Annuities Customer Service Representative jobs in Bartlesville, OK

Description

The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities.

What you can expect when you join Oklahoma Central Credit Union:

• Competitive pay - Cha-ching!
• Work-life balance - Your family, hobbies, and life outside of work are important to us
• 401 (k) retirement plan - You contribute to our future, so we contribute to yours
• Best-in-class healthcare coverage - Helping you stay healthy
• Generous PTO and federal holidays - We prioritize what matters
• Community Service: We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off

Your role:

As a Customer Service Representative you will provide outstanding phone service to all members and potential members. You will assist members with account information, perform account transactions, discuss product inquiries and recognize, cross-service and act upon sales opportunities, by suggesting appropriate credit union products.

In this role you will:

• Provide accurate, courteous, friendly, timely and professional phone service to all members and potential members.
• Assist members with general service requests such as, but not limited to, opening and closing accounts, financial transactions, problem solving, plastic card requests, address changes, CDs and check ordering. Educate the members on products and services the credit union offers.
• Follow up to service requests, forms completion, return phone calls, mailing/emailing requested documentation and research required to resolve issues. Identifying transactions, verifying funds, account availability and research requests.
• Assist and instruct members on the use of our electronic services such as home banking, Anywhere Audio, estatements, bill pay, mobile banking and web site usage.
• Protect member assets and account information.

Requirements

What we're looking for:

• A high school diploma, GED or higher
• Previous customer service experience
• Proficient computer skills

Even better if you have:

• One or more years of similar or related experience in a call center setting
• Previous financial institution experience
• Courtesy, tact, and diplomacy
• Experience efficiently researching accounts and reaching a resolution
• Active listening skills

Oklahoma Central Credit Union is proud to be an equal opportunity employer and a drug-free workplace!