Call Center Representative
Job Details
Entry
Headquarters - Seattle, WA
Full-Time
High School Diploma or Equivalent
$18.25 Base+Commission/month
None
Day
Customer Service
Description

 

We are hiring a Call Center Representative in North Seattle! This position creates an exceptional member experience by discovering our member’s financial needs and offering products and services that will save them money, earn them more and make their lives more convenient. This position handles all aspects of the member experience in a high-volume inbound Call Center. The Call Center Representative processes transactions, educates members on alternate ways to transact on their accounts, establishes new member accounts and loans, and discovers and recommends additional products and services that would benefit members. Our Call Center Representatives experience an excellent work-life balance and are only scheduled Monday through Friday between the hours of 7:45 a.m. and 5:30 p.m., no weekends and 10 paid holidays off!

 

Who We Are. . .

Verity has been a local member-owned credit union offering a full range of financial products and services to our members since 1933. Verity means truth---and this guides our actions. Honesty may not be the easiest approach, but it is the right one. We are the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV), one of 54 financial institutions around the globe committed to a triple bottom line approach to our banking, which means that people, planet and prosperity are at the heart of everything we do.
 

We take pride in our work. Our mission and vision guide our daily activities, and we need motivated individuals to lead our success. Verity is committed to being a top employer in Washington and we are honored to be a 2019 National 101 Best & Brightest Company based on our employee's own reviews

We Believe. . .

  • Trust is earned each day.
  • Learning is lifelong; it never stops.
  • People come first, before the bottom line.
  • Community engagement propels us forward.
  • Teamwork is the foundation of our success.

 

ESSENTIAL JOB FUNCTIONS

  • Answers member questions and resolves problems with members’ accounts
  • Listens to members, identify their needs, and offer appropriate products and service
  • Assist in the onboarding of new members
  • Originate consumer loan, mortgage purchase and refinance applications
  • Processing and funding consumer loans
  • Provide referral assistance for investments and financial counseling
  • Increase penetration in all Verity products and services
  • Assists with the contact center operations, audits, and opening/closing procedures
  • Implements and maintains policies and procedures to maximize efficiency and ensure proper documentation
  • Adhere to established security procedures and compliance policies
  • Meet and exceed assigned monthly, quarterly, and annual goals
  • Identify issues of concern and contribute ideas toward the Credit Union vision
  • Off-hour events and commitments may be expected
  • Maintain knowledge of all state and federal regulations that are applicable to the transactions performed
  • Perform other job related duties as assigned

Schedule:

  • Our Call Center Representatives can expect to work 37.5 hours per week Monday - Friday between the hours of 7:45 a.m. and 5:30 p.m. 
  • You will not have to work weekends and will receive 10 paid holidays off
  • Attending the job during regular business hours is a requirement of this position
Qualifications

Education and Experience

  • Minimum of a High School diploma or equivalent. (required)
  • Bachelor’s degree in marketing, business, finance, communication, management or two to five years related experience (preferred)
  • Experience in sales/business development (preferred)
  • Experience in financial industry (strongly preferred)


Knowledge, Skills and Abilities:

  • Strong sales, cross-sales, networking and business development skills.
  • Strong and professional verbal and written communication skills.
  • Ability to interpret and analyze financial data.
  • Extensive knowledge of financial industry regulations and standards.
  • Ability to work independently and with a team
  • Ability to organize and prioritize work in order to meet deadlines
  • Strong sales tracking and reporting skills
  • Proficiency in Microsoft Office (Word, Excel, Outlook, Access)
  • Present positive and professional image to staff and members
  • Problem solving skills
  • Resourcefulness and ability to effectively meet Credit Union goals

 

PHYSICAL CONSIDERATIONS

Verity Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:
 

  • Effectively communicate with diverse staff, members, and vendors
  • Sitting or standing for long periods of time
  • Working on computers for a long period of time in an office environment
  • Ability to travel within a assigned market
  • Ability to lift and carry 50 pounds

 

Washington is an At-Will Employment State

Your employment is “at will”, meaning you are free to resign at any time, for any reason, with or without notice. Verity Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.

No statement or promise by a credit union representative or board member may be interpreted as a change in the “at will” policy, nor would it constitute an employment or other contractual agreement.

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