Call Center Representative

CommonWealth Central Credit Union; California; On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

13 paid holidays

17 days PTO (first year)

Loan discounts up to 2%

401(k) match

Medical, dental, vision insurance

Long-term disability insurance

Life insurance

Voluntary insurance

Employee assistance program

Financial Wellness resources

Tuition reimbursement

Job summary

CommonWealth Central Credit Union in San Jose is seeking a Call Center Representative to support members with telephone requests, explain products and services, and resolve issues within authority. You will provide compassionate guidance to enhance members' financial well-being and handle transactions with accuracy and courtesy.

The role requires 6 months to 2 years of related experience, exceptional customer service, strong listening and telephone skills, and excellent verbal communication.

Qualifications

• Six months to two years of related experience.
• Exceptional customer service skills and excellent listening and telephone skills.
• Outstanding verbal communication skills.
• Professional appearance and demeanor required.
• Prior credit union or bank experience strongly preferred.

Responsibilities

• Provide compassionate guidance to help members improve their financial well-being.
• Assist members with telephone requests; answer questions about products and services; resolve issues within authority or refer to supervisor with recommendations.
• Assist with all transactions, including opening accounts, loan payments, cash advances, and payments by phone, delivering timely, courteous service.
• Provide technical support for online services (e.g., online banking, bill pay).
• Research and resolve plastic card problems; review transactions and fraud alerts.

Skills

Customer service

Active listening

Telephone skills

Verbal communication

Job description

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health — one member at a time. In addition to a competitive base salary, our compensation package includes:

• 13 paid holidays
• 17 days of Paid Time Off (PTO) during first year of employment
• Up to 2% discounts on loans–including first mortgages*
• 401(k) Plan with Company Match
• Medical, dental, vision insurance
• Long-term disability insurance
• Life insurance
• Voluntary insurance
• Employee assistance program
• Financial Wellness benefits and resources
• Tuition reimbursement and more

We are currently accepting applications for a full-time Call Center Representative at our San Jose Corporate Office.
As a Call Center Representative, your major responsibilities will include:

• Provide compassionate guidance to help our members enhance their financial well-being.
• Assist members and potential members with their telephone requests; answer questions about products and services; resolve problems that are within authority to resolve such as review deposits made through remote delivery channels for release of funds; refer problems that are beyond authority to supervisor, along with recommendations.
• Assist members with all transactions, including opening accounts, loan payments, cash advances, and payments by phone in a timely manner while providing compassionate, courteous and accurate service.
• Provide technical support for all inquiries associated with current and future online services (i.e online banking, bill payment).
• Research and resolve plastic card problems. Review transactions and fraud alerts.

Our ideal candidate will have at least six months to two years of similar or related experience. Exceptional customer service skills are required, as well as excellent listening and telephone skills. Outstanding verbal communication skills required. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred.
Pay Range: $24.25/hour – $30.25/hour; based on skills and experience.

CommonWealth is an Equal Opportunity Employer