Job Posting for Call Center Representative at Clearpath Federal Credit Union
JOB SUMMARY
Serves as a liaison between the member and the credit union. Provides account information by phone or in person on a full range of credit union products and services, including loans. Processes loan applications, opens new accounts for members, resolves member issues and professionally handles the member’s daily needs. Provides a variety of transactional services to members including, but not limited to teller duties.
KNOWLEDGE AND SKILL REQUIREMENTS
High school diploma or GED equivalent
Must be bondable/insurable
Duties require professional oral communication
Possess an ability to interact effectively with Clearpath CU members, co-workers, and management
Basic reading and arithmetic skills
Computer literate, with the ability to learn customer service software applications
Requires the ability to read, speak, and write English fluently
Must present a professional appearance
PHYSICAL/MENTAL REQUIREMENTS
Possess an aptitude to handle stressful situations
Capable of performing simple and complex tasks
Ability to comprehend/follow instructions, given both verbally and orally
Ability to maintain an appropriate clean and organized work space
Repetitive hand/finger action
Capacity to prioritize work load and is multi-tasked oriented
Normal vision and hearing
Capable of operating various electrical office equipment
Job requires standing and some sedentary work, consisting of occasional walking, and lifting up to 30 pounds
ESSENTIAL JON FUNCTIONS
Greets and welcomes members and credit union visitors in a professional manner
Provides prompt, efficient and accurate services in the processing of member transactions, in- person, by phone, or by mail
May perform teller duties
May respond to members’ email, in-branch or phone requests, problems and complaints. May need to direct members to appropriate person for specific information and assistance in a timely manner. Follows up with person member was referred to verify member concern was resolved
Open new memberships and accounts, services existing accounts. Set up new account files and provides members with all necessary membership information
Process member mail, and in branch transactions
Promote Credit Union products and services based on member’s specific needs
Assist member’s in balancing their checking accounts and resolving account discrepancies
Perform back-office functions/duties as needed
Process loan applications received via phone, online or in person. Assist members with application process, to ensure completeness of information and compliance with lending regulations
Interviews member, gathers information, runs credit, researches any discrepancies
Answers questions for members throughout the process. Explain the process to include loan “options”, insurance required, loan policies, rates, payoffs, etc.
Enters information into Opening Act system, reviews information, notates non-conforming and out of the ordinary member information relevant to the lending decision. Makes recommendation to loan officer for loan decision taking all factors into consideration. Forward loan to appropriate queue for loan officer decision in a timely manner
Maintain phone and loan application queue following up on any incomplete applications in a timely manner
Handles requests from members for transfers, share withdrawals, check requests, CD/IRA transactions, LOC advances and any other member requests
Participates in field marketing, in the vicinity of the branch as requested
Other duties as assigned - see back office job list for specific details (if applicable)
Pay rate is contingent on relevant experience with the role.
Job Type: Full-time
Pay: $18.00 - $22.00 per hour
Expected hours: No less than 40 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Referral program
Retirement plan
Tuition reimbursement
Vision insurance
Schedule:
10 hour shift
8 hour shift
Day shift
Monday to Friday
Weekends as needed
Education:
High school or equivalent (Required)
Experience:
Cash handling: 1 year (Preferred)
Customer service: 1 year (Required)
Banking: 1 year (Preferred)
Ability to Relocate:
Burbank, CA 91502: Relocate before starting work (Required)
Work Location: In person
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