Contact Center Representative II
Mirastar Federal Credit Union
full-time
Posted on:
Location Type: Hybrid
Location: San Jose • California • 🇺🇸 United States
Visit company websiteSalary
💰 $27 - $34 per hour
Job Level
JuniorMid-Level
About the role
- Answer calls of a specific or general nature; directing members to appropriate departments as needed.
- Perform basic teller functions, including processing share and share draft deposits, withdrawals, loan payments, and draft stop payments.
- Perform account maintenance activities, including closing accounts, account transfers, processing ownership changes, and certificate renewals.
- Open new membership and subsidiary accounts, including all types of depository and account ownerships.
- Have a thorough understanding of Mirastar Federal Credit Union's product and service offerings.
- Cross-sell products and services within established guidelines.
- Answer questions and resolve problems on products, services, and operational procedures.
- Provide technical and subject matter expertise to team members.
- Evaluate related transactions for risk and make sound and informed decisions regarding exceptions and adjustments.
- Assist in the training of new employees.
- Ensure operations are conducted in accordance with established Credit Union policies, legal and regulatory requirements, including, but not limited to, understanding of compliance with the Credit Union’s BSA-AML program.
- Act as backup for other positions as needed, including but not limited to branches and at corporate.
- Other duties as assigned.
Requirements
- A high school diploma or GED equivalent and a range of 2 to 4 years related experience and/or equivalent combination of education and experience
- None required, none preferred.
- Individuals working in this position must be located within the state of California.
Benefits
- This position may be eligible for a flexible work arrangement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
teller functionsaccount maintenancecross-sellingrisk evaluationBSA-AML compliance
Soft skills
problem resolutiontechnical expertiseteam trainingdecision making
Certifications
high school diplomaGED