Call Center Service Representative (Phone Banker)
$41,600–$46,800 year
On-siteSanta Ana, California, United States
Job Summary
Relate favorably with members and colleagues while conveying information about accounts, policies, and services to build new relationships and referrals. Cross-sell additional products and services that meet member needs and resolve escalated issues across credit cards, fiduciary accounts, and intricate financial products. Meet and exceed goals for Member Survey Scores, productivity, and quality assurance on monitored calls while contributing to branch and organizational strategic plans. Must live within 50 miles of headquarters in Santa Ana, CA, and be willing to commute five days per week during training and the initial 30 days. Availability includes opening and closing shifts Monday through Friday (7:30am – 7:15pm) and two Saturdays monthly (8:30am – 2:30pm).
Required Qualifications
- Call center or banking experience to include knowledge of sales and service etiquette
- Possess the aptitude to exercise self-awareness, self-regulation, motivation, inspiration, empathy, and be service-oriented, utilizing influence in a positive manner
- Must be effective in written and oral communication, including the ability to speak and hear to give and receive instructions and information to others in person and over the telephone
- Computer knowledge and experience normally expected in professional environments, including Microsoft programs, Outlook scheduling, and the knowledge of how to navigate effectively on the internet
- Accurately performs mathematical calculations
- Must live within 50-miles of our headquarters office in Santa Ana, CA and be willing and able to commute into the office, five days per week, during the training and initial 30 days
- Must be available to work shifts ranging between 7:45am – 7:15pm, Monday – Friday, and two Saturdays per month 8:30am – 2:30pm
- Availability for opening and closing shifts Monday – Friday ranging between 7:30am – 7:15pm, and two Saturdays per month 8:30am – 2:30pm
Desired Qualifications
- Call center service experience within the financial industry
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