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Call Center Representative

We are seeking a candidate who enjoys being of service to customers, possesses excellent communication skills and has the ability to cross-sell products and services for our Call Center Representative position in downtown Sacramento. 

Our Call Center Representatives work a fixed schedule, which allows you the work/life balance you need.  The selected individual will be scheduled to work 37 hours/week as follows:

Monday           off

Tuesday           8:30am – 5:30pm

Wednesday      8:30am – 5:30pm

Thursday         8:30am – 5:30pm

Friday              8:30am – 5:30pm or 9:00-6:00 pm

Saturday          9:00am – 2:00pm


Summary of responsibilities:

  • Identify the financial needs of the member and suggest Credit Union solutions.  Refer member to designated staff for assistance.
  • Make outbound calls on select groups to measure member satisfaction or to enhance our relationship by sharing our benefits, products, and services that the credit union has to offer.
  • Take loan applications and enter into financial platform system.
  • Provide a broad range of credit union services to members via telephone, such as loans, online banking, credit card, checking, bill pay and other services and products.  Utilize Language Line as necessary.
  • Process updates to member status, changes to name, address and other pertinent information.
  • Perform quality control for certificate changes, check orders, member fax requests and signature verification.
  • Investigate and respond to member inquiries and concerns.  Perform transactions for members.
  • Set up periodic payments.  Process payroll set-ups, changes or deletions.
  • Perform certificate changes, check orders, check by phone.
  • Close accounts and determine reason for closure. Attempt to prevent account closure if possible. Enter closure code into the system.

Necessary Qualifications:

  • High School Diploma or G.E.D. and related work experience in a call center.
  • One year of banking/credit union experience is preferred.
  • Demonstrated ability to improve our members’ financial well-being via timely and relevant cross-sells.
  • General knowledge of credit union products and services, policies, procedures, laws and regulations.
  • Ability to operate computer, electronic banking, ten key and other office equipment, and perform accurate transactions.
  • Demonstrated effective telephone and communication skills.
  • Maintains good attendance record.

Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k), subsidized parking and more.

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