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Contact Center - Corporate (Onsite)
Position Summary
The Contact Center Representative Lead will be responsible for the accurate and timely processes of various assignments within the Contact Center department, specific to assisting the service team. The Contact Center Representative Lead’s role involves, managing schedule, including break, lunches, conducting monthly audits, and to provide coaching to the service team.
The Contact Center Representative Lead provides personalized service to members via alternate channels (phone, email, web, fax, chat and in person) to attract, enhance, and retain member relationships. Incorporates Service Plus into all aspects of member contacts and continually build relationships with members to increase memberships. Further enhances these relationships through the cross-selling of products and services to meet all the members’ financial needs. Understands the detailed features and benefits of all products and services available and presents them in a professional manner. Strives to meets assigned goals, including but not limited to, share, deposit, lending and referral partner goals. Supports the Credit Union in all initiatives with a positive attitude and a willingness to get the job done.
Essential Duties and Responsibilities
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Minimum Qualifications
Do you want to be valued as an employee?
Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Contact Center Representative Lead position is a Grade 8.
*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.
We also offer an excellent, fully comprehensive benefits program, including:
Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.
Full Time
Banking
$49k-64k (estimate)
01/28/2024
05/02/2024
meriwest.com
SAN JOSE, CA
200 - 500
1961
JOHN SOUZA
$50M - $200M
Banking
Meriwest Credit Union delivers financial value to individuals and small businesses in the Greater Bay Area of California and Tucson, AZ. We provide to those who are seeking above market rates on deposits, low loan rates, lower fees, product options and an experience that makes you feel confident about your decision to do business with us. If you need a reference, just ask our members! More than one-third of our new members are referred from members who consistently rate us high in service and have rated the interaction with our employees as their greatest source of satisfaction. Meriwest membe...rs enjoy the security of banking with an organization that's established, financially sound and has a strong local heritage. Our 1st Time Home Buyers Assistance program allows home buyers the opportunity to find their perfect first home. With online approvals in just a short time, they enjoy the peace of mind of knowing exactly what they can afford and have been approved for. Meriwest's FLOW account helps teens and young adults manage money through an individual experience. Meriwest's Business Banking brings a personalized banking experience to local small businesses through benefits scarcely offered such as: Free business checking Premier business interest checking CRE and Commercial Loans Meriwest offers the convenience and comfort of banking where you will always receive a welcoming experience. Our members enjoy banking at financial centers that feel more like home as we feature: Complimentary Peet's coffee No teller lines Financial news and offers Access to a cybercaf Mobile Banking Because Meriwest is networked with other credit unions you can conduct your transactions at a location convenient to you. Or if you prefer, you can use our Online or Mobile banking services for anytime account access. All good reasons to break free from your bank and join the move to Meriwest. Find a Financial Center: www.meriwest.com/locations
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