Contact Center Agent I Job at Rally Credit Union

Rally Credit Union McAllen, TX 78504

Join our NavyArmy Credit Union Family!
Serving South Texas for 65 Years, NavyArmy Community Credit Union offers friendly, small-scale service with high interest checking and savings accounts, loans with fast and easy financing, and great tools for growing your money. Navy Army is among the best Credit Unions in Texas, by Forbes Magazine! We offer a wide range of career opportunities from Tellers to Information Technology and Customer Service to Facilities. We are looking for talent to support our growing branch and on-line networks.

Our vision is to meet the financial needs and goals of our members. We do this by offering financial services to individuals and families when others say No, we say Yes!
We believe the same about YOU – if you have a great attitude, care about your community and others – Yes, we can help build your Career!

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Why Should You Apply?*

  • Team Oriented Culture – we support one another.
  • Managers and Leaders that Care about YOU!
  • Service Minded Organization, we are here to support our community.
  • Opportunities for Career Growth and Professional Development
  • Competitive total rewards (wages, incentives, and benefits)
  • Part Time and Full Time Opportunities

PRIMARY OBJECTIVE OF POSITION
Serving members operational and financial needs and questions via telephone/web inquiries. Cross sell all credit union services.

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ESSENTIAL JOB FUNCTIONS*

  • Assist Members Contacting the Credit Union by Telephone/Email.
  • Process member transactions per telephone request.
  • Handles tier one queue calls
  • Provide information/research to members on overall account and/or service inquiries.
  • Ensure member is properly charged for services rendered.
  • Be knowledgeable of and provide information to members and potential members on all credit union services and products, to include but not limited to savings, checking, loans, electronic services and channels, wires, stop payments, debit card transactions/issues, copies of statements and checks, cross account transfers/set up, term shares, check orders etc.
  • Promotes CU products and cross sells additional products to meet the members needs.
  • Contributes to department and credit union goals by handling high contact volumes and assisting the department in meeting overall Contact Center Goals.
  • Record details of member comments, inquiries, complaints and actions into appropriate workflow software.
  • Follow Current Policies and Procedures as Set by the Board of Directors.
  • Comply with financial industry Rules and Regulations as required by law.
  • Other Duties as Assigned

RELATIONSHIPS AND CONTACTS
Supervise Approximately: None**
Reports To: Director of Contact Center
Contacts: Extensive daily telephone contact with members and frequent contact with other departments.

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THIS POSITION RESIDES IN THE RIO GRANDE VALLEY AREA (MCALLEN, TEXAS)_*
EDUCATION
High School Diploma or GED

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EXPERIENCE*

  • A minimum of 6 months of customer service and sales experience in a fast-paced environment
  • financial experience is preferred
  • Bilingual preferred.

PHYSICAL

  • Physical requirements are minimal, but position involves wrist/hand manipulation and sitting for long periods of time.
  • Must be able to speak clearly and hear effectively in order to assist members over the telephone.
  • Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.

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MENTAL*

  • Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
  • Must have a strong ability to read and carry out various written instructions and follow oral instructions.
  • Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters

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EQUIPMENT*

  • Personal computer with windows environment
  • General Office; copy machine, calculator and scanner, etc.

Job Type: Part-time




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