Call Center Representative
Farmers Insurance Federal Credit Union, Burbank, CA, United States
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 how individual responsibilities support team and organizational goals.
Member Solutions Advocate 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 how individual responsibilities support team and organizational goals.
Job Responsibilities
Deliver exceptional customer service to members via phone, email, chat, video banking, or other communication platforms.
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, chat, or other communication platforms.
Meet individual sales goals and contribute to overall department targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement.
Proactively promote credit union membership, 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.
Performs other duties and responsibilities as assigned.
Experience
High School Diploma or equivalent required.
Two years’ experience working in a banking position required.
One year experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, or video banking) is preferred.
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Member Solutions Advocate 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 how individual responsibilities support team and organizational goals.
Job Responsibilities
Deliver exceptional customer service to members via phone, email, chat, video banking, or other communication platforms.
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, chat, or other communication platforms.
Meet individual sales goals and contribute to overall department targets by managing an assigned member base and identifying cross-selling opportunities via inbound and outbound member engagement.
Proactively promote credit union membership, 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.
Performs other duties and responsibilities as assigned.
Experience
High School Diploma or equivalent required.
Two years’ experience working in a banking position required.
One year experience working in a call center environment, handling multiple communication channels (phone, email, chat, text messaging, or video banking) is preferred.
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