Call Center Consultant II

1st United Credit Union; Pleasanton (CA); Hybrid; USD 32,000 - 37,000; Full time

Job summary

1st United Credit Union is seeking a Call Center Consultant in Pleasanton, CA. The role handles member inquiries by phone, chat, or email, explains products, and guides customers to the right services while maintaining accurate records. The position requires confidentiality and professional communication.

Experience with customer service and strong listening skills are essential. A high school diploma is required, with willingness to work Saturdays.

Qualifications

• One year to three years of similar or related experience.
• A high school diploma, GED, or equivalent.
• Excellent listening and telephone skills.
• A higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Be punctual to the assigned work schedules including break schedules.
• Must be available to work Saturdays.

Responsibilities

• Assists members and potential members with their inquiries received by phone, chat or e-mail.
• Answers questions regarding products and services and resolves problems.
• Identifies and presents to members suitable products to enhance the membership experience and member’s financial well‑being.
• Ensures the appropriate records are maintained in the credit union’s systems and prepare reports as needed.
• Support departments outside of the department as needed.

Skills

Active listening

Telephone skills

Confidentiality & tact

Punctuality

Saturday availability

Education

High school diploma or equivalent

Job description

Let's get you a career.

We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Call Center Consultants assist members and potential members with their requests in a Contact Center environment. They accurately describe available member services, respond to problems, and direct contacts to the appropriate areas of the Credit Union when required while accurately recording information in computer systems that record member activity.

Primary Responsibilities:

• Assists members and potential members with their inquiries received by phone, chat or e-mail
• Answers questions regarding products and services and resolves problems
• Identifies and presents to members suitable products to enhance the membership experience and member’s financial well‑being
• Ensures the appropriate records are maintained in the credit union’s systems and prepare reports as needed
• Support departments outside of the department as needed

What You'll Bring:

• One year to three years of similar or related experience
• A high school diploma, GED, or equivalent
• Excellent listening and telephone skills
• A higher degree of confidentiality and discretion, requiring diplomacy and tact in communication
• Be punctual to the assigned work schedules including break schedules
• Must be available to work Saturdays

1st United Credit Union is an Equal Opportunity Employer

Hourly wages range from $23.00 to $27.00 per hour depending on experience. Wages listed are for grade 7. Hybrid schedule begins after training has been completed and ability to work independently.