Customer Service, Call Center

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee incoming calls and/or virtual teller interactions.

• Address basic member inquiries regarding checking and savings accounts, transaction investigations, and balance questions.

• Provide quality loan referrals based on members' needs.

• Collect information, assess facts, and inform members about suitable products and services.

• Ensure one-point resolution and a favorable member experience.

• Present information effectively in one-on-one and small group settings.

• Utilize virtual banking technology and swiftly learn and access various products.

• Comply with Member Care and credit union policies and procedures.

• Acquire additional skills to progress to Member Experience Advocate II.

• Meet individual, team, and organizational objectives.

• Maintain consistent communication with the leadership team.

• Engage in team, organizational, and community initiatives.

• Complete mandatory training punctually.

• Stay updated on relevant compliance rules and regulations.

• Work from Monday to Sunday during department hours of 7:00 am to 8:00 pm.

⛳️ Requirements

• High school diploma or equivalent from an accredited institution.

• Some college coursework preferred.

• A minimum of 1–3 years of experience or a combination of education and experience.

• Required previous experience in customer service, banking, and/or call center environments.

• Proficiency in Word, Excel, and Internet Explorer.

• Competency in 10-key operations.

• Basic understanding of the Bank Secrecy Act, U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering regulations, Right to Financial Privacy Act, and the Bank Bribery Act.

• Capacity to work full-time hours, with additional hours as necessary.

• A quiet workspace for remote work is essential.

• Minimum high-speed internet of 100MB and power supply.

• Video capability with a recommended upload and download speed of 1.5 Mbps.

• Candidates must fulfill technical requirements prior to the first training day.

• Bilingual in English and Spanish is preferred.

🏝️ Benefits

• Opportunities for employee growth and development.

• Access to required training and knowledge base learning opportunities.

• Flexible remote work arrangements.

• Requirements for high-speed internet and video capability for remote work.

• Equal Opportunity Employer.