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Member Contact Center Representative I

Member Contact Center Representative I

OceanAir Federal Credit UnionVentura, CA, United States
30+ days ago
Job description

Join Our OceanAir Federal Credit Union Family!

Are you ready to make a difference in people's financial lives while having a blast at work? At OceanAir Federal Credit Union, we're all about providing a stellar member experience that keeps our members coming back for more. If you're passionate about helping others and love a fun, dynamic work environment, we want YOU on our team!

What You'll Be Doing :

Practice OceanAir Core Values :

  • Make It Right : We're committed to doing the right thing for our members and community, offering the greatest benefit possible.
  • Make It Easy : We provide easy financial solutions, convenient locations, efficient service, and simplified processes.
  • Make It Personal : We nurture deep, personal relationships with our members, tailored to their individual needs and preferences.

Key Responsibilities :

  • Identify the financial needs of each member and recommend products or services to improve their financial life.
  • Promptly answer all incoming calls with courtesy and efficiency.
  • Assist members with general credit union information, including products, hours, and locations.
  • Process new account requests via the Internet and notify applicants of their status.
  • Perform account servicing functions like processing transfers, cash advances, and other transactions.
  • Educate and assist members with electronic services, such as PCAccess, SmartPay, POP Money, Finance Works, Mobile Banking, and eStatements.
  • Refer interested members to the Loan Sales Team for consumer lending and the Mortgage Department for real estate lending.
  • Perform other fun and meaningful duties as assigned.

    • Requirements :

  • High School diploma or GED.
  • Six months of experience in a sales, service, and / or call center environment.

    • Physical Requirements :

  • This role involves talking, hearing, and using your hands for keyboarding.
  • Be prepared for lots of phone work and sitting for long periods. We've got a comfy chair waiting for you!

    • Work Environment & Schedule :

  • Work in a well-lit, climate-controlled office with moderate noise levels.
  • Flexible work hours : Approximately 29½ to 40 hours per week with some occasional overtime.

    • Travel :

  • No travel required. Stay cozy and productive in our office!

    • Ready to make a lasting impact and have a great time while doing it? Apply now and become a valued member of the OceanAir Federal Credit Union family!