Call Center Representative

America First Credit Union; United States; Remote; USD 22,000 - 25,000; Full time

Job summary

America First Credit Union in Utah is seeking a friendly Call Center Agent to handle member inquiries, provide information on accounts and services, and support sales goals. The role requires strong communication and professionalism, with in-person training at Roy.

The position offers a 90-day mandatory in-person training period, then potential remote work options for qualified candidates who reside in UT, ID, NV, NM, or AZ.

Qualifications

• Excellent communication and public relations skills.
• Thorough knowledge of member services and products.
• Experience in a full-service financial institution preferred.
• Ability to operate 10-key, telephone, and computer.

Responsibilities

• Handle member questions and concerns professionally by phone.
• Provide information on accounts, loans, payments, and services.
• Cross-sell Credit Union products in a professional manner.
• Maintain accurate records and meet sales goals.
• Collaborate with area staff and management as required.

Skills

Excellent communication

Public relations

Problem solving

Math & bookkeeping

Education

High school graduate or equivalent

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-7:00pmSat: 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.
   • Receives member telephone questions and concerns in a professional manner. Researches and resolves concerns promptly and professionally.
   • 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.
   • Provides courtesy rebates requested by Branches or members, within limits.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
   • Receives member calls, questions, and complaints. Resolves member requests and questions promptly and courteously.
   • Keeps members informed of Credit Union services and policies.
   • 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.
   • Assists area personnel as needed.
   • Communicates with area personnel and Management regarding activities and significant problems.
   • Completes required stats and records accurately and promptly.
   • Attends and participates in meetings as required.
4. Assumes responsibility for related duties as required or assigned.
   • Actively and professionally cross-sells Credit Union products and services.
   • Keeps work area clean and well-maintained.
   • 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 RepresentativeCustomer 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.