Banking Call Center Pro | Customer Success & Cross-Sell

Point Breeze Credit Union; Cockeysville (MD); On-site; USD 25,000 - 38,000; Full time

Job summary

Point Breeze Credit Union is seeking a Call Center Specialist in Hunt Valley, MD. The role requires handling inquiries by phone, processing transactions, and cross-selling credit union products. Start time varies between 7:45am-8:45am, with a full-time schedule.

The ideal candidate has a high school diploma, 1-3 years of call center experience, and strong communication skills. Bilingual abilities are preferred, and knowledge of credit union policies and loan basics is helpful.

Qualifications

• High school graduate or equivalent.
• One to three years of similar or related experience.
• Bilingual preferred
• General knowledge of credit union policies and procedures.
• Basic understanding of loans, payment processes, and interest rates.
• Excellent communication and public relations skills.
• Ability to work well under pressure.
• Positive attitude, enthusiastic, and communicates effectively.
• PC Proficient.

Responsibilities

• Give prompt, efficient and accurate information in the processing of all transactions and inquiries by phone.
• Answer member inquiries by using the proper telephone techniques that are set by the department manager.
• Actively promote all products and services the credit union currently offers by using cross-selling techniques.
• Perform as a team player and solicit input to improve departmental flow.
• Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained and as appropriate for the position.
• Perform other duties as assigned by the Assistant Call Center Manager and Call Center Manager.

Skills

Customer service

Communication

Bilingual

Public relations

Pressure handling

Enthusiastic attitude

PC proficiency

Education

High School Diploma

Job description

Point Breeze Credit Union is seeking a Call Center Specialist in Hunt Valley, MD. The role requires handling inquiries by phone, processing transactions, and cross-selling credit union products. Start time varies between 7:45am-8:45am, with a full-time schedule.

The ideal candidate has a high school diploma, 1-3 years of call center experience, and strong communication skills. Bilingual abilities are preferred, and knowledge of credit union policies and loan basics is helpful.