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Member Service Center Representative (call Center)

Assist members with online and mobile banking technical support and inquiries
Napa, California, United States
Junior
$23 – 31 USD / hour
yesterday
Redwood Credit Union

Redwood Credit Union

A member-owned financial institution offering banking services to individuals and businesses in the North Bay and San Francisco areas.

2 Similar Jobs at Redwood Credit Union

Member Service Center Representative (Call Center)

Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, with experience working in a Call Center Environment and a strong focus on providing outstanding member service by performing a variety of member service duties. These duties are associated with teller transactions, opening new accounts, loan transactions, and cross selling Redwood Credit Union products and services.

Key Responsibilities:

  • Answer the telephone within established performance and service guidelines.
  • Complete phone transactions accurately and efficiently.
  • Disseminate and provide education of lending, CUSO, and membership information to callers.
  • Ensure problem ownership in an effort to protect the member experience by researching member problems, complaints, and questions. Responding with thorough, and accurate information through oral and/or written communication, or by directing them to the appropriate department or person for assistance.
  • Provide basic level technical support of our online and mobile banking platforms.
  • Deliver excellent member service by implementing credit union policy and departmental procedures and following RCU service philosophy and standards.
  • Attain individual and departmental goals and objectives as established in the MSC performance standards.
  • Cross-sells credit union products and services.
  • Demonstrate efficiency by maintaining professional control of member conversation, and follow accurate procedures.
  • Post and balance daily work and maintain proper documentation.
  • Utilize online manuals and knowledge repository as a resource.
  • Complete departmental and back-office tasks as assigned including typing routine letters and/or documents.
  • Compile data and complete work related to departmental reports.
  • Maintain files, post records, make and check routine calculations.
  • Perform all functions in a security conscientious manner.

Join us and discover why you'll love working at Redwood Credit Union!

About Redwood Credit Union (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

  • 29th largest credit union in the U.S. and the largest financial institution based in the North Bay
  • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial
  • Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
  • Recognized by Newsweek as one of "America's Best Credit Unions 2024"
  • Recognized by Forbes as one of "America's Best Small Employers 2023"
  • Voted Best Places to Work in the North Bay 20 years in a row
  • World-class Employee Engagement scores
  • Rated Superior in Service by more than 90% of members, surveyed by SF Gate
  • Industry leading Net Promoter Scores across the U.S.

Minimum Qualifications: Knowledge, Skills and Abilities:

  • Knowledge of modern office methods, practices, and procedures.
  • Skilled in operations of personal computer with Internet and Intranet access in a Windows environment.
  • Demonstrated member service skills.
  • Ability to cross-sell products and services to meet member needs.
  • Ability to make mathematical computations.
  • Ability to type 40 words per minute.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Must be able to work on Saturdays.

The ideal candidate has a combination of education and experience equivalent to a high school diploma or closely related field and two years call center, retail, or clerical experience in a customer service environment.

Compensation: Base starting range: $23.00 to $31.00 per hour commensurate with experience. (This position is also eligible for an 8% call center differential)

Redwood Credit Union offers a robust benefits package to our eligible employees including:

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement– Merit increase based on performance
  • 401(k) program with employer match
  • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

  • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
  • RCU employees are eligible for a 1% discount on all recreational or boat loan products
  • 2% discount off Visas and LOC Loans through RCU
  • 0% interest loan to support employees with various immigration-related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
  • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
  • 0% interest on garment, fitness, or home office equipment loan of up to $500
  • 100% financing for employee purchased homes!

Physical Requirements:

  • Ability to talk on the phone
  • Ability to stand, bend, stoop, sit, walk, twist and turn.
  • Ability to lift up to 15 pounds.
  • Ability to use a computer keyboard and calculator.
  • Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer.

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Member Service Center Representative (call Center)
Napa, California, United States
$23 – 31 USD / hour
Support
About Redwood Credit Union
A member-owned financial institution offering banking services to individuals and businesses in the North Bay and San Francisco areas.