Member Services Specialist — Contact Center & Cross-Sell

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

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.