Contact Center Sales Representative

3 weeks ago


Rocklin, United States Insight Global Full time

Insight Global client, a Federal Credit Union is seeking to hire contact center representative to sit in their Rocklin call center. This representative will be responsible for answering 30-50 inbound calls to resolve client questions and concerns. This person will need to be technically capable as they will be operating on a dual monitor set up and documenting client conversations in a CRM. This representative will demonstrate the ability to upsell services and products while resolving client requests. Must Haves: 1-2 years of customer service experience (fast-paced environment) Must have 1 year of recent sales experience. Proven ability to upsell services or products in a working environment. Proficient computer skills (MS Office Suite, Word, Outlook, Excel) Must have availability to work 6am- 4pm and 9:30am-6:30pm M-F Punctual attendance is required. Plusses: Experience working within a banking/customer service position. Call center experience (highly preferred) Job Duties : Support inbound member calls and perform member financial transactions in English - Spanish Speaking skill set a plus Pro-actively identify and recommend the best products and services to meet the members’ financial needs, and partnering with services teams including insurance, investments, and mortgage. Provide exceptional customer service by assisting with members’ digital inquiries (mobile and online banking) and engaging with eSupport and Helpdesk when needed a Meet quarterly call efficiency metrics and service objectives, alongside sales targets, and incentives. Actively evaluate the member interaction to determine satisfaction level, de-escalating / troubleshooting or escalating as appropriate to address each member’s unique needs. Participate in training and utilize available resources to maintain in depth current knowledge of all current credit union products and services. Engage appropriate team member(s) and leaders for issue resolution and ongoing training support. Pay Rate: $20.08-$22.24



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