Farmers Insurance Federal Credit Union
Call Center Representative
Farmers Insurance Federal Credit Union, Burbank, California, United States, 91520
Job Summary
Provides high quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates an understanding of individual responsibilities to support team and organizational goals. Job Responsibilities
Deliver exceptional customer service to members via phone, email, chat, and video banking. Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services. Provide account information and process routine transactions using banking technology and established operating procedures. Work under moderate supervision while independently managing own workload and daily customer service operations. Schedule and conduct follow up communications with members through email or chat. Meet individual sales goals and contribute to overall branch targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement. Proactively promote credit union memberships, deposit products, and consumer loans through outbound calls, marketing initiatives, and member referrals. Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs. Perform other duties and responsibilities as assigned. Experience
High School Diploma or equivalent required. Two years’ experience working in a customer service position required. One year’s experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, banking/video banking) is preferred.
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Provides high quality support and service to credit union members through various communication channels. Utilizes established skills to perform a variety of routine activities and demonstrates an understanding of individual responsibilities to support team and organizational goals. Job Responsibilities
Deliver exceptional customer service to members via phone, email, chat, and video banking. Build and maintain relationships with members to identify their financial needs and recommend appropriate credit union products and services. Provide account information and process routine transactions using banking technology and established operating procedures. Work under moderate supervision while independently managing own workload and daily customer service operations. Schedule and conduct follow up communications with members through email or chat. Meet individual sales goals and contribute to overall branch targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement. Proactively promote credit union memberships, deposit products, and consumer loans through outbound calls, marketing initiatives, and member referrals. Strengthen existing member relationships by recommending efficient, and thoughtful financial solutions tailored to their needs. Perform other duties and responsibilities as assigned. Experience
High School Diploma or equivalent required. Two years’ experience working in a customer service position required. One year’s experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, banking/video banking) is preferred.
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