Job ID 2023-1610
Job Locations US-CA-San Diego
Category Call Center
Type Regular Full-Time
More information about this job
Overview
The Digital Contact Center Agent I will serve as a primary member contact during daily business hours for chat, secure tickets, email and physical mail. Assists members and potential members with all digital communication requests; resolve problems within authority; educate members and potential members regarding credit union products and services, in addition to delivering quality service according to approved standards. Process bank wires and online new account applications accurately and in a timely manner. Performs to the standards that meet or exceed the Credit Union and departmental objectives and to fulfill the expectations of all internal and external customers. Represents the Credit Union in a professional and responsive manner and promotes team participation on departmental and organization levels.
Responsibilities
Digital Service
Member Service
Additional Responsibilities:
Qualifications
EDUCATION and/or EXPERIENCE
High school diploma or equivalent. Basic knowledge of credit union/financial industry. One to two years of combined credit union or related banking positions required. Required background in customer services and sales. One year experience in a call center preferred.
TECHNOLOGY PROFICIENCY
To perform this job, the employee must possess applicable technology skills and demonstrated expertise. The employee must be able to move in and out of up to 15 systems quickly and efficiently. Ability to use Word for Windows, Excel, and other Microsoft Office applications, as well as the ability to learn new applications quickly; requires general knowledge of network and database use. Extensive knowledge of PC’s/MAC’s, operating systems, browsers, and network and database usage/software programs.
OTHER QUALIFICATIONS
To perform this job successfully, an individual must have strong analytical and problem solving skills to be able to resolve technical/complex questions regarding browsers configurations, financial software, and web applications.
Exceptional verbal and written communication and interpersonal service skills with the ability to work with members, branch/contact center staff, and internal support departments.
Exceptional writing abilities including e-mail and letter correspondence using MS Word and Excel when needed.
Ability to use effective referral techniques to identify member needs, promote and cross-sell a variety of products and services. Flexible in acceptance of special duties as assigned by management.
BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen, credit check and vaccine verification, as applicable and permissible by law. USE Credit Union is committed to the safety and wellbeing of our employees and their families; our members and visitors; and the community at large. In accordance with our duty to provide and maintain a workplace that is free of known hazards, we are requiring that employees must have received or be willing to receive the COVID-19 vaccine. BluPeak Credit Union continues to monitor the pandemic following CDC guidelines, federal state and local laws. Policies continue to be adjusted as new information emerges.
BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.
PM17
Min
USD $20.14/Hr.
Max
USD $30.21/Hr.
PI200846932
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