Call Center Representative (aka: Customer Service Rep.) Suncoast Credit Union Tampa

Title Call Center Representative (aka: Customer Service Rep.)
Date 10 September 2020
Company Suncoast Credit Union
City Tampa

Short Description :

Processes various account transactions Maintains an awareness of calls waiting Answers phones and responds to members and prospective members requests in a courteous, professional and timely manner, providing prompt accurate and efficient service, with utmost concern for ,…

Full Description :

Position Overview

Start date: 10/19/20

Compensation: $15.50 to start.

Answers a high volume of telephone inquiries and processes various account transactions. Provides information and assistance to members and prospective members concerning the Credit Union’s products and services. Provides prompt, accurate, efficient, and professional service, with the utmost concern for confidentiality, security, and privacy of member data

Duties and Responsibilities

  • Answers phones and responds to members’ and prospective members’ requests in a courteous, professional and timely manner, providing prompt accurate and efficient service, with utmost concern for confidentiality, security and privacy of member data.
  • Provides information to members and prospective members concerning the Credit Union’s products and services.
  • Determines membership eligibility.
  • Processes a variety of member financial transactions, such as withdrawals, posting loan payments, and transfers between accounts.
  • Researches and resolves member issues and problems. Performs account maintenance, data entry, and account corrections as needed.
  • Maintains an awareness of calls waiting. Meets phone center and member service requirements established by MCC management.
  • Attends job-specific training classes as requested by manager. Completes annual BSA/AML Compliance Training and understands employee’s role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.

Minimum Education, Experience and Skill Requirements

  • High school diploma or equivalent.
  • Bilingual preferred
  • Previous work experience with a financial institution or other call center or customer service field preferred.
  • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve routine problems and situations.
  • Basic knowledge and understanding of Credit Union products, services, policies, and procedures.
  • Basic knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
  • Basic knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
  • Good verbal and written communication skills and interpersonal skills, including phone skills, in order to interact professionally and effectively with members and staff. Able to communicate routine information. Bilingual is a plus.
  • Work is closely supervised

(#CB)

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