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Call Center

3 months ago

Irving, United States Financial Staffing Resources, Ltd. Full time
Job DescriptionJob DescriptionCompany Description

FSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry.  Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need for any all staff levels within the credit union organization, from teller to CEO we can make it happen for you.

Job Description

We have an immediate opportunity for a Personal Banker in our Call Center. Are you a driven individual looking to advance your career with a dynamic and progressive organization? We want to hear from you

Position Overview:

As a key member of our team, you'll handle incoming calls from members, assist with orders, answer inquiries, troubleshoot problems, and provide valuable information. Your role will also focus on cross-selling our wide range of credit union products and services, particularly our lending products.

Key Responsibilities:

  • Member Interaction: Provide exceptional service by answering calls, addressing inquiries, resolving complaints, and troubleshooting issues. Cross-sell credit union products and services.
  • Transaction Processing: Handle various financial transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances. Ensure accurate daily balancing of transactions.
  • Account Services: Open and close individual retirement accounts, checking accounts, savings accounts, and term share accounts. Assist members with account issues and provide comprehensive account maintenance.
  • Loan Services: Receive, review, and submit applications for consumer loans and debit/credit cards. Conduct interviews with loan applicants, gather necessary information, and ensure the accuracy of all documentation.
  • Compliance and Accuracy: Ensure all transactions and services comply with established policies, legal requirements, and regulatory standards.

Essential Duties:

  • Member Support (70%): Respond to member inquiries via phone and email, resolve complaints, route calls, and follow up as necessary. Identify and pursue cross-selling opportunities.
  • Loan Assistance (5%): Conduct interviews with loan applicants, prepare and review loan documents, and explain loan options. Collaborate with Lending Support and Collections departments as needed.
  • Account Management (5%): Assist members with opening and closing accounts, answer questions about products and services, and resolve issues within your authority.
  • Transaction Processing (5%): Process financial transactions, balance cash drawers, and submit checks for electronic clearing.
  • Member Engagement (5%): Welcome members, provide routine information, and direct them to the appropriate departments for specific services.
  • Compliance (5%): Ensure adherence to loan terms and conditions, stay informed on current trends, laws, and regulations.
  • Additional Duties (5%): Perform other job-related tasks as assigned.
Qualifications

  • Six months to two years of similar or related experience

If you’re ready to take the next step in your career and join a team that values growth, teamwork, and exceptional service, apply today



Additional Information

Compensation:  $18-21/hr + sales incentives

We believe in taking care of our team members. Here's a glimpse of what we offer:

  • Commission and Incentives: Rewarding your hard work and dedication.
  • Affordable Benefits: Ensuring your health and well-being are taken care of.
  • Up to 6% 401K Matching: Invest in your future with our generous matching program.
  • Eleven Paid Holidays: Celebrate the moments that matter with paid time off.
  • 120 PTO Hours: Enjoy ample paid time off to recharge and relax.
  • Employee LOC with a 0% Interest Rate: Access financial support when you need it most.
  • Free Telemedicine: Convenient access to medical care from the comfort of your home.
  • Relaxed Casual Dress Code: Feel comfortable and confident while you work.
  • Flexible Spending Account: Manage your healthcare expenses with ease.
  • Health Savings Account: Save for medical expenses with pre-tax dollars.
  • Employee Assistance Programs: Support and resources for your personal and professional well-being.
  • Company Diversity Council: Join a community dedicated to fostering inclusion and diversity.
  • Community Engagement Opportunities: Make a difference beyond the workplace with volunteer opportunities.