Job Information
Robert Half Call Center Specialist in Ventura, California
Description A local Credit Union is seeking a success driven Call Center Specialist to assist Customers with various banking needs.
What you get to do! The Member Service Center team serves as member advocates responding to calls, emails or chats related to services and products, providing member-centered solutions by using their active listening skills and collaborating with other support departments. Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat) Daily responsibilities: Answer member inquiries surrounding: existing and new accounts, ACH/wire transfers, debit & credit cards, checks, stop payments, remote deposits, bill payment, online & mobile banking, loan applications and other account-related needs. Process loan applications, following up with applicants to discuss loan decisions and stipulations needed. Deliver solutions to members with empathy in an expedient manner, explaining products and services, accurately completing required processes/documentation. Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues. Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns. Meet and exceed call center goals such as average handle time, quality scores, and post-call work. Requirements Customer Service, Banking Industry, Phone Etiquette, Answering Inbound Calls, Inbound Telephone Calls, Symitar, Banking software, Banking Services, Cross Selling Someone who is service driven and able to communicate solutions with empathy. Must be proficient in computer systems, comfortable working with multiple systems and resources at once. Previous financial institution experience, 1 year +. Fluency in Spanish, specifically in finance/banking terminology. would be a plus Working knowledge of these systems – Genesys Cloud, Symitar/Episys, and MeridianLink. is preferred
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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