2 Phone Branch Representative I Jobs in San Diego, CA
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San Diego Metropolitan CU is Hiring a Phone Branch Representative I Near San Diego, CA
At Wheelhouse Credit Union we demonstrate our philosophy of People Helping People by providing our members with products and services that help them achieve their financial goals. If you’re looking for a career where you can learn, grow, and have fun while helping others, we may have a position for you!
Enjoy the Benefits of Working for Wheelhouse Credit Union
Wheelhouse Credit Union employees are our most important asset! We have designed a generous benefits package that allows flexibility, options, and opportunity.
Healthcare
Regular full or part-time employees working at least 30 hours per week are offered medical, dental, and vision insurance. The Credit Union contributes to the employee’s coverage and coverage for qualified dependents and/or registered domestic partners is available for purchase. Wheelhouse Credit Union also offers a Flexible Spending Account for Healthcare Reimbursement and/or Dependent Day Care.
401(k) Plan
The 401(k) retirement plan is funded by a combination of Credit Union and employee contributions. After the completion of 90 days of continuous service, employees are eligible to become a member in the 401(k) plan and the Credit Union will begin making discretionary contributions equal to 3% of the employee’s salary.
Paid Time Off
Wheelhouse Credit Union observes 12 paid holidays for all regular full and part-time employees. In addition, all regular employees receive a floating holiday in recognition of their birthday. The Credit Union recognizes the importance of taking time off from work to relax, spend time with family, and enjoy leisure activities therefore, the Credit Union provides paid vacation time to both full-time and part-time employees for this purpose. In addition, regular full and part-time employees are awarded 40 hours of sick leave at the beginning of each year. Employees hired after January 1, are awarded 40 hours of sick time on their employment date. This time can be utilized for the employee’s own medical care and for the medical care of their immediate family member.
Tuition Reimbursement
Available to all full and part time employees after 6 months of continuous service.
Corporate Citizenship
Regular full and part time employees that have completed 90 days of service are paid regular wages for time spent volunteering with an approved San Diego organization.
Wellness Program
Healthy living education and encouragement for staff, including complimentary flu shots and cholesterol screenings.
Discounted Credit Union services
Free checking and savings accounts, and a 1% rate reduction on selected loan products.
Insurance Coverage
All regular employees working at least 30 hours per week are provided with company-paid Long-Term Disability, Life Insurance, and Accidental Death and Dismemberment insurance.
Friendly Work Culture
Enjoy a supportive and positive work environment, with a focus on professionalism and creativity.
Committed to Diversity
We’re committed to a culture of diversity that reflects the communities in which we live and do business.
Phone Branch Representative I
Salary Range: $17.86 – $22.33/hr
Summary:
Handle all incoming calls and service requests directed to our Phone Branch. Open new accounts, handle member inquiries/transactions, account/loan maintenance and research requests. Provide accurate information, research and resolve members’ problems, and determine member needs while proactively cross selling credit union products and services in a professional, courteous and efficient manner. Remain current on all laws, rules and regulations including BSA and CIP programs.
Essential Duties and Responsibilities:
- Promptly answer all incoming calls in a polite, professional manner while complying with member identification procedures and ensuring member information security at all times. Determine caller’s nature of business and personally assist or when necessary, announce the caller and transfer to the appropriate individual or department. Comply with Wheelhouse Credit Union’s Internal Service Standards when communicating information to other branches/departments.
- Provide a high level of quality member service. Answer each call with a “telephone smile.” Be professional, courteous, tactful and a good listener.
- Strive to meet and exceed all Goals and Objectives set by the Phone Branch Manager.
- Open accounts for existing members via phone and assist with online new account processing for applications submitted via our website. Act as a source of information for new and existing members who are seeking information about new accounts products, modifications to existing accounts or membership qualification. Promote and cross-sell additional Wheelhouse Credit Union products and services that fit our member’s needs.
- Assist members with set up and navigation of Home Banking, Bill Payment, Mobile App and other Credit Union digital/online products, as they are applicable. Reset/unlock passwords, research and assist with trouble shooting member access issues and other digital banking related requests.
- Process members’ account/loan inquiries, transactions, loan payments, copy requests, fee reversals and check orders. Research account discrepancies, errors and complaints; follow up to the point of resolution or direct to the applicable department for further assistance.
- Maintain full knowledge of the Credit Union’s products, service and transaction procedures as required for performing service functions accurately and efficiently. Thoroughly read, understand and keep record of all promotional materials, the Wheelhouse Weekly, Desk Procedures, Credit Union Procedures and any information provided to you in order to represent the Credit Union in a knowledgeable and professional manner. Comply with all BSA and CIP programs along with the applicable laws, rules and regulations.
- Other duties as may be assigned.
Position Requirements and Qualifications:
- High School diploma or equivalent
- Minimum one year of credit union/banking or comparable financial industry experience required. New account opening experience preferred with demonstrated service and sales skills. Call center experience a plus. A bachelor’s degree will be considered in lieu of work experience.
- Must possess professional written and verbal communication skills, including excellent telephone and e-mail etiquette including listening skills.
- Proficiency with on-line data processing system and Microsoft Office Products. General working knowledge of the internet including online banking/mobile banking is required.
- Must possess the ability to professionally represent the Credit Union and conduct business via the telephone with clear enunciation in English. Bilingual English/Spanish speaking a plus.
- Must possess a high degree of organizational skills and the ability to handle multiple projects and deadlines. Ability to work independently and be self-motivated.
- Excellent interpersonal and collaborative skills and the ability to develop and maintain positive working relationships are essential.
- Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union’s policy of confidentiality, security, professional conduct and dress.
Job Summary
Full Time
$46k-57k (estimate)
09/05/2023
04/02/2024
sdmcu.com
San Diego, CA
<25
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