Financial Call Center Representative
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Job Description
Remote financial call center representative serving OCCU credit union members through phone and digital channels. Processing transactions, resolving concerns, and recommending suitable financial products.
Responsibilities:
- Deliver outstanding service and support to members through phone and digital communication channels
- Answer questions regarding financial products, services, accounts, and transactions
- Open new accounts and maintain accurate account information while protecting member privacy
- Process deposits, withdrawals, loan payments, and other financial transactions accurately
- Resolve member concerns and escalations with professionalism and sound judgment
- Identify cross-sell opportunities and recommend products and services that meet member needs
- Meet established service, quality, and sales performance expectations
- Build long-term member relationships and support members' financial goals
Requirements:
- Candidates must reside in Oregon, Washington, or Idaho
- Quiet, dedicated workspace with reliable hard-wired high-speed internet
- Minimum one year of customer service, contact center, financial services, banking, or related experience
- Strong member/customer service skills
- Excellent phone etiquette and verbal communication skills
- Ability to handle a high volume of member interactions while maintaining professionalism, accuracy, and efficiency
- Experience processing transactions and handling sensitive information
- Strong problem-solving skills and ability to navigate difficult member situations
- Ability to identify member needs and recommend products and services
- Proficiency using multiple computer systems and Microsoft Office applications
- Ability to work successfully in a remote environment with minimal distractions
- High school diploma, GED, or equivalent required
- Equivalent combinations of education and experience will be considered
Benefits:
- Low-cost medical, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off
- 13 paid holidays
- Tuition reimbursement for eligible education and training
- Company-paid long-term disability
- 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities
- 32-hour, four-day work week
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