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1st United Credit Union Linkedin · Posted 18d ago

Call Center Consultant II

Pleasanton, California, United States

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Let's get you a career.

We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Call Center Consultants assist members and potential members with their requests in a Contact Center environment. They accurately describe available member services, respond to problems, and direct contacts to the appropriate areas of the Credit Union when required while accurately recording information in computer systems that record member activity.

Primary Responsibilities:

  • Assists members and potential members with their inquiries received by phone, chat or e-mail
  • Answers questions regarding products and services and resolves problems
  • Identifies and presents to members suitable products to enhance the membership experience and member’s financial well-being
  • Ensures the appropriate records are maintained in the credit union’s systems and prepare reports as needed
  • Support departments outside of the department as needed

What You'll Bring:

  • One year to three years of similar or related experience
  • A high school diploma, GED, or equivalent
  • Excellent listening and telephone skills
  • A higher degree of confidentiality and discretion, requiring diplomacy and tact in communication
  • Be punctual to the assigned work schedules including break schedules
  • Must be available to work Saturdays

1st United Credit Union is an Equal Opportunity Employer

Hourly wages range from $23.00 to $27.00 per hour depending on experience. Wages listed are for grade 7. Hybrid schedule begins after training has been completed and ability to work independently.

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