3 Jobs in SANTA MARIA, CA
CoastHills Credit Union is Hiring a Call Center Lead Near Santa Maria, CA
Essential FunctionsReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
- Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added CHCU products and services.
- Positively demonstrate leadership and teamwork by proactively assisting colleagues when needed as well as actively participating and contributing during meetings.
- Assists MSCS in solving complex member issues by telephone, fax, and mail.
- Performs all Call Center Associate and Representative essential duties.
- Assists management team with overrides, handles escalated calls, and monitors call volume.
- Assists eBranch team with Fraud accounts, review completed UAR’s and assists members during process. Tracks and monitors suspected fraud and escalates to appropriate credit union department and shares suspected fraud findings to team during department meetings.
- Assist management team by preparing employee’s weekly, lunch and break schedules.
- Assist management team with monthly call evaluations.
- Opens and closes new membership accounts, IRA’s, Trusts, Special Accounts, and Estate accounts.
- Performs advanced duties related to death claims, including requesting necessary documents and reviewing documents for accuracy.
- Assists members with online banking and resolves escalated issues referred by department employees and management.
- Process all foreign currency requests received from branches and members with CXI access.
- Processes all wire requests received via phone, email, or fax.
- Monitors and assigns LSI Tickets in the LSI Service Link site.
- Monitors and responds to Live CHAT with members, ensuring timely response and that accurate information is provided.
- Monitors MSCS emails; processes all requests received after verification is completed.
- Manages Call Center email groups, including Member Service, INFO and ECM.
- Manages Secure Support messaging, ensuring timely response and that accurate information is provided.
- Accesses Web Bill Pay to assist members with inquires, open cases, placement of stop payments, and to add and remove accounts.
- Performs complex problem resolution, research, and account adjustments.
- Resolves errors and escalated member concerns in a timely manner.
- Performs all account file maintenance.
- Ensures that daily department duties are completed, including department set up and end of day balancing.
- Trains new employees in department operations as requested by management team.
- Promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
- Remains current on knowledge of Credit Union policies, procedures, and services.
- Performs duties as assigned by management.
- Communication
- Member Service Orientation
- Quality/Quantity
- Job Knowledge
- Judgment
- Self-Management
Two or more years of customer service experience in a retail or banking environment.
One or more years of experience in financial services and/or call center environment.
Certificates, Licenses and Registrations
None.
Skills And AbilitiesAbility to travel, attend, and participate in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging.
Affirmative Action/Eeo StatementCoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Job Summary
Full Time
Banking
$44k-55k (estimate)
06/01/2024
06/22/2024
coasthills.coop
NIPOMO, CA
100 - 200
1958
JAMES THOMAS
$50M - $200M
Banking
Related Companies
About CoastHills Credit Union
CoastHills is a community-based credit union serving the California Central Coast, from Ventura County through Santa Cruz County. With more than 66,000 members and assets exceeding $1 billion, were proud to say were one of the largest independently-owned financial institutions on the Central Coast. Were people serving people. Neighbors serving neighbors. We see every day as an opportunity to make a difference in our neighbors lives. Whether its providing a family with an affordable loan for one of lifes big purchases, helping a business owner grow to the next level, offering consumers an easy ...
way to stay connected to their finances, or delivering the advice and products needed to build your own personal wealth, we have a genuine desire to see these goals realized. Because of this, we strive to make banking easy and accessible. And when it comes time to helping out in the communities we serve, youll see us in schools and neighborhoods, sleeves rolled up, getting things done. We believe that performing our job with professionalism, accountability, conviction and determination will help people reach their full potential. Lending our time, effort, and financial support to the Central Coast is what we do. And we love it.
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The job skills required for Call Center Lead include Customer Service, Call Center, Leadership, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Call Center Lead. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Call Center Lead. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Call Center Lead positions, which can be used as a reference in future career path planning. As a Call Center Lead, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Call Center Lead. You can explore the career advancement for a Call Center Lead below and select your interested title to get hiring information.
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