Call Center Representative I

CENTRAL STATE CREDIT UNION; Stockton (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

CENTRAL STATE CREDIT UNION is seeking a Call Center Representative I in Stockton, CA. The role concentrates on responding to member requests received by phone, mail, and email, while processing routine teller tasks and ensuring accurate transaction records.

Ideal candidates have a High School Diploma and 3–6 months of call center experience or equivalent. The position requires strong communication, interpersonal skills, and the ability to work under pressure in a fast-paced environment.

Qualifications

• Strong verbal and written communication skills are required.
• Experience in customer service and handling member inquiries.
• Familiarity with basic teller tasks and transactions is a plus.
• Knowledge of credit union operations helps perform duties accurately.

Responsibilities

• Answer member inquiries via phone, mail, and email.
• Process basic teller transactions: deposits, loan payments, withdrawals.
• Handle loan product applications as needed.
• Maintain accurate records of all transactions.
• Follow BSA, AML, CIP, and other regulatory requirements.
• Stay up-to-date on policies, products, and services.
• Perform other duties as assigned.

Skills

Verbal communication

Written communication

Customer service

Interpersonal skills

Attention to detail

Time management

Stress management

Credit union operations

Education

High School Diploma

Call center experience (3–6 months)

Job description

Description

Position Title: Call Center Representative I

Department: Operations

Reports to: E-Branch Manager

FLSA Classification: Non-exempt

Compensation: $22.00 - $27.38 per hour

Job Summary

The Call Center Representative I's primary responsibility is to respond to member requests received over the phone and through correspondence received in the mail and email.

Duties/Responsibilities

• Performs assigned teller tasks associated with the processing of member transactions such as posting deposits, loan payments and check withdrawals.
• Responsible for following proper identification procedures, performs a variety of account transaction requests received by phone including, but not limited to, deposits, loan payments and transfers.
• Research and resolve member questions, problems and concerns by telephone, written correspondence or in person.
• May be responsible for receiving and taking applications for loan products.
• Responsible for maintaining accurate and legible record of all transactions.
• Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA, and other federal/state compliance regulations.
• Maintains up-to-date knowledge of credit union policies, procedures, products and services.
• Performs other related duties as assigned.

Requirements

Required Skills/Abilities

• Knowledgeable in all aspects of the Credit Union operations.
• Strong verbal and written communication skills.
• Strong interpersonal and customer service skills.
• Strong organizational skills and attention to detail.
• Strong time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and at times stressful environment.

Education and Experience

• High School Diploma.
• Minimum three to six months prior call center environment experience or equivalent preferred.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling, and pushing.
• May be required to work in an environment with high noise levels and unpredictable temperature and ventilation.