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    Call Center Representative - Birmingham, United States - America's First

    America's First
    America's First Birmingham, United States

    3 weeks ago

    Default job background
    Description
    Role: To assist members and potential members with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area.

    Essential Functions & Responsibilities
    • Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority; refers problems that are beyond their authority to their supervisor, along with their recommendations.
    • Assists members and employees with all electronic services including mobile banking, remote deposit capture, home banking, online accounts and web loan payments.
    • Takes credit applications received by phone and forwards the application to a Loan Specialist for processing.
    • Takes credit applications received by phone and forwards the application to a Loan Specialist for processing.
    • Identifies cross-sell opportunities and cross-sells services to members.
    • Ensures the appropriate records are maintained and required reports are prepared.
    • Provides check and deposit verification for merchants.
    • Performs other job-related duties required or assigned.
    Performance Measurements
    • Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
    • Develop and maintain knowledge of all relevant policies and procedures to ensure compliance with applicable regulations.
    • Successfully resolve member issues with limited transfers.
    • Process member transactions with zero unresolved errors.
    • Successfully recommend a new product or service to qualified members.
    • Contribute to overall Call Center Quality Loop score of 6.7 or higher.
    Knowledge and Skills

    Experience - One year to three years of similar or related experience.

    Education - A high school education or GED.

    Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

    Other Skills - Good listening and telephone skills; able to operate a 10-key calculator, and computer keyboard; able to make decisions with minimum information.

    Physical Requirements - Light lifting required.


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