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SUMMARY: Under limited supervision provides a broad range of credit union services to members via incoming telephone calls. Responsible for providing account information, and processing transactions such as withdrawals and transfers. Responsible for providing information and achieving cross-sales of all credit union products and services.
REPORTS TO: Call Center Supervisor
DEPARTMENT: Call Center
Note: It is preferred that the applicant be bilingual. Certification may be required.
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Essential Duties and Responsibilities:
Secondary Duties and Responsibilities:
REQUIRED KNOWLEDGE:
Requires detailed knowledge of all deposit products and related services offered by the credit union. A general knowledge of all other credit union products is also required. An understanding of credit union policies and procedures and the ability to effectively work with staff and members is necessary.
EDUCATION AND EXPERIENCE:
Requires high school education or G.E.D. equivalency certificate. In addition to education, requires one to two years experience in teller and financial services area of a financial institution.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to see, talk, hear and use standard office equipment such as computer/keyboard and phone.
TRAVEL
Travel is occasionally local during the business day.
Full Time
$35k-43k (estimate)
07/19/2023
04/28/2024
The following is the career advancement route for Call Center Representative positions, which can be used as a reference in future career path planning. As a Call Center Representative, it can be promoted into senior positions as a Contact Center Representative IV - Inbound that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Call Center Representative. You can explore the career advancement for a Call Center Representative below and select your interested title to get hiring information.
If you are interested in becoming a Call Center Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Call Center Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Call Center Representative job description and responsibilities
Call center representatives must be professional throughout each phone call and to other call center employees.
02/12/2022: La Crosse, WI
Therefore, call center representatives should be open to work rotational shifts and adapt to a flexible work schedule.
01/09/2022: High Point, NC
A successful Call Center Representative must have an excellent attitude towards their work and empathy for their customers' needs.
12/14/2021: Galveston, TX
The representatives should also use their problem-solving skills to resolve customer queries effectively.
01/05/2022: Sioux City, IA
The Call Center Customer Service Representative must be able to deliver outstanding customer service to ensure customers receive the best customer service experience.
12/26/2021: Greensboro, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Call Center Representative jobs
Working as a call center representative requires a fast typing ability.
12/22/2021: Orange, CA
Perfect for Call Center Representatives with two to five years of experience.
12/20/2021: Roanoke, VA
Due to the sensitivity of the call type, all representatives will be required to pass a Personnel Security suitability determination and adhere to strict privacy policies.
02/10/2022: Greenville, MS
Excellent follow through skills, responding timely to phone calls, tasks, and projects; accuracy and attention to detail are a must.
02/28/2022: Jamestown, NY
Previous call center experience preferred but not required.
12/17/2021: Greenville, MS
Step 3: View the best colleges and universities for Call Center Representative.