Contact Center Account Consultant I

3 days ago

Roanoke, VA, United States Virginia Credit Union Full time
Job Description:

PRIMARY FUNCTION:

The Contact Center Account Consultant I's primary function is to answer telephone inquiries regarding deposit and loan accounts while promoting credit union products and services and consistently giving quality service to members and all co-workers throughout the credit union.

JOB DUTIES AND RESPONSIBILITIES:

Perform all of the following functions in a call center environment on the phone:
  • Inform, Educate, and Advise members, regardless of the individual circumstances.
  • Perform transfers, withdrawals, loan payments by transfer and advances from lines of credit by transfer or check. Takes check orders over the phone and processes Credit Card Payments.
  • Assist members with the transfer program, payroll deductions, direct deposit, stop payments, SuperCheck and credit card inquiries.
  • Promote the credit union by cross-selling products and services focusing on department goals and member needs.
  • Handle member inquiries and solves problems.
  • Other duties may be required and assigned by the supervisor.
  • Comply with all published enterprise level policies and procedures including, but not limited to, Risk Management policies.
  • Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
  • Report all Risk Management Policy violations in accordance with policy.
EXPECTATIONS:
  • Meet Contact Center service quality standards. Consistently give quality service to external and internal members. Treat members courteously and professionally while handling their requests promptly and accurately.
  • Evaluate members' needs and make recommendations that will help them achieve their financial goals.
  • Consistently meet or exceed monthly cross-selling, quality, and time management goals.
  • Build relationships with credit union members and team members.
  • Contribute towards individual, team, & department goals while promoting team spirit.
  • Give feedback to the Managers and Supervisors about department and team goals and incentives.
  • Attend training sessions as directed by Manager or Supervisor to keep skills current.
  • Keep all member and credit union business confidential.
JOB QUALIFICATIONS:

Knowledge: Credit union or banking industry knowledge preferred.

Skills:
  • Must be able to operate a computer and other office equipment.
  • Must be skillful when working with details such as numbers and names.
  • Must have the ability to effectively communicate with members both verbally and in writing.
  • Must be able to work in a stressful environment while being flexible.
  • Must have the ability to consistently provide excellent service.
Minimum Education and Experience:
  • High school degree with additional business courses preferred.
  • Prior experience in a busy public contact position at a credit union, financial institution, or a retail outfit.
  • Must have experience with computers.
  • Must have experience in handling member requests and inquiries.
  • Contact center experienced preferred.
PHYSICAL REQUIREMENTS:
  • Ability to sit for long periods of time. Infrequent lifting or carrying of objects up to 10 pounds.
  • Ability to speak and hear clearly with reasonable accommodation.

  • CONTRACT ADMINISTRATOR I

    3 days ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: CONTRACT ADMINISTRATOR I Description Employment Status:Full timeShift:Day (United States of America)Facility:Remote - VA CP07 Carilion Medical Center. Requisition Number:R156730 CONTRACT ADMINISTRATOR I (Open) How You'll Help Transform Healthcare:The Contract Administrator I assists with research, negotiation, development, and maintenance of...

  • RN I

    2 weeks ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: RN I - Admission/Discharge - Flex Description Employment Status:Variable / FlexShift:Day/Evening (United States of America)Facility:1906 Belleview Ave SE - Roanoke CP01 Carilion Medical Center. Requisition Number:R156180 RN I - Admission/Discharge - Flex (Open) How You'll Help Transform Healthcare:As a part of the healthcare team, the RN...

  • Orthopedic Technician I

    1 week ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: Orthopedic Technician I Description Employment Status:Full timeShift:Day (United States of America)Facility:2331 Franklin Rd - Roanoke CP01 Carilion Medical Center. Requisition Number:R151795 Orthopedic Technician I (Open) How You'll Help Transform Healthcare:Performs a variety of tasks associated with the application, management and removal of...

  • Orthopedic Technician I

    2 weeks ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: Orthopedic Technician I Description Employment Status:Full timeShift:Day (United States of America)Facility:2331 Franklin Rd - Roanoke CP01 Carilion Medical Center. Requisition Number:R151795 Orthopedic Technician I (Open) How You'll Help Transform Healthcare:Performs a variety of tasks associated with the application, management and removal of...

  • RN I

    3 days ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: RN I Description Employment Status:Full timeShift:Night (United States of America)Facility:1906 Belleview Ave SE - Roanoke CP01 Carilion Medical Center. Requisition Number:R156661 RN I (Open) How You'll Help Transform Healthcare:As a registered nurse, you are expected to consistently deliver the best in care and customer service and demonstrate...

  • RN I

    5 days ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: RN I Description Employment Status:Full timeShift:Night (United States of America)Facility:1906 Belleview Ave SE - Roanoke CP01 Carilion Medical Center. Requisition Number:R156661 RN I (Open) How You'll Help Transform Healthcare:As a registered nurse, you are expected to consistently deliver the best in care and customer service and demonstrate...

  • RN I

    5 days ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: RN I Description Employment Status:Full timeShift:Night (United States of America)Facility:1906 Belleview Ave SE - Roanoke CP01 Carilion Medical Center. Requisition Number:R156661 RN I (Open) How You'll Help Transform Healthcare:As a registered nurse, you are expected to consistently deliver the best in care and customer service and demonstrate...

  • RN I

    1 day ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: RN I Description Employment Status:Full timeShift:Night (United States of America)Facility:1906 Belleview Ave SE - Roanoke CP01 Carilion Medical Center. Requisition Number:R156661 RN I (Open) How You'll Help Transform Healthcare:As a registered nurse, you are expected to consistently deliver the best in care and customer service and demonstrate...

  • RN I

    2 weeks ago

    Roanoke, VA, United States Carillion Clinic Full time

    RN I - Palliative As a registered nurse, you are expected to consistently deliver the best in care and customer service and demonstrate respect, dignity, kindness and empathy in each encounter with our patients, their families, visitors, and with each other. As part of the health care team, RNs assume primary accountability for nursing coordination and...

  • Practice Call Center Operator

    1 week ago

    Roanoke, VA, United States Carilion Clinic Full time

    Job Title: Practice Call Center Operator Description Employment Status:Full timeShift:Day (United States of America)Facility:2301 Brambleton Ave SW - Roanoke CP07 Carilion Medical Center. Requisition Number:R155608 Practice Call Center Operator (Open) How You'll Help Transform Healthcare:The Communication Specialist is one of the first points of contact for...