Client: Credit Union
Location: San Dimas
Position Type: Temporary (Approximately 10 weeks)
Schedule: Monday – Friday from 8:00am – 5:00pm
Pay Rate: $25/hour
JOB DESCRIPTION:
Duties for this position include, but are not limited to:
- Proactively educate members on products & services.
- Assist members with a variety of transactions, inquiries, and problem solving.
- Possess the knowledge and ability to assist consumer and commercial members.
- Establish additional services by creating account records over the phone.
- Appropriately document interactions to record for relationship management.
- Promote team participation at a departmental and organizational level.
- Perform outbound calling to increase banking relationships and meet members’ financial needs.
- Balance daily work and maintain fee reversal limits.
- Meet or exceed the standard score on the annual product knowledge certification.
- Meet or exceed referral, sales and service goals.
- Comply with all regulatory requirements for financial institutions.
- Other tasks as assigned.
MINIMUM QUALIFICATIONS:
Ideal candidates should possess the following skills/qualifications demonstrated through previous work experience:
- High school diploma or equivalent required.
- Minimum one year of experience working in a customer service position for a bank/credit union preferred.
- Minimum one year of experience dealing with the public in a call center environment preferred.
- Bilingual skills (English/Spanish) highly preferred.
- Must be willing to undergo background check.
- Ability to deal effectively with multiple tasks and interruptions.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Accurate typing skills at 40wpm.
- Ability to exercise confidentiality.