Banking Call Center

Location: Sunnyvale, CA

JOB SCOPE/DUTIES:  This position handles a variety of member service calls in a prompt, courteous and professional manner including calls that require problem resolution. Answers or obtains answers to member questions regarding accounts, loans and/or credit union products and services, in particular digital banking. Recognizes and offers members product or service options to best fit the member’s needs. Resolves or escalates complaints through appropriate channels. Processes member requests including funds transfers, stop payments, change of address, official check requests, order/block/replace plastic cards, check orders, check or statement copies, basic adjustments, etc. Performs other duties and assignments including administrative, special projects and supports general Call Center functions.


EXPERIENCE/MINIMUM EDUCATION REQUIREMENTS: Normally requires an Associate’s Degree plus 1 to 3 years of financial institution experience. Must have research/analytical abilities, time management, and problem solving skills.


Must have excellent written and verbal communication skills. Attention to detail with high rate of accuracy is required.  Self-motivated with the ability to multi-task and work well under pressure with moderate to no supervision in a fast paced environment.  Ability to learn programs quickly and operate multiple software programs concurrently.