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Contact Center Agent I
Rally Credit Union
Corpus Christi, UAE
Full Time
Entry
Onsite
3 weeks ago
Customer ServiceCross sellingData EntryBilingualCommunicationProblem Solving
Free
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Customer ServiceCross sellingData Entry
About the Role
Rally Credit Union seeks a Contact Center Agent I to serve members via telephone and web inquiries. The role involves processing transactions, cross-selling services, and handling tier one queue calls.
Key Skills for This Role
Customer ServiceCross sellingData EntryBilingualCommunicationProblem Solving
Responsibilities
- Assist members contacting the credit union by telephone/email.
- Process member transactions per telephone request.
- Handle tier one queue calls.
- Provide information/research to members on account and service inquiries.
- Promote CU products and cross sell additional products to meet member needs.
- Record details of member comments, inquiries, complaints into workflow software.
Requirements
- High School Diploma or GED required
- One (1) year of experience in a financial institution or one (1) year customer service
- Bilingual preferred
- Must be able to speak clearly and hear effectively
- Must be capable of dealing calmly and professionally with diverse personalities
Full Job Posting
Primary Objective Of Position
- Serving members operational and financial needs via telephone/web inquiries.
- Responsible for cross selling all credit union services.
Essential Job Functions
- Assist Members Contacting the Credit Union by Telephone/Email.
- Process member transactions per telephone request.
- Handles tier one queue calls.
- Provide information/research to members on overall account and/or service inquiries.
- Ensure member is properly charged for services rendered.
- Be knowledgeable of and provide information on all credit union services and products.
- Promotes CU products and cross sells additional products.
- Contributes to department and credit union goals by handling high contact volumes.
- Record details of member comments, inquiries, complaints into workflow software.
- Follow Current Policies and Procedures.
- Comply with financial industry Rules and Regulations.
- Demonstrates understanding of BSA/AML compliance.
Requirements
- High School Diploma or GED required.
- Requires one (1) year of experience in a financial institution or one (1) year customer service.
- Any amount of financial or contact center experience is preferred.
- Bilingual preferred.
Physical Requirements
- Physical requirements are minimal, but involves wrist/hand manipulation and sitting for long periods.
- Must be able to speak clearly and hear effectively.
- Vision abilities include close vision for computer monitors and documents.
Mental Requirements
- Must be able to perform job functions independently or with limited supervision.
- Must have strong ability to read and carry out written and oral instructions.
- Must be capable of dealing calmly and professionally with diverse personalities.
- Must be able to perform under stress of deadlines and fast pace.
- Must be able to handle multiple, simultaneous, and changing priorities.
Equipment Requirements
- Personal computer with windows environment.
- General office equipment: copy machine, calculator, scanner.
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