Call Center Agent (Onsite)

Frontwave Credit Union; Oceanside (CA); On-site; USD 46,000 - 68,000; Full time

Benefits offered by this job

401k matching

Mortgage and auto discounts

PTO and holidays

Job summary

Frontwave Credit Union in Oceanside, CA is seeking a Member Solution Call Center Agent to promote financial products, assist members with accounts and loan inquiries by telephone, and provide outstanding service.

The role requires 1–2 years of call center or financial institution experience, and a High School Diploma or GED. Competitive pay and benefits accompany this position, with opportunities for growth and professional development.

Qualifications

• High School Diploma or GED.
• 1-2 years experience in a Call Center environment and/or financial institution experience.

Responsibilities

• Process basic member requests received via incoming calls.
• Provide information about credit union products, services, accounts and rate information, balance inquiries, loan questions etc.
• Perform account research, processes account transfers, accepts wire transfer and Western Union requests and forwards to appropriate personnel for processing.
• Processes check orders, performs account file maintenance.
• Cross-sells credit union products and services; identifies opportunities to increase household penetration.

Skills

Call center experience

Financial products

Customer service

Education

High School Diploma or GED

Job description

Overview

As a Member Solution Call Center Agent, you will be responsible for promoting and providing a full range of financial products and services, advising and assisting members with accounts, loans inquiries via telephone. If you enjoy helping people and have experience working in a call center environment, this job may be for you!

Overview

As a Member Solution Call Center Agent, you will be responsible for promoting and providing a full range of financial products and services, advising and assisting members with accounts, loans inquiries via telephone. If you enjoy helping people and have experience working in a call center environment, this job may be for you!

About Frontwave Credit Union

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

What’s In It For You:

• Competitive pay, 401k matching, mortgage and auto discounts.
• 9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays.
• Affordable medical, dental, vision health plans, and Flexible Spending Account.
• Employee Assistance Program with a variety of services.
• Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.
• Culture of excellence and continuous improvement.
• We strive to be the best place you’ve ever worked!

Responsibilities

Essential Duties and Responsibilities

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations, and Credit Union policies and procedures.

• Process basic member requests received via incoming calls.
• Provide information about credit union products, services, accounts and rate information, balance inquiries, loan questions etc.
• Perform account research, processes account transfers, accepts wire transfer and Western Union requests and forwards to appropriate personnel for processing.
• Processes check orders, performs account file maintenance.
• Cross-sells credit union products and services. Identifies and actively seeks opportunities to increase household penetration of credit union products and services.

Qualifications

Education and/or Experience

High School Diploma or general education degree (GED).

One -two years experience in a Call Center environment and/or financial institution experience.

Salary Range: $21.94 - $32.91

Service Excellence Standards

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators - united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.