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This position is responsible for assisting the membership with TruWest products, services and account information. This position is responsible for department opening and closing duties, non-cash teller duties, opening new accounts and deposit products and originating loans. This position is responsible for receiving all incoming calls and making outbound calls to perform inquiries on members’ accounts and identify members’ needs for various credit union products and services. Responsibilities include verifying member information and approving/disapproving applications for service while assuring compliance with credit union policy and procedures and lending regulations. Also requires having the ability to perform duties of a Membership Officer. Must provide spontaneous service excellence to members, employees and business associates; demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.
Qualifications:Education:Requires education associated with high school diploma. Some college in a related field is preferred.
Experience:This job requires a minimum of one year of new account and loan origination experience. Contact Center experience is preferred.
Knowledge and Skills:Individual must have good sales and referral abilities. Requires general knowledge of TruWest products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must be able to interpret and abide by credit union’s policy and procedures as well as lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, have good attention to detail, good telephone etiquette and communication skills. Must have general Microsoft Office knowledge and experience with office equipment such as 10-key calculator, PC keyboard, copy and fax machines. Candidate must also possess an ability to work independently and be able to handle multiple tasks at the same time. Individual must have good oral and written communication skills, as well as strong member service and interpersonal skills. Must be a team player and have the ability to build member and employee relationships. Bilingual skills are preferred.
Primary Duties and Responsibilities:Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Promote products and services with the membership and maintain acceptable referral and sales levels through phone inquiries.
2. Understands and can open all deposit products that come in through telephone and the indirect dealership program.
3. Thorough knowledge of loans offered by the credit union. Originates and troubleshoots consumer loans via the telephone.
4. General knowledge of the TruWest computer system; understands and can perform all non-cash teller transactions.
5. Follows credit union policy and procedure as they relate to tellers and Member Service Representatives.
6. Work as part of the team and cooperates with co-workers, assistant manager and department manager and demonstrates a willingness to assume additional responsibilities.
7. Provide prompt and courteous service to members while exhibiting professionalism in behavior and tone of voice.
8. Handles member transactions accurately and completes assignments in a timely manner by structuring and organizing work effectively.
9. Communicates effectively with co-workers and members both orally and in written form and maintains a professional interface with other departments.
10. Follows credit union policies for compliance with all laws and regulations, specifically, but not limited to, the Bank Secrecy Act, Security Policies, and Confidentiality Policies and adheres to all TruWest Human Resource policies.
11. Other duties as assigned.
Full Time
Banking
$28k-35k (estimate)
03/08/2023
06/18/2024
truwest.org
TEMPE, AZ
200 - 500
2007
ALAN ALTHOUSE
$50M - $200M
Banking
The job skills required for Contact Center Agent I include Products and Services, Microsoft Office, Written Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Contact Center Agent I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Contact Center Agent I. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Contact Center Agent I positions, which can be used as a reference in future career path planning. As a Contact Center Agent I, it can be promoted into senior positions as a Contact Center Representative II - Inbound that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Contact Center Agent I. You can explore the career advancement for a Contact Center Agent I below and select your interested title to get hiring information.
If you are interested in becoming a Contact Center Agent, 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 Contact Center Agent for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Contact Center Agent job description and responsibilities
Contact center agents may handle anything from simple account questions and bill payments, to pre-sales questions, account closures, and complaints.
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Take care of customer's concerns and empathize with what the customer could be experiencing.
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Answers routine call inquiries regarding the company product and service information by following standard scripts and procedures. Researches and resolves complaints to ensure customer retention and satisfaction.
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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 Contact Center Agent jobs
Contact center agents who can remain positive with a frustrated customer can help add to a positive experience by making the client feel validated and heard rather than rushed and unimportant.
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To be an outstanding contact centers agent, move away from word-for-word scripts and adapt to a more flexible model.
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Agents should enjoy teamwork and demonstrate qualities like assertiveness and sociability.
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Agents have to be flexible and act fast, as sometimes they might encounter unexpected roadblocks.
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Consistently attend to trainings, listen carefully to quality and coaching.
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