Contact Center Specialist

Tech CU; San Jose (CA); On-site; USD 56,000 - 73,000; Full time

Benefits offered by this job

Health Coverage

401(k) with company match

Paid Holidays

Paid Time Off (PTO)

Job summary

Tech CU in San Jose, CA seeks a Contact Center Specialist to assist members by phone and email, explaining products, resolving inquiries, and cross-selling services. You will follow policies, maintain confidentiality, and direct requests to the appropriate department.

The role requires strong communication, time management, and availability to meet referral goals. Full-time position, typically 40 hours per week, with a Saturday rotation and occasional overtime.

Qualifications

• High School diploma or equivalent required.
• 2 years banking or call center experience preferred.
• Excellent verbal and written communication.
• Able to meet product referral goals and deadlines.

Responsibilities

• Handle telephone and email inquiries professionally.
• Provide quality customer service on every call.
• Explain Tech CU products clearly and accurately.
• Direct calls/requests to the correct department as needed.
• Identify cross-sell opportunities and promotional offers.
• Maintain 92% available time for calls.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Verbal communication

Written communication

Time management

Referral goals

Organization

Team oriented

PC proficiency

Service skills

Education

High School diploma or equivalent

Job description

Position Summary

The Contact Center Specialist is responsible for providing support and assistance to existing members, potential members and other parties who contact Technology Credit Union (Tech CU) by telephone and/or email, including other departments. When responding to incoming phone calls and emails, the Contact Center Specialist adheres to established Tech CU policies and procedures to effectively satisfy inquiries, resolve problems, fulfill services requests and cross-sell relevant products and services as presented by the client.

Responsibilities

Member Service Operations

• In a professional manner handles telephone/email inquiries, including:
• Provides quality customer service during each call.
• Handles calls in accordance with established department guidelines, while adhering to all Tech CU policies and procedures.
• Clearly and accurately explains the features, benefits and processes of Tech CU products and services, including membership/service related fees, which are relevant to needs of the caller.
• Provides clear and accurate information in a timely manner.
• Properly directs calls/requests to the appropriate employee/department for processing as needed.
• Identifies product referral and cross-sell opportunities in a variety of situations, including; fulfilling immediate member needs, promotional offers and marketing campaigns.
• Maintains a 92% available time for calls.
• Effectively explains Tech CU policies, procedures, and compliance regulations to the member.
• Processes authorized transactions/requests accurately and in a timely manner.
• Responds to requests for assistance from staff and other Tech CU departments.

Work Schedule

• Full-time; typicaly 40 hours/week
• M-F, 8 hour shift within the 7:45am-6:00pm window
• Plus rotating Saturdays 9:45am-2:15pm
• Occasional overtime

Workplace Essentials

• Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate, & Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local regulatory agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Qualifications

Education: High School diploma (or equivalent experience) is required

Experience: 2 years combined banking and/or call center experience preferred

Knowledge/Skills/Abilities:

• Excellent verbal and written communication skills
• Good time-management skills
• Achieves a regular Call/Email average of 90% or better
• Meets individual product referral goals as outlined by management
• Strong organization, team orientation, P.C. Internet, and service skills

Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.

Typical Working Conditions: Office environment with member interaction via phone.

Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.

Physical Requirements:

• Ability to sit 92% of the day.
• Mouse and use Keyboard, read computer screen for 90% of time during which one is seated.
• Listening/speaking to others for 92% of time during which one is seated.

EQUAL EMPLOYMENT OPPORTUNITY

Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Pay and Benefits

• Position Grade: 102
• Salary Range: minimum-$55,500, midpoint-$64,000, maximum-$72,500
• Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
• Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
• Bonus Potential: Target 5% of base salary based on company and individual performance

Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.

Tech CU offers a comprehensive benefits package, including:

• Health Coverage: Medical, dental, and vision plans
• Income Protection: Life and disability insurance
• Retirement: 401(k) plan with company match
• Paid Holidays: 12 days annually
• Paid Time Off (PTO):
• Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year)
• Increases with length of service
• Voluntary Time Off (VTO):
• 8 hours annually for full-time employees to support charitable organizations
• Additional Benefits:
• Flexible Spending Accounts
• Employee-paid voluntary benefits
• Leaves of absence in compliance with state and federal regulations