Freedom First Credit Union

Contact Center Personal Banker I

Freedom First Credit Union

full-time

Posted on:

Location Type: Office

Location: Roanoke • Virginia • 🇺🇸 United States

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Job Level

Junior

About the role

  • Conduct inbound and outbound calling to identify member needs through the use of independent analysis, judgment, and consultative sales techniques, to effectively communicate various credit union products and services to satisfy the members needs in a timely and effective manner.
  • Setting up new accounts, offering and processing lending products and additional services, respond to service requests, and direct members to the appropriate department/staff member.
  • Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains credit card options, submit credit card requests for processing and decision. Provides information or answers questions about all credit card and deposit products/services. Responds to service requests.
  • Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members.
  • Maintains contact with new members, building on the relationship, process 10 day follow up phone calls, and reach out on maturing CD’s.
  • Cross trains on other duties performed by Contact Center employees.
  • Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Requirements

  • One month to twelve months of similar or related experience.
  • A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
  • Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
  • Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone.
  • Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials.
  • Must have the skill and ability to use Microsoft Word and Excel.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
  • Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.
Benefits
  • Assists members contacting the credit union through inbound calls or online channels with opening and closing accounts, explains credit card options, submit credit card requests for processing and decision. Provides information or answers questions about all credit card and deposit products/services. Responds to service requests.
  • Evaluates member needs and identifies cross-sell opportunities and cross-sells services to members.
  • Maintains contact with new members, building on the relationship, process 10 day follow up phone calls, and reach out on maturing CD’s.
  • Cross trains on other duties performed by Contact Center employees.
  • Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
consultative sales techniquesaccount managementcross-sellingfinancial statement analysiscredit card processingservice request handlingcustomer relationship managementdata entryapprenticeship skillslending product processing
Soft skills
communicationrelationship buildinginfluencingmotivatingtrainingjudgmentindependent analysiscustomer serviceproblem-solvingteam collaboration
Certifications
two-year college degreespecialized certificationvendor training certification