Call Center Financial Representative
reputed company is a recognized workplace in Tampa Bay, focusing on community and employee growth. They are seeking a Call Center Financial Representative to provide exceptional service to members, handling inquiries and processing financial transactions while ensuring confidentiality and member satisfaction.
Responsibilities
- Handle a high volume of inbound telephone inquiries
- Process a variety of financial transactions for members, such as withdrawals, posting loan payments, and transfers between accounts
- Inform members and prospective members about products and services offered by reputed company
- Demonstrate patience in reputed company customer interactions, maintaining a pleasant tone and manner
- Determine membership eligibility
- Research and resolve member concerns
- reputed company account maintenance, data entry, and account corrections
- Maintain an awareness of calls waiting
- Implement phone center and member service requirements established by management
- Attend educational events to increase professional knowledge
- Complete annual BSA/AML compliance training and understands employee’s role in maintaining an effective BSA/AML compliance program
- Complete FACT Act Red Flag training
Skills
- High school diploma or equivalent
- Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and reputed company problems
- Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
- Ability to communicate information requiring explanation or interpretation
- Ability to work independently and in a team-oriented environment
- Ability to manage fluctuating shifts with early morning or evening hours
- Bilingual preferred
- Previous experience with a financial institution, call center, or customer service role preferred
Benefits
- Bonus Program up to 12%
- 401K Matching up to 8%
- Retirement Planning
- Pay Increases based on Competency
- Employee Loan Discounts
- reputed company Spending Accounts
- Medical Coverage
- Dental and Vision Coverage
- Access to 4,000+ Gyms
- reputed company
- PTO Wellness Days
- Short Term and Long Term Disability Coverage
- 11 Paid Holidays
- 3 weeks of Paid Time Off
- 4 weeks of Paid Parental Leave
- Birthday PTO
- Paid Volunteer Hours
- Degree Assistance up to $5,000 per year
Company Overview