Financial Call Center Representative

Job not on LinkedIn

🔥 1 minute ago

🥔 Idaho, Oregon, +1 more states – Remote

🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $25 - $30 / hour

⏰ Full Time

🟢 Junior

📞 Call Center Representative

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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OCCU | Oregon Community Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1956

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

OCCU | Oregon Community Credit Union is a member-focused financial institution that offers a wide range of banking services, including personal and business banking, loans, investments, and wealth management. With a commitment to community engagement and member education, OCCU provides tools for financial planning, retirement, and insurance services. They strive to provide competitive rates on checking and savings accounts, loans, and credit cards, making banking accessible and beneficial for their members.

📋 Description

• Deliver outstanding service and support to members through phone and digital communication channels • Answer questions regarding financial products, services, accounts, and transactions • Open new accounts and maintain accurate account information while protecting member privacy • Process deposits, withdrawals, loan payments, and other financial transactions accurately • Resolve member concerns and escalations with professionalism and sound judgment • Identify cross-sell opportunities and recommend products and services that meet member needs • Meet established service, quality, and sales performance expectations • Build long-term member relationships and support members' financial goals

🎯 Requirements

• Candidates must reside in Oregon, Washington, or Idaho • Quiet, dedicated workspace with reliable hard-wired high-speed internet • Minimum one year of customer service, contact center, financial services, banking, or related experience • Strong member/customer service skills • Excellent phone etiquette and verbal communication skills • Ability to handle a high volume of member interactions while maintaining professionalism, accuracy, and efficiency • Experience processing transactions and handling sensitive information • Strong problem-solving skills and ability to navigate difficult member situations • Ability to identify member needs and recommend products and services • Proficiency using multiple computer systems and Microsoft Office applications • Ability to work successfully in a remote environment with minimal distractions • High school diploma, GED, or equivalent required • Equivalent combinations of education and experience will be considered

🏖️ Benefits

• Low-cost medical, dental, and vision insurance • 401(k) retirement plan with employer match • Paid time off • 13 paid holidays • Tuition reimbursement for eligible education and training • Company-paid long-term disability • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities • 32-hour, four-day work week