Call Center Representative

CommonWealth Central Credit Union; San Jose (CA); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

13 paid holidays

17 days PTO (first year)

Up to 2% loan discounts

401(k) match

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, CA, is seeking a Call Center Representative to provide compassionate guidance to members and support a range of banking services from account openings to loan payments. The role emphasizes strong listening and communication skills and delivering accurate, friendly assistance.

Applicants should have six months to two years of related experience and may benefit from prior credit union or banking exposure.

Qualifications

• Six months to two years of similar or related experience.
• Exceptional customer service skills and excellent listening and telephone abilities.
• Outstanding verbal communication and professional demeanor required.
• Experience in a credit union or bank is 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.
• Assist with all transactions including account openings, loan payments, cash advances, and payments by phone with courteous, accurate service.
• Provide technical support for online services (online banking, bill payment) and review fraud alerts.

Skills

Customer service

Verbal communication

Telephone handling

Active listening

Professional appearance

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
• 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