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Call Center Representative (Solutions Specialist) *Full-Time And Part-Time Opportunities*

Company

Broadview Federal Credit Union

Address Albany, NY, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-06-08
Posted at 1 year ago
Job Description
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!


Our Call Center operates Monday-Friday from 7AM-7PM and Saturday from 8AM-2PM. This is not a remote position. Based on your performance during your new employee assessment period, you may have the opportunity to work remote in the future.


Summary of Role:


To process our members’ financial transactions and informational needs and offer product suggestions and assistance with all eCommerce products by phone or internet while consistently providing WOW Member Service. The Solutions Specialist will be the primary support for the Credit Union phone volume and be in a rotation for email and ticket coverage.


Essential Job Functions/Responsibilities:


  • Achieve departmental and individual minimum performance standards. including but not limited to, Phone.
  • Adhere to the Success Metrics and Core Values and exemplify them while interacting with both internal and external members.
  • Solicits loan applications taking advantage of all cross-sale opportunities, Including CUNA insurance.
  • Working knowledge of all systems needed to perform any task needed for member service purposes.
  • Working knowledge of all CU products and services.
  • Consistently handling multiple tasks simultaneously.
  • Promote Credit Union products and services in accordance with Performance Excellence Sales and Service Standards.
  • Basic transaction responsibilities include but are not limited to, performing financial transactions including telephone requests for withdrawals, transfers, lines of credit, credit card payments. Performing related account functions such as balance inquiries, account Histories, file maintenance.
  • Productivity, Payment Protection, GAP Insurance and needs based referrals.


Minimum Job Qualifications:


  • Ability to discuss and present product opportunities to members.
  • Strong proficiency with PC’s, smartphone technology, Windows environment, and Microsoft Office Suite.
  • Excellent verbal and listening skills; strong grammar and writing skills to be able to respond to member e-mails and web chat efficiently and professionally.
  • Strong technical aptitude with the ability to support online banking products including PC and mobile applications.
  • Flexibility and a willingness to support the team.
  • Strong decision-making skills and the ability to work well under pressure in a fast-paced environment. Excellent interpersonal skills as well as ability to maintain confidentiality.


Starting Compensation: $18.91 - $22.69/hr., plus a competitive benefits package


Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.


We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.


Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [email protected].