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Bilingual Call Center Representative (Part Time or Full time)

JobTracks, Inc. Vallejo, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Essential Responsibilities:

MEMBER SERVICING

  • Initiate and lead conversations to identify and assess member needs
  • Maintain and enhance member account relationships by providing excellent member service.
  • Process share deposit payments, loan payments, manual payrolls, and account transfers. Disburse cash and check withdrawals.
  • Complete member transactions accurately and timely within prescribed limits and guidelines, or seek approval for exceptions.
  • Open new membership accounts and assess for accuracy and compliance
  • Research and address member inquiries about credit union services and accounts. Perform account maintenance as authorized.
  • Promote credit union products and services.
  • Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments.
  • Perform outbound calls to members as needed.
  • Achieve individual and branch growth goals.
  • Identify solutions in support of member needs.
  • Observe all security/internal controls, and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
  • Serves as back up to MSR II responsibilities, when needed.

CASH HANDLING AND BALANCING

  • Open, close and balance their own cash drawer daily.
  • Maintain drawer cash levels within prescribed amounts.
  • Post and Log night, ATM and mail deposits. (Part of dual-control team.)
  • Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules
  • Accurate balancing within established time frames.

QUALIFICATIONS

  • Ability to commit to a six (6) day work (when needed).
  • English/Spanish is required.
  • Call handling background preferably call center environment
  • High School graduate or equivalent.
  • Perform other duties and projects as assigned.
  • One to three years' experience in financial institution or other customer service industry preferred.
  • Prior cash handling and customer service responsibilities preferred.
  • Preference for working in organizations that place priority on teamwork and collaboration Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
  • Demonstrated ability to communicate effectively – both verbally and in writing.
  • Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook).
  • May be required to travel to cover other Branches.
  • Keen attention to detail, ability to effectively organize and prioritize work.
  • Analytical and problem solving skills.
  • Ability to use keyboard and data entry skills
Company Description
ABOUT JOBTRACKS

It's corny, but we call ourselves, "The Matchmakers of the staffing world." We're committed to pairing highly qualified employees in the real estate, title, escrow and hospitality industries with the most eligible clients. Apply now, and we'll send cupid out on your behalf!

REFER A FRIEND = GET $50

You get $50 and your friend gets a lifetime opportunity... What could be better? We will gladly send you $50 if someone you share our information with is hired and works at least 4 weeks for a direct-hire position.

Thank you for spreading the word!

JobTracks, Inc.

ABOUT JOBTRACKS It's corny, but we call ourselves, "The Matchmakers of the staffing world." We're committed to pairing highly qualified employees in the real estate, title, escrow and hospitality industries with the most eligible clients. Apply now, and we'll send cupid out on your behalf! REFER A FRIEND = GET $50 You get $50 and your friend gets a lifetime opportunity... What could be better? We will gladly send you $50 if someone you share our information with is hired and works at least 4 weeks for a direct-hire position. Thank you for spreading the word!

Address

Vallejo, CA
USA

Website