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Call Center Representative

3 months ago

Beloit, United States FIRST COMMUNITY CREDIT UNION Full time

Description:
GENERAL SUMMARY

**Primary Responsibilities**:

- Model a high energy, world-class service and sales culture within the branch and credit union.

Primary Qualifications: Passionate and enthusiastic; possess world class service and leadership skills; strong knowledge and understanding of FCCU products and services.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- Live the First Community Credit Union Mission, Vision and Values within the organization and our communities.
- Assist in promoting a positive credit union image during working and non-working hours.
- Comply with regulatory requirements and internal policies and procedures.
- Maintain necessary records pertaining to member, tracking, monitoring, etc., in a timely, efficient and effective manner.
- Instill an energetic, world-class service and sales culture that continually strives to improve the way we serve our members.
- Assist in branch services and operations as needed to serve our members.
- Answering phones for the entire credit union.
- Refer members to the appropriate credit union department based on the member’s needs
- Assist members with basic account questions and simple transactions.
- Assist members with how to use e-banking services to include: home banking, bill pay, TELLERphone, and mobile app.
- Review and work faxes that come in. Forwarding any faxes to appropriate departments.
- Review exception reports, make entries and order supplies for the entire credit union.
- Perform other duties and responsibilities as assigned or deemed necessary in order to meet the credit union’s goals and objectives.

**Requirements**:
**Required Knowledge, Skills, and Abilities**:

- Passionate and enthusiastic.
- World-class service skills.
- Intermediate knowledge of credit union products, services, policies and procedures.
- Possess exemplary written and oral communication skills.
- Be flexible and adaptable to change.
- Knowledge of federal and state regulations relating to credit union operations management.
- Knowledge of intermediate math (calculations and concepts involving decimals, percentages, fractions, etc.)
- Willingness to learn new skill sets to advance in a career with First Community Credit Union.
- Typing skills desired.
- Good organization and time management skills.
- Availability to work weekends and extended hours, as needed.
- Outgoing personality, with the ability to ask for new business and capable of making outbound phone calls.
- Works well with others and follows directions.
- Able to work independently.
- Detail oriented.

**Education and Experience**:
This position requires a high school education and two (1) year experience in a financial institution.

Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.

**Working Conditions**:
Normal office working conditions with the absence of disagreeable elements.