Financial Call Center Representative

This is a fully remote position, open to applicants in Idaho, +2 more states.

📋 Description

• Provide exceptional service and assistance to members via phone and digital communication channels.

• Address inquiries related to financial products, services, accounts, and transactions.

• Facilitate the opening of new accounts and ensure accurate account information while safeguarding member privacy.

• Accurately process deposits, withdrawals, loan payments, and other financial transactions.

• Address member concerns and escalations with professionalism and sound judgment.

• Recognize cross-sell opportunities and suggest products and services that align with member needs.

• Achieve established service, quality, and sales performance goals.

• Foster long-term relationships with members and assist them in achieving their financial objectives.

⛳️ Requirements

• Applicants must reside in Oregon, Washington, or Idaho.

• A quiet, dedicated workspace with reliable hard-wired high-speed internet is required.

• At least one year of experience in customer service, contact centers, financial services, banking, or a related field.

• Strong skills in member/customer service.

• Excellent phone etiquette along with verbal communication skills.

• Ability to manage a high volume of member interactions while upholding professionalism, accuracy, and efficiency.

• Experience in processing transactions and handling confidential information.

• Strong problem-solving abilities and capability to navigate challenging member situations.

• Competence in identifying member needs and recommending relevant products and services.

• Proficient in using multiple computer systems and Microsoft Office applications.

• Capability to work effectively in a remote setting with minimal distractions.

• A high school diploma, GED, or equivalent is required.

• Equivalent combinations of education and experience will be taken into account.

🏝️ Benefits

• Affordable medical, dental, and vision insurance.

• 401(k) retirement plan with employer matching contributions.

• Paid time off.

• 13 paid holidays.

• Tuition reimbursement for qualifying education and training programs.

• Company-sponsored long-term disability coverage.

• 40 hours of company-paid core time annually for full-time employees to engage in community volunteer activities.

• 32-hour, four-day work week.