Customer Service, Call Center

Job Description:

  • Manage inbound calls and/or virtual teller sessions
  • Resolve fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries
  • Refer quality loan referrals based on member needs
  • Gather information, analyze facts, and educate members on appropriate products and services
  • Deliver one-point resolution and a positive member experience
  • Present information in one-on-one and small-group situations
  • Use virtual banking technology and quickly learn and access products
  • Adhere to Member Care and credit union procedures and policies
  • Learn additional tasks to advance to Member Experience Advocate II
  • Achieve individual, team, and organizational goals
  • Communicate consistently with the leadership team
  • Participate in team, organizational, and community initiatives
  • Complete required training on time
  • Maintain current knowledge of applicable compliance rules and regulations
  • Work Monday–Sunday during department hours of 7:00 am to 8:00 pm

Requirements:

  • High school diploma or equivalent from an accredited institution
  • Some college preferred
  • Minimum 1–3 years' experience or combination of education and experience
  • Previous customer service, banking, and/or call center experience required
  • Working knowledge of Word, Excel, and Explorer
  • 10-key skills
  • Functional knowledge of the Bank Secrecy Act, U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering, Right to Financial Privacy Act, and Bank Bribery Act
  • Ability to work full-time hours, with additional hours as necessary
  • Quiet workplace for remote work
  • Power and high-speed internet over 100MB minimum
  • Video capability, with 1.5 Mbps up and down recommended
  • Candidates must meet technical requirements before the first day of training
  • Bilingual English/Spanish preferred

Benefits:

  • Employee growth and development opportunities
  • Required training and knowledgebase learning opportunities
  • Remote work arrangement
  • High-speed internet and video capability requirements for remote work
  • Equal Opportunity Employer
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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