Call Center Representative

Trax Credit Union; Tampa (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trax Credit Union in Tampa, FL is seeking a Call Center Representative to provide information and member support about our products and services. You will handle inquiries via phone and correspondence, cross-sell eligible products, and help members with account questions while maintaining confidentiality and regulatory compliance.

The ideal candidate has 1 year of experience in a financial institution, 6+ months in a call center, and strong communication, time management, and problem-solving

Qualifications

• High school diploma or equivalent.
• +/- 1-year experience in a financial institution.
• 1-year experience selling both in person and over the phone.
• 6+ months experience in a Call Center work environment.

Responsibilities

• Provide service and information to membership in a pleasant, professional, and efficient manner via telephone or correspondence
• Positive attitude will show through to caller. (Speak with a smile in your voice)
• Research and solve routine member questions, problems and complaints concerning credit union accounts
• Serve as team resource with or without supervisor present
• Maintain a thorough knowledge of various credit union policies, interest rates and basic loan policies and be able to discuss with member
• Cross sell credit union products and services
• Assist members with PC access
• Strive to create long term financial relationships with members
• The position may also share receptionist duties
• Ensure that all credit union business is kept in strict confidence
• Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act
• Responsible for protecting the interests of the Credit Union at all times
• Perform other duties as assigned

Skills

Communication proficiency

Technical capacity

Dependability

Ethical conduct

Time management

Problem solving/analysis

Education

High school diploma or equivalent

Tools

Windows OS

Microsoft Office

Job description

Who We Are

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Description

Who We Are

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Call Center Representative

Position Summary: Provide information and member support concerning the credit union and its products and services to credit union members ensuring highest quality of member service. The position is responsible for recommending credit union products as appropriate to members.

Principle Accountabilities

• Provide service and information to membership in a pleasant, professional, and efficient manner via telephone or correspondence
• Positive attitude will show through to caller. (Speak with a smile in your voice)
• Research and solve routine member questions, problems and complaints concerning credit union accounts
• Serve as team resource with or without supervisor present
• Maintain a thorough knowledge of various credit union policies, interest rates and basic loan policies and be able to discuss with member
• Cross sell credit union products and services
• Assist members with PC access
• Strive to create long term financial relationships with members
• The position may also share receptionist duties
• Ensure that all credit union business is kept in strict confidence
• Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act
• Responsible for protecting the interests of the Credit Union at all times
• Perform other duties as assigned

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward.

If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community,

Requirements

Education and Experience

• High school diploma or equivalent
• +/- 1-year experience in a financial institution.
• 1-year experience selling both in person and over the phone.
• 6+ months experience in a Call Center work environment.

Competencies

• Technical capacity. Knowledge of Windows OS and Microsoft Office products.
• Communication proficiency
• Dependability
• Ethical conduct
• Time management
• Problem solving/analysis