Member Solutions Advisor: Financial Products & Loans

Frontwave Credit Union; Oceanside (CA); On-site; USD 46,000 - 68,000; Full time

Benefits offered by this job

401k matching

Mortgage and auto discounts

PTO and holidays

Job summary

Frontwave Credit Union in Oceanside, CA is seeking a Member Solution Call Center Agent to promote financial products, assist members with accounts and loan inquiries by telephone, and provide outstanding service.

The role requires 1–2 years of call center or financial institution experience, and a High School Diploma or GED. Competitive pay and benefits accompany this position, with opportunities for growth and professional development.

Qualifications

• High School Diploma or GED.
• 1-2 years experience in a Call Center environment and/or financial institution experience.

Responsibilities

• Process basic member requests received via incoming calls.
• Provide information about credit union products, services, accounts and rate information, balance inquiries, loan questions etc.
• Perform account research, processes account transfers, accepts wire transfer and Western Union requests and forwards to appropriate personnel for processing.
• Processes check orders, performs account file maintenance.
• Cross-sells credit union products and services; identifies opportunities to increase household penetration.

Skills

Call center experience

Financial products

Customer service

Education

High School Diploma or GED

Job description

Frontwave Credit Union in Oceanside, CA is seeking a Member Solution Call Center Agent to promote financial products, assist members with accounts and loan inquiries by telephone, and provide outstanding service.

The role requires 1–2 years of call center or financial institution experience, and a High School Diploma or GED. Competitive pay and benefits accompany this position, with opportunities for growth and professional development.