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Contact Center Representative I-Part Time

2 months ago


Waterloo, Iowa, United States Veridian CU Full time
Job Summary

Veridian CU is seeking a highly skilled Contact Center Representative I to provide exceptional member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services over the phone.

Key Responsibilities
  • Provide quality interactions with inbound and outbound member calls that create an excellent service experience to promote the Veridian brand.
  • Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
  • Conduct member transactions including loan payments, deposits, withdrawals, transfers, and SWBC payments.
  • Complete member requests including opening certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, initiation of direct deposit/EFT/payroll deduction, etc.
  • Actively cross-sell credit union services by providing information to current, new, and potential members.
  • Consistently achieve established monthly and annual sales and service goals.
  • Maintain necessary departmental files, updating member/credit union information as required.
  • Prepare and maintain reports as required.
  • Maintain member confidence and protect operations by keeping information confidential.
  • Contribute to team effort by accomplishing related results as needed.
  • Proficient in answering member inquiries surrounding Online Banking, Mobile Banking, Remote Deposits, Bill Payment, Remote Transfers, etc.
  • Support at the first point of contact through problem-solving skills and utilization of resources in the areas of card services, rate inquiries, ACH, and Account Resolutions.
  • Skilled in Member Contact Center software: EchoSign, SWBC, Jabber, Cisco Agent, ApplePay, etc.
Requirements
  • High School Diploma.
  • Related work experience in customer service, preferably in a call center environment and/or at a financial institution.
  • Proficiency in electronic services.
  • Fluent computer skills in a Microsoft Windows Environment.
About Veridian CU

Veridian CU provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state, or local laws.