Call Center Representative

Remote Jobs; Roy (UT); On-site; USD 22,000 - 25,000; Full time

Job summary

Remote Jobs seeks a Call Center Agent to handle member inquiries, provide product information, and cross-sell Credit Union services. The role emphasizes professional communication, accuracy, and friendly service within a fast-paced environment.

Primary duties include assisting members with accounts, payments, and loan options, while maintaining quality ratings and compliance. Training occurs in Roy, Utah, with a future option for remote work after program completion.

Qualifications

• High school diploma or equivalent is required.
• 1–3 years of experience in a full-service financial institution preferred.
• Thorough knowledge of member services and products.
• Understanding of Teller processes and bookkeeping.

Responsibilities

• Handle member questions and concerns professionally by phone.
• Provide information on accounts, loans, rates, and services to members.
• Cross-sell Credit Union products and maintain good member relations.
• Coordinate with area personnel and management and complete required records.

Skills

Communication

Public relations

Problem solving

Math

Bookkeeping

Education

High school diploma

Tools

10-key

Telephone

Computer

Job description

Schedule

Mon - Sat

Overview

Pay Rate: $16.00 to $18.00 per hour

Full-Time Options

Manditory In-person Training (30-90 days in Roy, Utah)

Hours of Operation

Mon-Fri: 8:00am-7:00pm

Sat: 8:00am-6:00pm

Must be able to to work:

• 2 closing shifts a week (possibly until after 7:00 depending on call volume)
• 1 Saturday per 2 week period
• One additional late night a month (on Friday)

Remote Work

Remote options are currently only available for those who can complete the 90 day in-person training and then reside in one of the following states: Utah, Idaho, Nevada, New Mexico, or Arizona.

This position does offer a work at home option AFTER the completion of a 90 day in-person training. The in-person training takes place at our service center in Roy, Utah.

Overview

This position requires excellent public relation and communication skills, a high level of professionalism, and a full understanding of America First products and services. Employees must maintain member satisfaction ratings through our net promoter scores, and display integrity based on criteria established by both department and credit union management. Employees are expected to meet and exceed sales goal expectations by evaluating each member interaction for sales and educational opportunities. This position requires adaptability as employees are required to keep up to date on compliance policies to ensure all transactions are completed within regulatory guidelines.

Responsibilities

1. Assumes responsibility for the effective and professional performance of member service functions.
a. Receives member telephone questions and concerns in a professional manner. Researches and resolves concerns promptly and professionally.
b. Provides information to members on accounts, payments, interest rates, blue book estimates, loan options, savings investment programs, mortgage payments, stop payments, and credit bureau ratings, etc.
c. Provides courtesy rebates requested by Branches or members, within limits.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Receives member calls, questions, and complaints. Resolves member requests and questions promptly and courteously.
b. Keeps members informed of Credit Union services and policies.
c. Maintains and projects the Credit Union's quality reputation.
3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and Management.
a. Assists area personnel as needed.
b. Communicates with area personnel and Management regarding activities and significant problems.
c. Completes required stats and records accurately and promptly.
d. Attends and participates in meetings as required.
4. Assumes responsibility for related duties as required or assigned.
a. Actively and professionally cross-sells Credit Union products and services.
b. Keeps work area clean and well-maintained.
c. Assists area personnel as necessary.
#IND21
Call Center Agent
Call Center Representative
Member Service Representative
Member Service Agent
Phone Worker
Customer Service Agent
Customer Service Representative
Customer Support
Contact Center Agent
Contact Center Representative
Client Service Representative
Customer Support Specalist
Inbound Customer Service Agent
Banking Service Representative
Member Contact Representatilve
Financial Services Representative
Account Service Representative

Qualifications

Training/Education/Certification:

• High school graduate or equivalent.

Required Knowledge

• Thorough knowledge of member services and products.
• Understanding of Credit Union Teller processes, bookkeeping procedures, and computer system applications.

Experience Required

• 1-3 years experience in a full service financial institution (preferred).

Skills/Abilities

• Excellent communication and public relations skills.
• Professional appearance, dress, and attitude.
• Strong problem solving skills.
• Ability to operate related business equipment including 10-key, telephone, and computer.
• Solid math and bookkeeping abilities.