Call Center Representative - Banking

Orange County's Credit Union is a well-established financial institution dedicated to creating meaningful relationships with its members. The Call Center Representative will provide exceptional service by assisting members with their accounts, resolving issues, and cross-selling products to meet their financial needs. Responsibilities Relates favorably with members and colleagues in all encounters, conveying information and communicating with mutual respect, resulting in new account relationships and referrals Cross-sells additional products and services that meet the member's needs and resolve escalated member issues Assists in areas of Credit Cards, fiduciary accounts such as trust accounts, and more intricate products and services Meets/exceeds your goals, including enhanced Member Survey Scores, Productivity, and Quality Assurance Scores on randomly selected and monitored calls Assists and contributes to achieving individual, branch, and credit union goals and the organization's strategic plan Availability for opening and closing shifts Monday – Friday ranging between 7:30am – 7:15pm, and two Saturdays per month 8:30am – 2:30pm Skills At least one (1) year of experience in a call center and banking environment, which includes knowledge of sales and service preferred Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet Accurately performs mathematical calculations Benefits Anthem & Delta Care USA Dental – From day one of employment! Life insurance at no cost to associates. 401(k) – OCCU contributes up to 6% of gross earnings (dollar for dollar). Vacation hours – 13 days per year, rolls over year-to-year and increases with tenure. Sick hours – 7 days per year Paid Holidays Annual performance merit increases Professional and personal development programs, including educational grants up to $1k per year and step progression opportunities. Annual discretionary bonus Professional, welcoming, and collaborative work environment focused on achieving goals, recognizing successes, and excelling at member service. Company Overview Orange County's Credit Union is a banking & financial services firm offering loans,insurance and related services. It was founded in 1938, and is headquartered in Santa Ana, California, USA, with a workforce of 201-500 employees. Its website is