NOTE: This is a hybrid position with two days in the office and three days working from home. The selected individual must live within driving distance of a California branch in the event of loss of power/internet or in the event there is required in person training. We are looking for someone to work the 8am to 5pm PT shift and rotating Saturdays from 9am to 5pm PT. Keep in mind as business needs change this individual may be asked to work a different shift or cover for a fellow team member.

About Excite Credit Union

Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union. We believe in giving everyone a chance to build a financially stronger future so that together we can build a stronger community. We are looking to hire an individual who is a strong communicator, organized, and has great attention to detail to join our Service Center.

The Service Center Representative provides a broad range of Credit Union services to members and non-members via incoming telephone calls, email and secure online banking messages. They are also responsible for providing guidance and troubleshooting of Credit Union electronic services as well as assisting the Financial Center and other department team members with general information and research as well as miscellaneous duties as needed

We offer:

• Competitive Pay ($21 - $23/hour depending on experience)
• Comprehensive benefits plan
• Retirement plan with matching contribution
• Wellness, and Well-being programs
• Financial education and planning
• Opportunity for professional development and continuing education allowance
• Team member loan discounts
• And so much more

Essential Duties and Functions: (include but are not limited to)

• Responsible for being knowledgeable of, and ensuring that Service Standards, as defined and established by the credit union, are actively pursued and routinely achieved in the day-to-day performance of job duties
• Contributes to the overall success of the department through exceptional member service and sales
• Assists members and non-members with a variety of requests including account transactions, balance information, problem resolution, policy and procedure questions, and the building of account relationships through the introduction of additional products and services
• Responsible for maintaining the department’s expectation for daily Logged On Time in an effort to maintain a high level of availability which results in acceptable Service Level and Abandoned Rate statistics for the department
• Responsible for remaining current on all promotional campaigns, department/credit union policies and procedures for processing telephone transactions
• Responsible for achieving the department’s monthly thresholds for individual cross-selling performance
• Responsible for accurate and efficient phone usage (holds, conferencing, transfers) and exercising sound judgment when department is experiencing high call volume
• Performs a variety of other teller functions on a daily basis between incoming phone calls
• Demonstrates the highest commitment to exceptional internal and external member service

Required Experience and Education

• High school diploma or equivalent
• 2 years customer service experience with a financial institution
• 2 years demonstrated success in the sales of financial products and services
• Strong technical acumen
• Bi-lingual skills (English/Spanish)
• Demonstrated ability to be fiscally responsible

Preferred Experience and Education

• Previous call center experience within a financial institution

Travel

No travel unless there is a power outage or loss of internet in the individual's workspace. Must live within driving distance of a California branch.