Call Center Representative

Jobtailor; Moon Township (Allegheny County); On-site; USD 30,000 - 42,000; Full time

Job summary

Clearview is hiring a courteous full-time Call Center Representative in Moon Township, PA to provide member service, answer calls, and share information on accounts and loans. You will build relationships and suggest suitable financial products, while meeting call volume goals.

Requirements include a high school diploma or equivalent, at least six months of related experience, strong communication, and the ability to multitask in a fast-paced setting.

Qualifications

• High School diploma or equivalent.
• Minimum of six months of similar or related experience.
• Strong member service skills.
• Outstanding telephone communication and interpersonal abilities.
• Solid understanding of financial products and services.
• Skilled in building and enhancing relationships through sales and service.
• Proficient in computer applications.
• Strong analytical capabilities.
• Versatile and able to manage multiple tasks.
• Maintains accuracy in a fast-paced setting.
• Detail-oriented.
• Flexible with working hours.
• Reliable with a strong attendance record.

Responsibilities

• Provide courteous, prompt, and excellent member service.
• Answer all incoming calls, providing general account and loan information in a pleasant and professional manner.
• Practice Call Center Standards for all incoming calls.
• Build relationships by suggesting appropriate products and services to fit members’ needs.
• Answer member telephone inquiries and provide appropriate suggestions to financial needs.
• Meet average call volume goal and KPIs.
• Communicate with our members through Chat on a rotating schedule.
• Provide accurate and appropriate account information encompassing all share products.
• Process requested account transactions and assist members with account problems.
• Provide general loan information on member accounts.
• Open a variety of sub-share accounts.
• Build relationships by educating members on Clearview products and services.
• Work a variety of shifts based on operational needs.
• Attend required Clearview training and meetings.
• Remain current on promotional and marketing mailings.
• Handle other duties as assigned.
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued

Skills

Member service

Telephone communication

Sales and service

Analytical skills

Multi-tasking

Detail-oriented

Reliability

Education

High School diploma

Tools

Computer applications

Job description

Responsibilities

• Provide courteous, prompt, and excellent member service
• Answer all incoming calls, providing general account and loan information in a pleasant and professional manner
• Practice Call Center Standards for all incoming calls
• Build relationships by suggesting appropriate products and services to fit members’ needs
• Answer member telephone inquiries and provide appropriate suggestions to financial needs
• Meet average call volume goal and KPIs
• Communicate with our members through Chat on a rotating schedule
• Provide accurate and appropriate account information encompassing all share products
• Process requested account transactions and assist members with account problems
• Provide general loan information on member accounts
• Open a variety of sub-share accounts
• Build relationships by educating members on Clearview products and services
• Work a variety of shifts based on operational needs
• Attend required Clearview training and meetings
• Remain current on promotional and marketing mailings
• Handle other duties as assigned
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued

Requirements

• High School diploma or equivalent required
• Minimum of six months of similar or related experience required
• Strong member service skills
• Outstanding telephone communication and interpersonal abilities
• Solid understanding of financial products and services
• Skilled in building and enhancing relationships through sales and service
• Proficient in computer applications
• Strong analytical capabilities
• Versatile and able to manage multiple tasks
• Maintains accuracy in a fast-paced setting
• Detail-oriented
• Flexible with working hours
• Reliable with a strong attendance record

Certifications & Qualifications

• High School diploma or equivalent