Clearview Federal Credit Union

Call Center Representative

• Provide courteous, prompt, and excellent member service
• Answer all incoming calls, providing general account and loan information in a pleasant and professional manner
• Practice Call Center Standards for all incoming calls
• Build relationships by suggesting appropriate products and services to fit members’ needs
• Answer member telephone inquiries and provide appropriate suggestions to financial needs
• Meet average call volume goal and KPIs
• Communicate with our members through Chat on a rotating schedule
• Provide accurate and appropriate account information encompassing all share products
• Process requested account transactions and assist members with account problems
• Provide general loan information on member accounts
• Open a variety of sub-share accounts
• Build relationships by educating members on Clearview products and services
• Work a variety of shifts based on operational needs
• Attend required Clearview training and meetings
• Remain current on promotional and marketing mailings
• Handle other duties as assigned
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued

• Deliver prompt and professional member service, focusing on Clearview’s lending goals.
• Assist members with loan inquiries, applications, and cross-sales while promoting relevant products and services.
• Respond to member inquiries via phone and chat in general and specialty queues.
• Conduct interviews and set up loan applications.
• Pull and review credit reports; discuss with members.
• Identify cross-sell opportunities and escalate to loan officers.
• Maintain knowledge of loan policies, rates, and underwriting guidelines.
• Provide J.D. Power quotes for secured loans.
• Meet call volume and service KPIs.
• Educate members on products, services, and promotions.
• Participate in campaigns, trainings, and meetings.
• Share best practices and recommend process improvements.
• Cross-train in other lending areas (processing, real estate, etc.).
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information.
• Perform other duties as assigned.

Call Center Representative

Call Center Representative – Loans