Member Support & Cross-Sell Advisor

Trax Credit Union; Tampa (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Trax Credit Union in Tampa, FL is seeking a Call Center Representative to provide information and member support about our products and services. You will handle inquiries via phone and correspondence, cross-sell eligible products, and help members with account questions while maintaining confidentiality and regulatory compliance.

The ideal candidate has 1 year of experience in a financial institution, 6+ months in a call center, and strong communication, time management, and problem-solving

Qualifications

• High school diploma or equivalent.
• +/- 1-year experience in a financial institution.
• 1-year experience selling both in person and over the phone.
• 6+ months experience in a Call Center work environment.

Responsibilities

• Provide service and information to membership in a pleasant, professional, and efficient manner via telephone or correspondence
• Positive attitude will show through to caller. (Speak with a smile in your voice)
• Research and solve routine member questions, problems and complaints concerning credit union accounts
• Serve as team resource with or without supervisor present
• Maintain a thorough knowledge of various credit union policies, interest rates and basic loan policies and be able to discuss with member
• Cross sell credit union products and services
• Assist members with PC access
• Strive to create long term financial relationships with members
• The position may also share receptionist duties
• Ensure that all credit union business is kept in strict confidence
• Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act
• Responsible for protecting the interests of the Credit Union at all times
• Perform other duties as assigned

Skills

Communication proficiency

Technical capacity

Dependability

Ethical conduct

Time management

Problem solving/analysis

Education

High school diploma or equivalent

Tools

Windows OS

Microsoft Office

Job description

Trax Credit Union in Tampa, FL is seeking a Call Center Representative to provide information and member support about our products and services. You will handle inquiries via phone and correspondence, cross-sell eligible products, and help members with account questions while maintaining confidentiality and regulatory compliance.

The ideal candidate has 1 year of experience in a financial institution, 6+ months in a call center, and strong communication, time management, and problem-solving