Job description
Monterey Credit Union, formerly Monterey Peninsula Navy Federal Credit Union, first opened its doors on October 23, 1968. Despite consistent growth, Monterey Credit Union hasn’t lost the personal touch nor the dedication and commitment to the people of Central California. Continued growth is primary evidence that the community continues to give Monterey Credit Union an overwhelming vote of confidence and support.
POSITION SUMMARY:
We are seeking a Call Center Banking Representative to work with our Member Services Team on Silver Cloud locality conveniently off highway 68 in Monterey. We offer an extensive benefits packet including up to 15 days of Paid Time Off, 3 sick days and 11 paid holidays a year. In addition, we have an extensive Medical Plan, Health Saving Account, Dental, Vision, Hospital Indemnity, Life Insurance and 401(k) matching program. We also offer a tuition reimbursement program that encourages our employees to continue their education. We will help you grow in your role, learn new skills to build a successful career within the credit union.
POSITION RESPONSIBILITIES:
Provide basic telephone assistance to callers consistently following the Telephone Interaction Model. Provide friendly and accurate information. Educate and offer MCU products to callers. Provide member technical support on MCU automated/electronic products.
- Answer incoming calls by consistently following the Telephone Interaction Model providing friendly and accurate information. Look for opportunities to offer and or educate callers on our products and services.
- Follow required steps to properly identify call to avoid violations of privacy and fraud. Able to detect and prevent Social Engineering. Detect and report scams or fraud.
- Provide technical support to members and staff on MCU automated services including Internet Banking, Telephone Banking, Mobile Banking and CheckCard services.
- Identify suspicious activity and report to management based on caller activity.
- Respond to member written queries via multiple messaging channels and after hour voicemail.
- Complete TS assigned duties as assigned accurately and in a timely manner.
- Learn, understand and comply with all relevant laws and regulations, including but not limited to: Bank Secrecy Act (BSA), Electronic Funds Transfers (Reg E), Privacy, Expedited Funds Availability (Reg CC), Truth in Savings (Reg DD).
- Other related projects as assigned.
EXPERIENCE: Minimum of one year of previous financial institution experience in a customer service.
SKILLS & PERSONAL CHARACTERISTICS: Must have good oral and written communication skills. Analytical, problem solving and initiative are required. Must be flexible to changes and have an attention to detail, organized and have the ability to meet regulatory and service deadlines. This position requires considerable discretion, judgment, tack, diplomacy and confidentiality.
Job Type: Full-time
Pay: From $18.70 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Monterey, CA 93940: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location
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