Customer Service Representative

Oklahoma Central Credit Union; Tulsa (OK); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Competitive pay

Work-life balance

401(k) retirement plan

Best-in-class healthcare coverage

Generous PTO and federal holidays

Volunteer time off (up to 40 hours)

Job summary

Oklahoma Central Credit Union in Tulsa is seeking a Customer Service Representative to provide exceptional phone service to members and potential members. You will assist with account information, transactions, product inquiries, and cross-sell relevant credit union products.

The role includes helping members with account openings/closings, research, and educating them on electronic services. You will protect member assets, follow security guidelines, and ensure service standards are met while

Qualifications

• High school diploma, GED or higher required.
• Previous customer service experience required.
• Proficient computer skills required.

Responsibilities

• Provide outstanding phone service to members and potential members.
• Assist members with account information, transactions and product inquiries; identify and act on cross-service opportunities.
• Assist with opening/closing accounts, research and resolve issues, and educate members on products and services.
• Educate members on electronic services and digital banking (home banking, e-statements, bill pay, mobile banking).
• Protect member assets and account information; adhere to security guidelines and bank regulations.

Skills

Customer service

Call center experience

Active listening

Researching accounts

Education

High school diploma or GED

Tools

Computer skills

Job description

Description

The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities.

Your role:

As a Customer Service Representative, you will provide outstanding phone service to all members and potential members. You will assist members with account information, perform account transactions, discuss product inquiries and recognize, cross-service and act upon sales opportunities, by suggesting appropriate credit union products.

In this role you will:

• Provide accurate, courteous, friendly, timely and professional phone service to all members and potential members.
• Assist members with general service requests such as, but not limited to, opening and closing accounts, financial transactions, problem solving, plastic card requests, address changes, CDs and check ordering. Educate the members on products and services the credit union offers.
• Follow up to service requests, forms completion, return phone calls, mailing/emailing requested documentation and research required to resolve issues. Identifying transactions, verifying funds, account availability and research requests.
• Assist and instruct members on the use of our electronic services such as home banking, Anywhere Audio, e-statements, bill pay, mobile banking and web site usage.
• Provide remote Interactive Teller Machine (ITM) coverage as needed, delivering exceptional member service through video-assisted transactions while maintaining a professional, camera-ready appearance.
• Protect member assets and account information.
• Deliver service to both internal and external members that are aligned with the Credit Union's Service Standards and meet all established service goals.
• Commitment to Credit Unions’ needs and maintain confidentiality at all times.
• Understand and comply with all aspects of the Bank Secrecy Act and Anti-Money Laundering regulations as they relate to their position.
• Comply with all security guidelines related to physical and information security.

What you can expect when you join Oklahoma Central Credit Union:

• Competitive pay - Cha-ching!
• Work-life balance - Your family, hobbies, and life outside of work are important to us
• 401 (k) retirement plan - You contribute to our future, so we contribute to yours
• Best-in-class healthcare coverage - Helping you stay healthy
• Generous PTO and federal holidays - We prioritize what matters
• Community Service: We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off

Requirements

What we're looking for:

• A high school diploma, GED or higher
• Previous customer service experience
• Proficient computer skills

Even better if you have:

• One or more years of similar or related experience in a call center setting
• Previous financial institution experience
• Courtesy, tact, and diplomacy
• Experience efficiently researching accounts and reaching a resolution
• Active listening skills

Oklahoma Central Credit Union is proud to be an equal opportunity employer and a drug-free workplace!