A+ Federal Credit Union este o instituție financiară axată pe membri, activă în domeniul bancar și financiar. Oferă conturi curente și de economii, împrumuturi, opțiuni de investiții și servicii bancare digitale prin instrumente online și mobile. De asemenea, uniunea de credit sprijină inițiative comunitare și pune la dispoziție resurse de educație financiară. Activitatea sa reunește servicii financiare, produse digitale și implicare în comunitate.
Onsite Call Center Representative, Spanish Preferred — A+ Federal Credit Union
Serve A+ Federal Credit Union members onsite by handling account, loan, and transaction questions. Spanish bilingual skills are preferred.
Descriere
- Respond to incoming calls within service targets
- Verify member identity and watch for potential scams or fraud
- Support members with loan questions, payments, transfers, payoff requests, rates, and payment histories
- Explain accounts, rates, products, services, and how to resolve errors
- Coordinate with internal departments and branches to support member service
- Stay current on credit union products and services
- Share promotions and product updates with members and prospective members
- Open accounts online and recommend relevant products or services
- Answer questions about cleared items, direct deposits, transactions, available funds, and check holds
- Process stop payments and debit card requests, blocks, and travel notices
- Explain debit card holds, pending transactions, and opt-in or opt-out requirements
- Resolve online account issues and reset or unlock member logins
- Prepare and submit wire transfer requests
- Send documents securely through DocuSign
- Review cleared items and create copies
- Adjust Member Rewards program records
- Decide on fee reversals within approved limits
- Meet targets of at least 75% for sales-goal referrals and 80% for quality monitoring
- Complete required Level I assignments
- Hold monthly one-to-one discussions with the Manager
- Contribute to department projects
- Take part in credit union activities and community or education events
- Carry out other assigned duties
- Decide on fee reversals within approved limits
Cerințe
- High school diploma or GED
- Six months of financial institution experience or comparable call center experience preferred
- Proficiency with phone systems, computers, and related software
- Basic math and accounting skills
- Strong verbal and written communication
- Research and problem-solving skills, including handling potential conflict
- Ability to work independently and with a team
- Adaptability to changing needs
- Spanish bilingual ability preferred
- Availability for flexible hours, including Saturdays
- Ability to work at least 40 hours per week
- Comfort communicating extensively by phone, email, and in person
- Ability to manage multiple tasks
- Sound decision-making skills
- Pleasant, professional appearance and speaking voice
- Good listening skills
- Dependable and organized
Beneficii
- Monthly incentives of up to $400
- Potential annual incentive bonus of $2,400
- Potential annual company bonus of 4%
- May become eligible to work from home after six months with Meets Standard performance and manager approval
- Training and ongoing learning and development
- Career growth opportunities within the credit union
- Participation in credit union activities and community or education events