Part-Time Call Center Representative Corporate Office (Lawrenceville, GA)

About the Role

Direct the operations of a full-service, remote credit union facility, ensuring the branch meets financial, operational, service, and growth plans.

Responsibilities

• Process and close consumer loans in accordance with credit union policies and procedures.
• Assist members with opening accounts, researching issues, and cross-selling the credit union's products and services.
• Direct, develop, motivate, and counsel branch personnel; administer performance evaluations and recommend appropriate personnel actions.
• Monitor branch operating results relative to established objectives and ensure that appropriate steps are taken to correct unsatisfactory conditions.
• Maintain communications with Branch Administration; prepare and submit standard reports; attend scheduled management meetings.
• Represent the branch as appropriate in its relationships with members, sponsor organizations, suppliers, other financial institutions, and similar groups.
• Monitor all branch activities to ensure compliance with established credit union policies and procedures.
• Perform other related duties as assigned.

Performance Expectations

• Meet or exceed annual budgeted operating and growth plan; maintain/improve the financial stability of the branch.
• Maintain and develop a qualified staff sufficient to meet the needs of members.
• Keep management informed regarding key operating issues affecting the branch.
• Provide friendly, professional, and accurate service and support to all members and associates.
• Complete performance reviews within the prescribed time frame.
• Develop and maintain business partner relationships within the community.

Requirements

• Three to five years of similar or related experience.
• Education options:
  • 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 or on-the-job experience.

Skills

• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact.
• Other Skills:
  • Good communication skills for coaching and counseling staff.
  • Proficient 10-key calculator and computer keyboard skills.
  • A high degree of accuracy with numbers and when providing financial solutions to members.

Benefits

• Paid Time Off (PTO)
• Medical, dental, and vision insurance
• Long-term disability and basic life insurance
• Traditional and Roth 401(k) plans with company matching
• Optional life insurance
• Flexible spending account
• Tuition assistance

About the Role

Assist members with their financial transactions while providing friendly, accurate, and timely service.

Responsibilities

• Receive and process member financial transactions including deposits, withdrawals, transfers, and loan payments as directed by the member.
• Post transactions to member accounts.
• Welcome members to the branch and provide information about credit union services; direct members to the appropriate person/department to obtain specific information and services.
• Cross-sell credit union products and services.
• Perform miscellaneous tasks such as data entry, filing, and answering the phone.
• Balance cash drawer and daily transactions.
• Perform other duties as assigned.

Performance Expectations

• Provide friendly, professional, personalized service to members.
• Handle at least 100 transactions per day.
• Process transactions accurately.
• Balance cash drawer daily with minimal or no outages.
• Comply with all regulatory requirements and credit union policies and procedures.

Requirements

• One to three years of similar or related experience.
• A high school diploma or GED.

Skills

• Interpersonal Skills: Courtesy, tact, and diplomacy are essential. Work involves significant interaction with others to provide or obtain information, facilitate conversations, solicit cooperation, and build relationships.
• Physical Requirements: Must be able to lift 25 pounds at times.
• Other Skills:
  • Operate a 10-key calculator and computer keyboard by touch.
  • Attention to detail and high degree of accuracy with numbers and names.

About the Role

Perform a wide variety of sales and service transactions by phone, fax, or email.

Responsibilities

• Answer incoming calls and assist members with account inquiries.
• Review members' accounts to identify and recommend appropriate products and services.
• Complete account research and perform data entry to update and maintain member records.
• Solve problems accurately and follow through on resolutions.
• Act as liaison between members and other credit union departments.
• Work hand in hand with all back-office departments including: Operations, Loan Operations, Accounting, E-commerce/Card Services, Member Solutions.
• Support and contribute to the success of the department by providing effective and efficient member services.
• Navigate between multiple credit union systems (i.e., I-Power, Criterion, Client Workstation, etc.).

Schedule

Must be willing to work two or more Saturdays a month.

Requirements

• Prior customer service experience in the financial industry preferred.

Skills

• Ability to provide excellent member service over the phone/prior call center experience a plus.
• Excellent interpersonal skills and professional manner.
• Strong verbal and written communication skills.
• Ability to cross-sell products and services.
• Well-organized and attentive to details.
• Ability to multi-task and prioritize work in a fast-paced work environment.
• Strong computer proficiency with knowledge of Microsoft Office, Internet, and Email.
• Bilingual (English/Spanish/Bosnian) skills a plus.

About the Role

Part-time position providing exceptional member service at our Monroe branch.

Responsibilities

• Provide excellent member service with a smile and great attitude.
• Accurately process financial transactions for members including deposits, withdrawals, loan payments, and funds transfers.
• Balance a cash drawer.
• Identify opportunities to cross-sell credit union products and services.
• Assist members with service requests and provide general information concerning products and services.
• Perform other duties as assigned.

Requirements

• Excellent communication skills.
• Good with math and attention to detail.
• Previous cash handling and/or banking experience is a plus.

Benefits

• Paid time off (PTO).
• Traditional and Roth 401(k) plans with company matching.