Contact Center Representative

Flcu; Gainesville (FL); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Extensive Training

Competitive Benefits

Career Growth

Job summary

Florida Credit Union seeks a motivated professional to process loans, open new accounts, and handle member inquiries across multiple channels. You will counsel members on financial needs, cross-sell FCU services, and ensure compliance with policies and regulations.

Key responsibilities include loan interviews, establishing loans per FCU procedures, and providing basic financial counseling to members while maintaining accurate records and service quality.

Qualifications

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.

Responsibilities

• Conduct loan interviews and gather previous credit history and other pertinent data.
• Establish loans considering assets, liabilities, credit experience, and references per FCU procedures.
• Discuss loan alternatives, criteria, rates, and documentation to elicit a positive response.
• Cross-sell credit union services and provide information and counseling as needed.
• Assist in account maintenance activities.
• Provide basic financial counseling when needed or requested by members.

Skills

1-3 years related experience

Education

High School Diploma or GED

Job description

This position involves processing various financial transactions including new accounts, loans, and member inquiries across multiple communication channels while adhering to Credit Union policies. Responsibilities include counseling members on financial needs, establishing loans based on FCU procedures, cross-selling credit union services, assisting in account maintenance, and ensuring compliance with relevant regulations like OFAC and the Bank Secrecy Act.

Your Key Responsibilities:

• Conducting loan interviews and obtaining previous credit history of member, as well as other pertinent data that could be used later.
• Establishes loans considering such factors as member’s assets, liabilities, credit experience, and references based on FCU loan procedures.
• Discussing loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit a positive response from the member.
• Cross-selling credit union services; providing information regarding services and some counseling as necessary.
• Assisting in account maintenance activities.
• Providing basic financial counseling when needed or requested by members.

What We're Looking For:

• A high school diploma or GED combined with 1-3 years of related experience, or an equivalent mix of education and hands-on experience.

At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you’re not just starting a new job; you’re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.

Why You'll Love Working with Us

• Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
• Extensive Training: Receive comprehensive training to ensure you’re set up for success from day one.
• Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.
• Career Growth: Explore numerous opportunities for professional development and advancement within our organization.