Call Center Representative I

2 days ago


Midland, United States My Community Credit Union Full time
Job DescriptionJob Description


  1. Assists members with telephone requests regarding Member Service; including but not limited to answering questions about products, services, and accounts.
    • Accurately maintaining confidential member account information on computer systems. Completing transactions per member request, such as transfers, stop payment, wire requests, loan payments, closing accounts.
    • Provides a superior member experience by actively listening, reviewing, and assessing the needs of the member in each interaction.
    • Identifies cross-sell opportunities by successfully presenting and placing appropriate products and/or services that meet the member’s needs.
  2. Actively guides members through troubleshooting and/or navigating the website or other services available.
    • Addresses and resolves member concerns (referring issues that are beyond their authority to the Call Center Manager).
    • Directs incoming calls to the appropriate employee/department.
    • Completes daily items such as Online Banking registrations or resets, adding Travel Notices, setting up and/or maintaining automatic/recurring loan payments, setting up/reviewing Bill Pay, ordering checks, entering loan applications, scanning, and filing documents properly.
  3. Assists members with loan requests.
    • Conducts loan interviews, gathers, and documents pertinent data necessary for underwriting.
    • Cross-sells appropriate loan related products.



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