Bilingual (English/Spanish) Call Center Representative

[VerityCUWestSeattle]

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 2020 National 101 Best & Brightest Company based on our employee’s own reviews for six years in a row now.

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
Please Note: If you feel you do not have all the qualifications and/or skills listed we still encourage you to apply.

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

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