Call Center Representative III

Orange County's Federal Credit Union is a trusted institution with over 85 years of service, providing meaningful relationships and enriching the community. The Call Center Representative III role focuses on delivering exceptional member experiences by assisting with account inquiries and transactions, while also promoting credit union services to meet members' financial needs.

Responsibilities

• Provides members with general information regarding their accounts, credit union policies and services through extraordinary Member experiences: Connect, Discover, Deliver & Wow
• Assists members with transaction requests, file maintenance, accurate and timely product and service information
• By understanding Member preferences, and by providing ‘trusted advisor’ service, matches products and services that meet member’s financial needs, leading to building and deepening relationships
• Actively recommend other credit union services and products
• Perform accurate transactions and account maintenance
• Provide enthusiastic, professional, accurate and efficient member service via the telephone
• Achieve personal, Team and Credit Union sales and services goals, and continue to develop professional proficiencies through the Call Center Development Tracks

Skills

• At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred
• Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner
• Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone
• Computer knowledge and experience are normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet
• Accurately performs mathematical calculations

Benefits

• Anthem & Delta Care USA Dental – From day one of employment!
• Life insurance at no cost to associates.
• 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar).
• Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure.
• Sick hours – 7 days per year
• Paid Holidays
• Annual performance merit increases
• Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities.
• Annual discretionary bonus
• Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service.

Company Overview