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Jobs · OTHR · California

Customer Service Phone Representative (Temp to Hire)

Patelco Credit Union · Modesto-Merced Area · 4 days ago
OTHR$9/hrTemporary

Overview

Patelco Credit Union is a not-for-profit credit union founded in 1936. It is the 7th largest credit union in California with branches throughout Northern California. The credit union aims to support its members through various stages of life with financial planning and advocacy.

Responsibilities

  • Deliver exceptional service to both internal and external members, aligning with the credit union's mission, vision, and values.
  • Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures.
  • Aid members with phone inquiries on accounts and loans.
  • Process member requests over the phone such as payments and transfers.
  • Actively listen and seek to understand member financial needs, questions, and concerns.
  • Note systems of record for each interaction and create service requests as needed.
  • Help members with troubleshooting basic online banking and mobile issues including user ID and password resets.
  • Identify needs and offer products and services that improve the financial well-being of our members.
  • Understand and comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures.
  • Perform other duties as assigned.

Qualifications

  • One or more years of customer service experience (preferably in financial institutions or contact centers).
  • Bilingual (English/Spanish) skills are a plus.
  • Strong customer service skills.
  • Strong commitment to consistent attendance and punctuality.
  • Proficient on PC, MS Office Products, and email.
  • Business professional verbal and written communication skills.
  • Detail oriented, well organized, a team player, and self-starter.
  • Ability to work efficiently in a fast-paced call center.
  • Minimum of a HS Diploma/GED.

Target Base Pay

$22 / hour

Compensation

At Patelco, please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

What We Offer

  • Physical Health: Exceptional Medical, Dental, Vision, and Life Insurance benefits.
  • Rewards for completing wellness related activities.
  • Financial Health: Competitive compensation packages with bonus opportunity, 401(k) with 3% Safe Harbor and 5% employer match, discounts on loan products, and tuition reimbursement.
  • Emotional Health: Employee Assistance Program (EAP).
  • PTO for part-time and full-time positions.
  • Paid holidays.
  • Personal Development: On-the-job training and skills development, internal transfer opportunities for career growth, and volunteer work.

Equal Opportunity Employer

Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

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