Member Services Specialist - Financial Wellness & Banking

CommonWealth Central Credit Union; California; On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

13 paid holidays

17 days PTO (first year)

Loan discounts up to 2%

401(k) match

Medical, dental, vision insurance

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 is seeking a Call Center Representative to support members with telephone requests, explain products and services, and resolve issues within authority. You will provide compassionate guidance to enhance members' financial well-being and handle transactions with accuracy and courtesy.

The role requires 6 months to 2 years of related experience, exceptional customer service, strong listening and telephone skills, and excellent verbal communication.

Qualifications

• Six months to two years of related experience.
• Exceptional customer service skills and excellent listening and telephone skills.
• Outstanding verbal communication skills.
• Professional appearance and demeanor required.
• Prior credit union or bank experience strongly preferred.

Responsibilities

• Provide compassionate guidance to help members improve their financial well-being.
• Assist members with telephone requests; answer questions about products and services; resolve issues within authority or refer to supervisor with recommendations.
• Assist with all transactions, including opening accounts, loan payments, cash advances, and payments by phone, delivering timely, courteous service.
• Provide technical support for online services (e.g., online banking, bill pay).
• Research and resolve plastic card problems; review transactions and fraud alerts.

Skills

Customer service

Active listening

Telephone skills

Verbal communication

Job description

CommonWealth Central Credit Union in San Jose is seeking a Call Center Representative to support members with telephone requests, explain products and services, and resolve issues within authority. You will provide compassionate guidance to enhance members' financial well-being and handle transactions with accuracy and courtesy.

The role requires 6 months to 2 years of related experience, exceptional customer service, strong listening and telephone skills, and excellent verbal communication.