Contact Center Advisor / PTP - Downtown Reading, PA+

Visions Federal Credit Union; Reading (Berks County); On-site; USD 60,000 - 80,000; Part time

Job summary

Ein innovatives Unternehmen sucht einen engagierten Contact Center Advisor, der die Mitglieder bei ihren finanziellen Bedürfnissen unterstützt. In dieser spannenden Rolle haben Sie die Möglichkeit, das Leben der Menschen zu verändern, indem Sie exzellenten Kundenservice bieten und Mitglieder über Produkte und Dienstleistungen aufklären. Sie werden Teil eines Teams, das sich für Vielfalt, Gleichheit und Inklusion einsetzt, während Sie gleichzeitig von großzügigen Vorteilen wie flexibler Freizeit und Weiterbildungsmöglichkeiten profitieren. Wenn Sie eine Leidenschaft für Kundenservice haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Pensionsplan

401k Plan

Flexible Freizeit

Gesundheitsleistungen

Tuition reimbursement

Student loan repayment

Mitarbeiteranerkennungsprogramm

Bildungsanreize

Über zehn bezahlte Feiertage

Qualifications

• 1-3 Jahre Erfahrung im Kundenservice, bevorzugt im Finanzdienstleistungsbereich.
• Kenntnisse über Produkte und Dienstleistungen von Kreditgenossenschaften.

Responsibilities

• Sicherstellung der Einhaltung von Mitgliedsidentifikationsanforderungen.
• Bearbeitung von eingehenden Anfragen und Beschwerden von Mitgliedern.
• Durchführung von bedarfsorientiertem Cross-Selling während der Mitgliederinteraktionen.

Skills

Kundenservice

Kommunikationsfähigkeiten

Microsoft Office Suite

Regulatorische Compliance

Verkaufskompetenz

Education

Associate Degree

Bachelor's Degree

Tools

Standardbürogeräte

Job description

Description

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan, and 401k matching contributions


• Excellent health benefits


• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)


• More than ten paid holidays per year


• Wellness program


• Tuition reimbursement


• Student loan repayment


• Employee recognition program


• Educational incentives
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Contact Center Advisor / PTP- Downtown Reading, PA

Position Type: PART-TIME PLUS (30 hours/week, full-time benefits). Typical shifts include Monday through Friday 8:00AM to 6:15PM with rotating Saturday shifts 8:15AM - 12:30PM.

Compensation Range: $23.00/Hr. - $30.00/Hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Downtown Reading, PA.

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position.
If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities/Duties:

• Ensure adherence to member identification requirements outlined in credit union and department policy and procedure, safeguarding member information.


• Comply with all regulatory compliance acts including Fair Credit Reporting Act, Equal Credit Opportunity Act, and Truth-In-Lending/RESPA, including mortgage disclosures.


• Ensure review and completion of all regulatory compliance courses through all learning platforms (BAI).


• Maintain quality of work by reviewing account, loan, and mortgage documents for accuracy and completeness, timeliness of completion for all account, loan, and mortgage products.


• Efficiently complete all member and staff requests within Contact Center delivery Open, close, and maintain applicable maintenance on all depository and loan accounts.


• Adhere to established Contact Center performance indicators including, but not limited to, schedule adherence, inbound wait times, and quality monitoring evaluations.


• Promptly and professionally service in-bound member phone interactions, following established Contact Center interaction standards, from internal and external membership regarding accounts, transactions, product information and service options.


• Demonstrates a willingness and initiative in the timely and complete resolution of member complaints, problems, questions, and errors by taking ownership for the member concern, directly answering standard/technical questions, and escalating to management when needed.


• Provide elevated service to all members that meet or exceed established member service goals, as measured by member satisfaction surveys.


• Educate members on consumer loan products, interview member applicants, and review and submit consumer loan applications, through all Contact Center delivery.


• Conduct effective needs-based cross-selling during member interactions, making applicable product and service recommendations in support of department and individual goal attainment.


• Meet all KPIs set by Sr. Leadership related to loan, credit card, and membership growth, ancillary loan products, and referral opportunities in support of organizational growth.


• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.


• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.


• Perform other duties needed to help fulfill our mission, drive our strategy, and support
  our organization's values.

Minimum Qualifications & Experience:

• An associate degree with 1-3 years of experience. 3-5 years of relevant experience will be considered in lieu of a degree.


• Extensive knowledge of Credit union products, services, systems, and procedures preferred.


• Must be able to obtain and maintain NMLS licensing to comply with the Secure & Fair Enforcement Licensing Act.


• Proficient in the Microsoft Office Suite programs.


• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.


• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Bachelor's degree preferred.


• Minimum of one year contact/call center experience.


• Minimum of four years customer service, retail, banking, or financial services industry experience.

We're more than banking. You can be, too. #ClaimYourSeat

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.