Customer Service Phone Representative (Temp to Hire)

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you.

Our phone representatives are passionate about providing superior service and financial solutions via calls, chats and emails. They demonstrate genuine compassion and care for our members and respect every member's journey towards financial health. The primary purpose of this role is to deliver outstanding service to both internal and external (customers) members via the phone.

This is a Temporary/Contract position that could lead to Full-Time employment with us!

Our Class Start Date: May 20th, 2024

WHAT WILL YOU DO?

• Deliver exceptional service to both internal and external members, in alignment with the credit union's mission, vision, and values.
• Maintain thorough knowledge of Patelco products, services, fees, policies, and procedures.
• Assist 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.
• Notate systems of record for each interaction and create service requests as needed.
• Help members with troubleshooting basic online banking and mobile errors/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.
• And more...

• One or more years of customer service experience (preferably financial institutions or contact centers).
• Ability to work flexible hours within Hours of Operation of Monday-Friday 7:30AM-7:00PM and Saturdays 7:30AM-4:00PM Pacific (Saturday rotation available)
• Bilingual (English/Spanish) skills are a plus
• Have strong customer service skills.
• Strong commitment to consistent attendance and punctuality.
• Be proficient on PC, MS Office Products, and email
• Business professional verbal and written communication skills.
• Be 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

$18 / hour

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 wide range of medical, dental, vision, financial, and other benefits.

If converted to a Full-Time Patelco employee, Patelco offers:

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
• 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
• Volunteer work

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

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