Financial Services Advisor

2 weeks ago


Pleasanton, California, United States 1st United Credit Union Full time

Company Overview

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


About Us


We believe in empowering our employees with job training, skill development, and opportunities to learn about other areas of the Credit Union. This is a hybrid position; employees must be available to work on-site 1-3 days a week.


Job Summary


The Call Center Consultant (Financial Services Advisor) will assist members and potential members with their inquiries received by phone, Banno Conversations or email in the Contact Center environment.


Key Responsibilities:



  • Assist members and potential members with their inquiries, answer questions regarding products and services, and resolve problems within their authority to resolve.
  • Refer issues beyond their authority to their supervisor, along with recommended solutions.
  • Presents suitable products to enhance the membership experience and member's financial well-being.
  • Maintain accurate records in the credit union's systems and prepare reports as needed.
  • Support departments outside of the Member Contact Center as needed.

Prerequisites:



  • Must be able to work Saturday hours.
  • One year to three years of similar or related experience.
  • A high school diploma, GED, or equivalent.
  • A higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
  • Excellent listening and telephone skills.

Salary Information:


This is an hourly wage position with wages ranging from $20.00 to $37.00 per hour depending on experience. Wages listed are for grades 6 through 8.


Benefits:



  • An Equal Opportunity Employer offering a competitive salary range.


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