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Job Board

Call Center Advocate

Posted on March 16, 2023 by Clearview Federal Credit Union

  • Customer/Member Support
  • Moon/Hybrid (Remote)
  • Posted 2 weeks ago
Clearview Federal Credit Union

Website Clearview Federal Credit Union

Credit Union

Rate of pay – $19 per hour

OBJECTIVE

Provide courteous, prompt, and excellent member service.  Answer all incoming calls, providing general account and loan information in a pleasant and professional manner.  Practice Call Center Standards for all incoming calls.  Build relationships by suggesting appropriate products and services to fit members’ needs.

WORKING HOURS

Initial training is in-person in the Moon Corporate location, approximately 3 days per week for a period of 8 weeks; the other 2 training days will be remote, subject to change.
After initial training, this position is mostly remote, being in-person in the Moon Care Center approximately 1 day every 3 weeks, based on operational needs.

Scheduled between the hours of:

Monday-Friday:  7:50am-6:10pm
Rotating Saturdays:  8:45am-2:15pm

MINIMUM QUALIFICATIONS

High School diploma or equivalent required
Minimum of six months of similar or related experience required
Excellent member service skills
Exceptional telephone communication and human relation skills
Above average knowledge of Credit Union products and services
Ability to build and strengthen relationships through sales and service
Proficient computer skills
Good analytical skills
Ability to handle a variety of duties
Ability to maintain accuracy in a fast-paced environment
Detail oriented
Flexibility in workings hours
Dependable with a good attendance record

ESSENTIAL DUTIES AND RESPONSIBILITIES

Answer member telephone inquiries and provide appropriate suggestions to financial needs
Meet average call volume goal and KPIs
Provide accurate and appropriate account information encompassing all share products
Process requested account transactions and assist members with account problems
Provide general loan information on member accounts
Open a variety of sub-share accounts
Build relationships by educating members on Credit Union products and services to help them live a better life
Work a variety of shifts based on operational needs
Attend required Credit Union training and meetings
Remain current on promotional and marketing mailings
Exceptional written, verbal, and communication skills
Handle other duties as assigned

Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success

Clearview values diversity in its workforce.  We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

To apply for this job email your details to janesetti@clearviewfcu.org

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