Call Center - Member Contact Center Rep 2

Alaska, USA Arizona, USA California, USA Florida, USA Kent, WA, USA Nevada, USA Texas, USA Wyoming, USA Virtual Req #269 Thursday, June 1, 2023 We embrace passionate Team Members who consistently display our values : United, Informative, Approachable, Caring and Transparent.

We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs.

We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

The primary role of the Member Contact Center Rep II is to provide exemplary service to Credit Union via all manners and methods of contact, including but not limited to : phones, e-mail, web channels, mail, and facsimile.

Under minimal supervision, the MCC Rep II performs a wide variety of duties related to member service such as processing deposits and withdrawals, reviewing account information and credit / card transactions, processing loan payments, providing basic online banking support, etc.

This position supports all of the Credit Union depository and lending products and works to achieve cross-sell goals established by the Credit Union.

The representatives are generally on the phone in a queue the entire day and responsible for adhering to their assigned schedule to ensure member service standards are met and exceeded.

This role’s focus is the member experience and is expected to represent Nuvision Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members.

This means supporting the Credit Union goals and Core Values. They must maintain confidentiality with member information, pay attention to detail, ensure accuracy, demonstrate sound judgment, and act with tact and diplomacy.

Responsibilities :

• Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person, over the phone, or through written communication.
• Responsible for providing efficient and timely service to the membership via phone, web channels, e-mail, mail, facsimile, and in person as applicable.

Provides basic member service transactions, with quality and accuracy.

• Responsible for providing efficient and timely service to the membership via written communications channels (i.e. chat, secure home banking messages, email, etc.) as applicable.
• Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Performs various duties including but not limited to : Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA.

Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.

Recommends other products and services as appropriate from having conversations that matter with members.

• Performs a wide variety of account maintenance including but not limited to : changes of address, name changes, adding / updating account set up, adding / updating joint owners, adding / updating beneficiaries, closing accounts, processing deceased accounts and notary services.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Treats all co-workers and members with respect.
• Supports and participates in continuous improvement activities.
• Represents the Credit Union in a positive and professional manner.
• Maintains member and other sensitive information with confidentiality.
• Other related duties as assigned.

Qualifications :

• 2 year retail customer service experience, ton include at least 1 year financial institution experience with a proven track record in meeting and or exceeding service and sales goals.
• 3 years related experience with a proven track record in meeting and or exceeding service and sales goals preferred.
• Solid knowledge of deposit, loan and ancillary products / services (Trust, IRA, certificates, loans, etc.).
• Working knowledge of applicable law, regulations, compliance practices and Credit Union procedures.
• Strong phone skills including professional verbal skills and etiquette.
• Solid computer knowledge and proficiency in Microsoft applications (Word, Outlook and Excel), remote signing and ability to work and operate a webcam.
• Excellent follow up and Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Excellent Written skills (Email) Grammar and Spelling
• Member service and organizational skills
• Work well with other departments Team player
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Willingness to make a difference
• Personable and professional demeanor at all times.
• Home banking and Technical skills preferred

Education :

• High School or Equivalent
• Successful completion of all compliance related coursework
• Bi-lingual preferred

Website : nuvisionfederal.com / careers

Pay scale by applicable geographic location :

• Alaska : $18.47 - $23.09
• Arizona : $16.17 - $20.22
• Florida : $15.30 - $19.13
• Nevada : $16.57 - $20.71
• Southern California : $17.76 - $22.20
• Texas : $15.54 - $19.42
• Washington : $18.95 - $23.68
• Wyoming : $15.30 - $19.13

The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training / education, etc.

California Employee Privacy Notice :

Covid-19 Precaution(s) :

• Remote Interview Process (some positions vary)
• In-Person Interview required for Front-Line Positions
• Social Distancing and Mask Guidelines in place

Call Center Associate (Full Time / Part Time) Renewal by Andersen I Esler CompaniesAustin, TX What You'll Be Doing : You’ll speak with interesting people who contact us from our nation-wide omni-channel marketing program.

During your conversation, you’ll diagnose their window problems, delight them with kindness and schedule a convenient time for a Project Consultant to visit their home and calculate an exact price.

We're more family than business! Our business is thriving, and we need talented people to join our team. At Renewal by Andersen / Esler, we don’t just sell the best-known windows.

We do business With Love by caring for teammates and customers like family! Work / Life Balance : We can build a full time or part time schedule that fits your life and guarantee those hours every week! Get Promoted Faster : In 2022, we promoted 27 teammates! Earn More Money : Many teammates earned $50,000 - $60,000 in 2022 in this position! Work from Home : After one year in good standing, you’ll be eligible to work from home.

Family Culture of Care : Work with your friends and get paid out for your referrals! Company outings, contests, profit sharing, paid volunteer time, 3 : 1 charitable match, tuition reimbursement, free laundry and more!

WHAT YOU'LL BRING - THE PERSON

• The ability to work in a fast-paced environment and collaborate.
• The drive to hone your craft and consistently achieve goals
• A warm communication style and capable computer skills
• A positive attitude with the ability to multi-task
• Curiosity and willingness to learn and grow
• Attention to detail
• Weekend availability

WHAT'S IN IT FOR YOU - THE BENEFITS

• Medical Insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• Telehealth : 24 / 7 access to physicians
• Alight-Personal Health Advocate
• Prescription drug Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance / AD&D $50,000 Paid Coverage
• Additional Voluntary Employee & Spousal life insurance
• Short-term disability Insurance (STD)
• Long-term disability Insurance (LTD)
• Parental Leave
• Voluntary Critical Illness Insurance
• Voluntary Accident Insurance
• Teammate Assistance Plan
• Paid Volunteer Time
• 401k with 50% match up to 6% of your annual pay
• Tuition Reimbursement

QUOTES FROM OUR ANNUAL VOICE OF THE TEAMMATE SURVEY There are strong ethics in place at this company. Employees share in the success of the company with profit sharing.

Incentives are structured to reward hard work. This company provides empathy as well as workable options to more than provide understanding towards family living and life hiccups.

The company’s position, goals and aspirations are clear. Most important is transparency. Whether good or bad we know how the business is doing.

That is not the norm. Being able to be myself and work with people who care as much as I do is something I’ve never experienced.

Work isn’t supposed to be as fun as it is, but I work with awesome people that make me want to come to work on my best days and not dread it on my worst.

It's amazing. Esler Companies Renewal by Andersen received EIGHT Top Workplace Awards in 2022 for Compensation & Benefits Work-Life Flexibility Purpose & Values Leadership Innovation Professional Development Employee Appreciation Employee Well-Being.

Empowered to be Extraordinary. We believe in our people. And that's why we empower you to develop a career path that supports your unique voice and talents.

THE RENEWAL BY ANDERSEN ESLER COMPANIES STORY Renewal by Andersen is the full-service window-replacement division of 115-year-old Andersen Corporation, the owner of the most trusted family of window brands in America.

RbA was founded with a mission to redefine the industry and to offer a different and better window-replacement experience.

Renewal by Andersen has seven company-owned locations, and over 100 independently owned affiliates across the United States.

The Esler Companies is the holding company for a fleet of the top Renewal by Andersen (RbA) affiliates in Arizona, Colorado, Texas, Oklahoma, Greater Philadelphia, Southern New England, Southern Maine, Northern New Hampshire and a sales and marketing engine’ in Northborough, Massachusetts.

Esler Companies Renewal by Andersen is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members.

Take a look at life at Esler Companies Renewal by Andersen at

Job Description - Bilingual Call Center Representative (059068)

Your Future Starts Here!

Description

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.

Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve.

By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Customer Experience Specialist I (Bilingual) is responsible for delivering our vision and building relationships with our customers in a call center environment.

This position requires you to demonstrate leadership skills and genuine interest in contributing to the Woodforest culture and supporting the customers to achieve their financial goals while maintaining the trust of our customers and communities.

Key Responsibilities :

• Manage customer relationships in an inbound / outbound call center and work in a fast-paced environment that requires accuracy, use of critical thinking while multi-tasking, toggling between multiple systems and reaching resolutions in an efficient manner.
• Will be required to meet and / or exceed minimum performance standards and will be measured with incentive opportunities across multiple operational thresholds.
• Provides timely and accurate customer service support such as processing service requests and account updates, resolving issues, and providing information regarding banking products, policies, online services, and customer accounts.
• Actively identifies appropriate opportunities to market additional bank products and effectively cross sell products to meet the customer needs.
• Will be required to read frequent updates and learning material; and must be able to implement immediately into calls with accuracy.

Competencies Required :

• Ability to work within the operating hours and days for this position; demonstrate good attendance and punctuality.
• Ability to learn multiple banking systems, including Microsoft Word and Outlook.
• Knowledge of / or ability to quickly learn banking and lending products, services, policies, procedures, regulatory guidelines, as well as engaging in a sales and service process.
• Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
• Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
• Demonstrated ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
• Outstanding listening and communications skills, both written and verbal.
• Customer service orientation with effective problem-solving abilities.
• Ability to meet or exceed business goals and objectives, while fostering a team atmosphere.
• Comfortable receiving ongoing performance feedback and coaching.

Qualifications

Minimum Qualifications / Experience :

• 1+ years’ Customer Service experience required.
• 1+ years’ experience in a professional call center environment preferred.
• 1+ years’ experience in a financial services environment preferred.
• Fluent in Spanish (required).

Formal Education & Certification :

• High school diploma or equivalent.
Work Status :
• Full-Time.
• Full-Time.

Supervisory Responsibility :

None.

Travel :

5-10% - Negligible amount of travel expected.

Working Conditions :

• Professional call center environment with extensive use of telephone and personal computer. Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

Job Description

We are looking for a customer-oriented service representative. A customer service representative, or CSR, will act as a liaison, provide product / services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.

The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk.

Customer service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you.

Problem-solving also comes naturally to customer care specialists. They are confident at troubleshooting and investigate if they don’t have enough information to resolve customer complaints.

The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction.

Responsibilities

Manage large amounts of incoming calls Generate sales leads Identify and assess customers’ needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods / tools Meet personal / customer service team sales targets and call handling quotas Handle customer complaints, provide appropriate solutions and alternatives within the time limits;

follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers.

Generate sales leads Identify and assess customers’ needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods / tools Meet personal / customer service team sales targets and call handling quotas Handle customer complaints, provide appropriate solutions and alternatives within the time limits;

follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers.

Identify and assess customers’ needs to achieve satisfaction Build sustainable relationships and trust with customer accounts through open and interactive communication Provide accurate, valid and complete information by using the right methods / tools Meet personal / customer service team sales targets and call handling quotas Handle customer complaints, provide appropriate solutions and alternatives within the time limits;

follow up to ensure resolution Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers.

Keep records of customer interactions, process customer accounts and file documents Follow communication procedures, guidelines and policies Take the extra mile to engage customers.

Qualifications

• Proven customer support experience or experience as a client service representative
• Track record of over-achieving quota
• Strong phone contact handling skills and active listening
• Familiarity with CRM systems and practices
• Customer orientation and ability to adapt / respond to different types of characters
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• High school degree
• Location : Nationwide except CA, CT, MA, MD, NY, OR, WA, or WI

Additional Information

• Paid Training
• Paid Time Off
• Flexible Schedule
• Telehealth Care Plan
• Training & Development
• Advancement Opportunities
• All your information will be kept confidential according to EEO guidelines.

This is a 3-day-a-week hybrid position based in our office in Austin, TX. Summary : 360Connect is a growing B2B lead generation company that has been in business since 2005.

We are excited about 2023 and have extremely aggressive growth plans for next year as well. This is where you come in! We want to add to our Lead Processing team, which oversees the long-term, trusting relationships we have built with our customers.

Each of our Call Center Representatives is a supportive and strategic partner to our existing customers. Our ideal candidate will work on behalf of the business and the client, has experience working with external customers, is familiar with CRM software, and understands how to maintain and grow relationships.

Culture At 360Connect, we help our customers solve one of the most challenging problems in business acquiring new customers.

We do this by providing marketing in a box where we find, qualify, and deliver sales-ready prospects to our clients. On average, our customers see a $7-to-$15 return on every $1 spent on our service and rate us at 4.

5 stars on Google Reviews. As one customer said, 360Connect leads help put us on the 20-yard line...and every little bit helps these days! To learn more about us, check out our website at www.

360Connect.com. We have a diverse team of hard-working, fun-loving individuals. We believe in six core values which include : 1.

Do what it takes to deliver excellent results. 2. Bring a proactive, solution-oriented attitude. 3. Act with integrity and respect.

4. Communicate directly and honestly. 5. Do what you say you are going to do. 6. Always learn and try new things. We walk the talk on our core values at 360Connect.

The Austin-American Statesman has named us as a Best Places to Work for the last Nine years in a row. Does this sound like a place you would like to work?

We would love to talk to you! Responsibilities 360Connect is seeking highly motivated, responsible, organized, customer service-oriented individuals.

This role requires strong attention to detail. This position is currently hiring for morning and evening shifts. The schedule is Monday through Friday.

Type over 50 words a minute Ability to communicate effectively on the phone with proper grammar. Possess the interpersonal skills to meet with clients who may be upset by a situation.

1 year of customer service experience Ensure the timely and successful delivery of our solutions according to client needs and objectives that align with the 360 business model Ability to navigate the internet Expand the business relationship with existing clients and / or identify areas of improvement Prepare reports on account status Collaborate with internal team to identify and grow opportunities Job Requirements : 40hrs / wk Outbound Call Center Position to provide excellent customer service and confirm our customers’ product / service needs.

Job Type : Full-time Hourly rate : $15.00 per hour Benefits : Dental Insurance Employee assistance program Flexible schedule Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance Powered by JazzHR