Member Care Advocate – Financial Wellness Support

Commonwealthcu; San Jose (CA); On-site; USD 33,000 - 42,000; Full time

Benefits offered by this job

13 paid holidays

17 days PTO first year

Discounts on loans (up to 2%)

401(k) with company match

Long-term disability insurance

Life insurance

Voluntary insurance

Employee assistance program

Financial wellness resources

Tuition reimbursement

Job summary

CommonWealth Central Credit Union in San Jose, CA is seeking a Call Center Representative to provide compassionate service and support to members seeking financial solutions. You will handle telephone requests, answer questions about products and services, and aim to resolve issues promptly and accurately.

The role emphasizes excellent communication, patience, and a professional demeanor, with opportunities to grow within a values-driven workplace and financial wellness benefits.

Qualifications

• At least six months to two years of similar or related experience.
• Exceptional customer service skills are required, with strong listening and telephone abilities.
• Prior experience in a credit union or bank is strongly preferred.

Responsibilities

• Provide compassionate guidance to help members enhance their financial well-being.
• Assist members with telephone requests, answer questions about products and services, and resolve issues within authority to resolve; refer others to a supervisor.

Skills

Customer service

Active listening

Telephone etiquette

Verbal communication

Professional appearance

Job description

CommonWealth Central Credit Union in San Jose, CA is seeking a Call Center Representative to provide compassionate service and support to members seeking financial solutions. You will handle telephone requests, answer questions about products and services, and aim to resolve issues promptly and accurately.

The role emphasizes excellent communication, patience, and a professional demeanor, with opportunities to grow within a values-driven workplace and financial wellness benefits.