Call Center Agent in Wake Village, Texas at Red River Employees Federal Credit Union

Position Title:

Call Center Agent

Reports To:

Call Center Supervisor / Call Center Manager

Basic Function:

Answers telephone inquiries regarding Credit Union services and member accounts. Resolves problems encountered on member accounts and/or refers problems to the appropriate department for resolution as needed.

Responsibilities:

• Answers telephone inquiries regarding RRCU services and member accounts. Resolves problems encountered on member accounts and refers errors and problems to the Call Center Supervisor/Manger for resolution as needed.
• Handles member account activity.
• Identifies & cross-sells relevant services.
• Makes withdrawals for members by teller’s check for mailing to account address. Transfers loan/credit card payments and account transfers as requested by members and according to Call Center policy.
• Assists members with debit/credit card inquiries and/or problems.
• Places check orders following Call Center Policy.
• Assists members with online banking/bill payment/electronic statement services.
• Quotes current loan and savings rates.
• Cross-trains to learn Call Center Agent II skills.
• Adheres to all Red River Employees Federal Credit Union policies and procedures.
• Performs other related duties as assigned.

Qualifications:

• High school diploma or the equivalent.
• One or more years of experience in a financial institution, preferred.
• Competent computer skills and use of standard office equipment.
• Good communication skills, professional telephone skills and manners, and ability to explain RRCU services in an understandable manner.
• Ability to meet, speak, and deal effectively with people, being professional always.
• Must maintain a neat and professional image.
• While the following list is not exhaustive and may be supplemented, identified physical requirements include the ability to operate normal office equipment and some transporting, not to exceed 25 pounds.
• Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.