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Call Center Consultant - Hybrid Schedule

Company: 1st United Credit Union
Location: Pleasanton
Posted on: November 26, 2022

Job Description:

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Call Center Consultant provides accurate, courteous, friendly, timely, and professional service to all members and potential members, with a focus on service. Identify cross-sell opportunities and cross-sell services to members. Follows telephone etiquette/protocol. Answers calls immediately with minimal transfers. Spanish speaking is a plus. Must be able to work Saturday hours.

Job Responsibilities:

* Answer Incoming calls and chats to determine the needs of the caller and verify the callers identity. Determine how to provide direct assistance.

* Perform service functions for customers (i.e., transfer funds between accounts, loan payments, close and reorder debit cards)

* Supports and models exceptional service through the phone, chat, and emails both to internal and external members consistently.

* Process credit card payments

* Consistently educates members about our self-serve options Mobile Banking, Mobile Deposits & Payments, Fraud Text Alerts, Online Banking, Bill Pay, Automated Phone System, Balance Alerts, etc.

* Identify products/services that might be beneficial to members and provide them with information about products/services that would provide value

* Assist other departments and branches with transactions as needed

* Assure members needs are addressed in a polite and friendly manner

* Comply with applicable laws and regulations


* Good listening, computer, and telephone skills; able to make decisions with minimum information.

* Strong communication skills, both written and verbal a must.

* Basic proficiency with Microsoft Word and Excel required.

* Easily adapts new technology and the ability to share it with members in order to improve their financial lives.

* Aptitude to quickly learn products and services and new applications.

* Customer service or related experience.

* Detail oriented, must be good with names and numbers

* Branch teller experience preferred

* Previous Call Center experience preferred

* High School diploma, GED or equivalent

1st United Services Credit Union is an Equal Opportunity Employer

Keywords: 1st United Credit Union, Pleasanton , Call Center Consultant - Hybrid Schedule, Professions , Pleasanton, California

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