve routine member questions, problems, and complaints concerning credit union accounts.
- Verify accounts, open/ close accounts, accept loan applications, process stop payments on share draft accounts, order cards, and answer questions regarding share accounts, share drafts, VISA cards, ATM cards, IRAs, etc
- Monitor Negative share report and transfer funds from member’s available funds when possible
- Cross-sell credit union products and services when appropriate.
- Assist members with basic questions regarding their loans
- Assist members with remote access.
- Process incoming and outgoing wire transfers
- Mail, fax, or e-mail new member applications, loan applications, and/ or information to members and prospective members.
- Accountable for researching member inquiries to ensure proper follow up and satisfaction.
- Ensure that all credit union member-and employee-related business is kept in the strictest confidence.
- Treat all credit union members and employees with a positive and collective attitude.
- May fill in for the member service, teller positions when needed.
Qualifications and Experience:
- Ability to act as a change agent; to operate with urgency; and to challenge the status-quo.
- Strong team player and self-starter
- Outstanding communication (written and verbal) skills.
- Highly organized with time management, and problem-solving skills. Strong initiative and sense for priorities with the ability to work independently and as part of a team.
- High school diploma or equivalent.
- Willingness and ability to exhibit PL8FCU Core Values every day.
Job Requirements:
- Must be able to stand or sit for prolonged periods.
- Must be able to remain in a stationary position 50% of the time.
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- The ability to observe details at close range (within a few feet of the observer).
- Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.
For All Candidates:
This is a Full-Time, Hourly position role.
PL8FCU is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
Portland Local 8 FCU provides equal opportunity to qualified individuals with disabilities and disabled veterans.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change.
