Jobs · OTHR · California

Call Center Lead

Sierra Central Credit Union · Yuba City, CA · 3 wk ago
On-siteOTHRFull-time
We need to output HTML fragment with sections only if there is real specific content. The posting includes description summary, essential functions, requirements (skills, education, experience, physical requirements). No explicit Pay, Schedule, Benefits sections. So we should include sections: About the role? The description summary could be considered "About the role". Could also have "Responsibilities" (essential functions). "Requirements" (skills, education, experience, physical). Possibly "Qualifications" but we can combine. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real specific content. So we can have:

About the role

... description summary ...

Responsibilities

  • ... list of essential functions ...

Requirements

maybe split into Skills and Education etc. Could have

Skills

and

Education and Experience

and

Physical Requirements and Work Environment

. The instruction says prefer a few substantive sections over many thin ones. But we can still have multiple if they have content. However we can combine skills, education, experience into one Requirements section. Physical requirements could be part of Requirements as well. But we could separate if we want. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine into one Requirements section covering skills, education, experience, physical. That's okay. We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. There's none. We need to preserve all substantive information. So we need to include all details from description summary, essential functions, requirements (skills, education, experience, physical). Ensure we don't miss any. Let's extract: Description Summary: "Assumes a lead role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures. Handles all calls that are escalated up to the “lead level”. This position will always act in the capacity of the department lead and will be responsible for but not limited to; performing opening and/or closing duties of the call center, leading call center reps to perform at the highest standard of performance by leading by example, taking phone calls, resolving member concerns and ensure staff is always productive. The Call Center Lead at times will be attending meetings on behalf of the Call Center Manager." Essential Functions list (many bullet-like sentences). We need to convert each to
  • . Let's list them: - Responsible for processing Verification of Deposits, Data Change, and letters to and from members. - Train, coach and develop all levels of call center representatives. - Responsible for conducting observations, completing evaluation forms and providing coaching and feedback on performance to all levels of Call Center Reps. This includes documenting in Paylocity. - Maintains a high standard of member service in the department and takes ownership of work. - Maintains a high level of productivity in the department. - Proactively cross-sell and refer member business referrals. - Knows and adheres to policies, procedures, and security controls. - Processes member requests and adjusts accounts when necessary. - Engage in ongoing training. - Contribute to regularly scheduled department meetings and team efficiency. - Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures. - Practice proper security and processing controls for negotiable items. - Ensure that all member requests via mail, electronic or phone are completed in accordance with established policies and procedures while proper records are accurately maintained. - Evaluate current department procedures and make recommendations for change and improvement. - Actively listen to resolve all member issues without assistance from manager. - Handles all calls that require a supervisor. - Authorized to approve and process cashier’s checks within limit. - Attends all Talent and Development classes needed for the lead role. - Must lead by example is all aspects of the job responsibilities. - Must handle a minimum of 85 calls per day, with an average “wrap-up” time of 40 seconds or less. - Adhere to the Call Evaluation form at a 90% or better score. - Works with Call Center Manager to learn all reports required by management. - Works with Call Center Manager to learn all aspects of running the department. - Must be able to adhere to a flexible schedule, including nights and weekends. - Perform other duties as assigned by the Call Center Manager. Note: Some sentences are repetitive; we keep as is. Requirements: Required Skills and Abilities: - Excellent telephone etiquette. - Exceptional communication skills both verbal and written. - Accuracy with numbers. - Detail-orientated. - Ability to work well under pressure with multiple projects and deadlines. - Proven ability to work effectively and cooperatively with public, supervisors and co-workers. - Must demonstrate proficiency in all current Call Center programs, such as but not limited to: DNA or current Core System, Talk Desk or current Phone System, Chat On-Line, Visa On-Line, Zelle, Payment by phone portal, Architect, Card Valet, Mobile Banking, Client Central, Experian, Paylocity. - Must be able to handle member escalations calls and resolve members issues. Education And Experience: - High school diploma or equivalent. - Must have at least four years recent financial institution experience, preferably in a Call Center environment. Physical Requirements And Work Environment: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Prolonged periods of sitting at a desk and working on a computer – 7 to 8 hours per day. - Light lifting, carrying, pushing and/or pulling objects up to 25 lbs. - Intermittent walking and bending. - General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels. - The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require. We need to include all that. The last two sentences about preceding list etc are maybe boilerplate but they are part of the posting; they are not EEO etc. Should we keep? They are generic but still part of description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Those sentences are not exactly boilerplate but they are generic disclaimer. Might be considered boilerplate? It's about physical demands and accommodations. That's likely part of the job description; we should keep. The sentence about preceding list not include all tasks... is also generic but part of the description; we can keep. We must not create Pay/Schedule/Benefits sections unless posting actually states them. There's mention of flexible schedule (nights and weekends) under Essential Functions. That's schedule info but not a dedicated Schedule section. We could include schedule info within Responsibilities or Requirements. But we should not create a Schedule heading unless there's explicit schedule details. The posting says "Must be able to adhere to a flexible schedule, including nights and weekends." That's schedule info. Should we create a Schedule section? The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state schedule info (flexible schedule). So we could create a Schedule section with that detail. However we also have schedule info inside Essential Functions. Might be better to create a Schedule section to avoid thin sections? The instruction: "Prefer a few substantive sections over many thin ones." If we create a Schedule section with just one sentence, that's thin. Might be better to incorporate into Responsibilities or Requirements. Since they said prefer few substantive sections, we should avoid creating a thin Schedule section. So we will not create a Schedule heading. We'll keep schedule info within Responsibilities or Requirements. Similarly, Benefits not mentioned. Pay not mentioned. Thus we will have three sections: About the role, Responsibilities, Requirements (including skills, education, experience, physical). We'll embed all details. We need to use
    • for any list of duties/requirements/benefits. For prose, use

      . So About the role: prose paragraph. Responsibilities: list. Requirements: we have multiple subcategories; we could still use a list for each bullet. Could also separate into subheadings? But we only have h3 for section headings; we could still have

      Requirements

      and then within that we could have

      ? Not allowed? Only h3 for section headings; but we could still use

      for prose and

      • for lists. We could break into multiple lists with headings? Not allowed to use other headings? The instruction only says use h3 for section headings (e.g., About the role, Responsibilities...). It doesn't forbid other headings, but to be safe we can just use

        for subheadings? Might be okay to use or something. But we can just have one big list under Requirements that includes all items (skills, education, experience, physical). That would be a long list but okay. We must preserve all substantive information; we can't lose any. So we need to include each bullet. Let's craft:

        About the role

        Assumes a lead role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures. Handles all calls that are escalated up to the “lead level”. This position will always act in the capacity of the department lead and will be responsible for but not limited to; performing opening and/or closing duties of the call center, leading call center reps to perform at the highest standard of performance by leading by example, taking phone calls, resolving member concerns and ensure staff is always productive. The Call Center Lead at times will be attending meetings on behalf of the Call Center Manager.

        Responsibilities

        • Responsible for processing Verification of Deposits, Data Change, and letters to and from members.
        • Train, coach and develop all levels of call center representatives.
        • Responsible for conducting observations, completing evaluation forms and providing coaching and feedback on performance to all levels of Call Center Reps. This includes documenting in Paylocity.
        • Maintains a high standard of member service in the department and takes ownership of work.
        • Maintains a high level of productivity in the department.
        • Proactively cross-sell and refer member business referrals.
        • Knows and adheres to policies, procedures, and security controls.
        • Processes member requests and adjusts accounts when necessary.
        • Engage in ongoing training.
        • Contribute to regularly scheduled department meetings and team efficiency.
        • Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
        • Practice proper security and processing controls for negotiable items.
        • Ensure that all member requests via mail, electronic or phone are completed in accordance with established policies and procedures while proper records are accurately maintained.
        • Evaluate current department procedures and make recommendations for change and improvement.
        • Actively listen to resolve all member issues without assistance from manager.
        • Handles all calls that require a supervisor.
        • Authorized to approve and process cashier’s checks within limit.
        • Attends all Talent and Development classes needed for the lead role.
        • Must lead by example in all aspects of the job responsibilities.
        • Must handle a minimum of 85 calls per day, with an average “wrap-up” time of 40 seconds or less.
        • Adhere to the Call Evaluation form at a 9

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