Bank Call Center Representative

3 months ago

Boston, United States Mass Bay Credit Union Full time

Choosing Mass Bay Credit Union means choosing to be part of a community that cares about each other and about you.

Primary Function:

Provides quality information and exceptional member service and support by telephone and/or electronically. Answers member inquiries and/or resolves telephone and e-mail questions regarding account information. Transfers calls to appropriate department or employee; and processes transactions, member correspondence, and requests via email and telephone. Informs members of products and services and develops opportunities to cross-sell products. Handles all member transactions with complete discretion and confidentiality.

Essential Duties and Responsibilities:

  1. Functions as a full-service member service rep providing accurate deposit, transfer, and disbursement services to members via telephone and/or electronic requests.
  2. Researches and resolves routine issues or questions for members on accounts; and continuously monitors voice or email to ensure members' requests are met in a timely manner.
  3. Provides information on Certificates of Deposit and assists with simple roll-over of CDs as requested by member. Takes applications for CDs and coordinates application with Senior Branch Supervisor.
  4. Completes payroll distribution change requests, following credit union procedure guidelines.
  5. Verifies and updates member address information as needed or requested.
  6. Assists with stop payment requests following credit union procedures.
  7. Transfers money to various accounts and/or make loan payments as requested by member.
  8. Provides share and loan rates, account balances, check clearings, deposits, auto value information, and any other information as requested by the member.
  9. Accepts member's check reorder requests, and verifies information for accuracy.
  10. Assists members with statement inquiries and remote access; researches errors, and provides resolution; and/or refers member to proper department for resolution of issue/request.
  11. Attends training sessions upon request.
  12. Cross-trains for other functions within the branch/department and performs those responsibilities as requested.
  13. Informs members of credit union products and services, explaining features and benefits; and cross-sells products and services when appropriate.
  14. Adheres to the anti-money laundering policy and the Bank Secrecy laws.
  15. Assumes other duties as new products, services, or technology are introduced.

Note: The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required.

Knowledge, Skills, and Experience Required:

  1. Professional and pleasant interpersonal and communication skills are essential for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
  2. Work requires general knowledge of all Credit Union products and services.
  3. Requires education equivalent to a four-year high school education. Proficiency with computer software applications is required.
  4. Position requires one year of member service or call center experience in a bank or credit union.
  5. Position requires the ability to read and understand oral and written instructions. Requires the ability to effectively communicate with members or employees and to solve day-to-day problems involving several variables in standard situations.
  6. Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required.


Job Posted by ApplicantPro

  • Bank Call Center Representative

    2 months ago

    Boston, United States Mass Bay Credit Union Full time

    Choosing Mass Bay Credit Union means choosing to be part of a community that cares about each other and about you. Primary Function: Provides quality information and exceptional member service and support by telephone and/or electronically. Answers member inquiries and/or resolves telephone and e-mail questions regarding account information. Transfers...

  • Automotive Call Center Representative

    1 day ago

    Boston, United States Herb Chambers Porsche Full time

    Imagine coming to work every day with the tools and training you need to be successful and the confidence knowing you are working for the best.   For over 35 years we have been committed to providing an exceptional client experience and we know that starts with our most valuable resource-our team members. The Herb Chambers Companies is currently looking for...

  • Senior Commercial Banking Specialist

    4 weeks ago

    Boston, Massachusetts, United States The Symicor Group Full time

    The Symicor Group is a boutique talent acquisition firm dedicated to providing exceptional banking and accounting talent to its clients. Our unique value proposition centers around delivering premium results for banks and companies seeking to fill essential positions.We are seeking a highly skilled Commercial Lender to join our team in the Boston, MA market....

  • Call Center Operations Supervisor

    4 weeks ago

    Boston, Massachusetts, United States Mass General Brigham Full time

    Job Summary:Mass General Brigham is seeking a highly skilled Call Center Operations Supervisor to join our team. As a key member of our Call Center team, you will be responsible for the day-to-day administrative operations of the Call Center, ensuring that productivity and quality standards are met. Key Responsibilities: Supervise a team of 12-15 team...

  • Relationship Banker

    5 months ago

    Boston, United States Bank of America Full time

    Description : This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep...

  • Senior Financial Center Manager

    4 weeks ago

    Boston, Massachusetts, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Center Manager to join our team at Bank of America. As a key member of our leadership team, you will be responsible for managing a financial center and its employees on a day-to-day basis.Key ResponsibilitiesOperate as a business owner and foster a team environment, instilling an effective...

  • Call Center Rep

    6 months ago

    Boston, United States Tufts Medicine Full time

    This position functions as a key communicator. Promotes company’s commitment to superior customer service. This position is responsible for the ongoing and uninterrupted flow of information through face-to-face interactions and through phone calls.  Performs routine duties that require exceptional computer skills, and proper etiquette. In addition to...

  • Call Center Recruiter

    1 month ago

    Boston, Massachusetts, United States Grand Circle LLC Full time

    Job OpportunityGrand Circle Corporation is seeking a motivated and determined Call Center Recruiter to join our team. As a key member of our recruitment team, you will be responsible for screening resumes, establishing candidate pipelines, and contacting prospective candidates for our dynamic Sales call center environment.Key Responsibilities:Manage the full...

  • Financial Center Manager

    1 month ago

    Boston, Massachusetts, United States Bank of America Full time

    Job Title: Financial Center ManagerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Financial Center Manager, you will be responsible for leading a team of professionals to deliver exceptional client service and drive business results.Key Responsibilities:Develop and implement business strategies to drive growth...

  • Branch Customer Service Representative

    2 months ago

    South Boston, United States South Shore Bank Full time

    Job Type Full-time Description At Dedham Savings, we believe that being here for the journey means supporting our clients in a friendly and professional manner every day. While our employees are committed to helping our clients, we are committed to our employees. After all, we wouldn't have made it nearly 200 years as a local neighborhood bank without them!...

  • Medical Technologist II

    4 weeks ago

    Boston, Massachusetts, United States Boston Medical Center Full time

    Job SummaryBoston Medical Center is seeking a highly skilled Medical Technologist II to join our Blood Bank team. As a key member of our laboratory team, you will be responsible for performing blood bank transfusion service patient testing and interpreting moderate and high complexity clinical laboratory tests.Key ResponsibilitiesPerform blood bank...

  • Welcome Center Representative

    1 month ago

    Boston, United States YMCA of Greater Boston Full time

    Welcome Center RepresentativeDepartment: Center Staff Employment Type: Part Time Location: Wang YMCA Compensation: $18.00 / hour DescriptionSchedule: Part Time, 5:45AM - 10 AM Monday - Thursday Join our cause-driven and customer-service-focused YMCA Membership Sales & Service Team today! Under the supervision of the Director of Membership Sales & Service,...

  • Manager, Producing Sales

    3 weeks ago

    Boston, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Manager, Producing Sales

    3 weeks ago

    Boston, United States Webster Bank Full time

    If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people firstdoing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities....

  • Manager, Producing Sales

    3 weeks ago

    Boston, United States Webster Bank Full time

    If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...

  • Boston Emergency Services Team Call Center Clinician

    4 weeks ago

    Boston, Massachusetts, United States Boston Medical Center Full time

    Job SummaryAs a member of the Boston Emergency Services Team, the Call Center Clinician plays a critical role in providing telephone screening and intake functions for individuals experiencing psychiatric crisis. This position requires excellent listening skills, ability to diagnose problems, and develop practical solutions. The ideal candidate will have a...

  • Call Center Operator II

    1 week ago

    Boston, United States Brigham & Women's Hospital(BWH) Full time

    GENERAL SUMMARY/ OVERVIEW STATEMENT: As a member of the Room Service team, the individual will be tasked to assist and deliver in a pleasant, friendly and timely manner patient specific high-quality food and exemplary service to patients, guests, and staff. This position requires working with and assisting other members of the Room Service team and Hospital...

  • Customer Support Representative

    3 months ago

    Boston, United States Greater Lawrence Family Health Center Full time

    Established in 1980, the Greater Lawrence Family Health Center (GLFHC) is a multi-site mission-driven non-profit organization employing over 700 staff whose primary focus is providing the highest quality patient care to residents throughout the Merrimack Valley. Nationally recognized as a leader in community medicine (family practice, pediatrics, internal...

  • Welcome Center Representative

    1 month ago

    Boston, Massachusetts, United States YMCA of Greater Boston Full time

    Job DescriptionAs a Welcome Center Representative at the YMCA of Greater Boston, you will play a vital role in providing exceptional member service and ensuring a welcoming environment for our members and program participants.Key ResponsibilitiesPresent a friendly and approachable demeanor when greeting and serving members and program participants.Enforce...

  • Call Center Operator II

    2 weeks ago

    Boston, United States Mass General Brigham Full time

    Description: GENERAL SUMMARY/ OVERVIEW STATEMENT: As a member of the Room Service team, the individual will be tasked to assist and deliver in a pleasant, friendly and timely manner patient specific high-quality food and exemplary service to patients, guests, and staff. This position requires working with and assisting other members of the Room Service team...