Part Time Contact Center Specialist
Stanford Federal Credit Union
- Pay
- $29 to $32
- an hour
- Location
- Palo Alto, CA
- Work style
- Remote only
- Job type
- Part time
- Posted
- Oct 31
- 1 day ago
Career path
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About the company
Stanford Federal Credit Union
Banking · 51 to 200 employees
We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual yearning to make a difference, we need you on our team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University and some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach—95,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives!
What you'll do
- Assist members interacting with the credit union via phone, chat, secure messages and SMS
- Perform teller functions for members
- Identify products/services that might be beneficial to members and provide information
- Perform outbound escalation calls to ensure members’ urgent needs are met
- Resolve issues and make appropriate recommendations to help members avoid future issues
- Assist members in setting up and troubleshooting online services
- Connect callers with the appropriate resource to address their need
- Answer questions and resolve complex problems on member accounts using all channels
What you need
- Assist members interacting with the credit union via phone, chat, secure messages and SMS.
- Ensure high levels of member satisfaction through excellent service.
- Perform teller functions for members (i.e., transfer funds between accounts and/or loan, stop payments, close and reorder debit cards, provide balances and transactions information, reissue and reset pin, process loan or credit card payments, etc.)
- Identify products/services that might be beneficial to members and provide them with information about our products/services and encourage them to upgrade their membership reward with SFCU (cross-telling/selling). Follow and achieve personal and department’s goals on a monthly, quarterly, and yearly basis.
- Perform outbound escalation calls to ensure members’ urgent needs are met within a timely manner.
- Resolve issues that may arise and anticipate the member’s needs and make the appropriate recommendations to help members avoid future issues in a polite and friendly manner.
- Cross-sell our various self-serve channels (online banking). Assist members in setting up and troubleshooting online services.
- Determine if direct assistance can be provided or connect the caller with the appropriate resource to address their need, minimizing the caller’s time and effort in resolving their concern.
- Answers questions and/or resolves complex problems on member accounts using all channels. This requires the ability to troubleshoot with the member online banking, mobile banking, bill payment services, and other methods of accessing credit union information.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the
- Patriot Act and the Office of Foreign Assets Control.
- Education: a high school diploma
Key skills
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Perks
- Employer 401(k) matching
- Employee recognition program
- Commute benefits
- Paid Sick Time
- Paid Vacation Time
- Paid Federal banking holidays
- Ongoing training and education
- Loan rate discounts
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