Credit Union Call Center Representative I

Sierra Central Credit Union
Yuba City, CA
Credit Union Call Center Representative I Location Yuba City, CA :

***THIS IS AN ON-SITE ROLE IN YUBA CITY, CA

Summary : Takes a team role in the department to maintain a positive working environment and provides the best possible member service while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures.

Essential Functions

  • Proven telephone etiquette.
  • Ability to work well under pressure with multiple projects and deadlines.
  • Working time is spent as follows:
    • 90% of total working time is spent on the phone using the following equipment:
      • Headset
      • Computer
      • Printer
    • 10% of total working time is spent:
      • Researching member questions.
      • Preparing and mailing member correspondence.
      • Posting incoming mail.
  • Must be able to perform the following functions: Continuous sitting or standing for up 7 hours per day, intermittent bending and walking for 1 hour per day.
  • Must be able to perform light work lifting, carry and/or pushing objects up to 25lbs.
  • Must work well under pressure, meeting multiple and sometimes conflicting deadlines. Must always demonstrate cooperative behavior with colleagues and supervisors. Must be able to follow a flexible schedule.

Duties and Responsibilities :

  • Maintain a high standard of member service in the department.
  • Takes ownership of work.
  • Maintain a high level of productivity in the department.
  • Practice proactive selling.
  • Know and adhere to policies, procedures, and security controls.
  • Processes member requests and adjusts accounts when necessary.
  • Engage in ongoing training.
  • Contribute to regularly scheduled department meetings and team efficiency.
  • Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
  • Practice proper security and processing controls for negotiable items.
  • Responsible for timely processing of mail, email action requests and inter-office courier bags.
  • Ensure that all mailed information is complete and in accordance with established policies and procedures and proper records are accurately maintained.
  • Evaluate current department procedures and make recommendations for change and improvement.
  • Must be able to actively listen to resolve most minor member issues without needing assistance from supervisor.
  • Perform other duties as assigned by supervisor.
  • High school diploma or equivalent.
  • Excellent telephone and communication skills.
  • Accuracy with numbers. Detail-orientated.
  • Proven ability to work effectively and cooperatively with public and co-workers.
  • Must demonstrate proficiency in all current Call Center programs, such as but not limited to,
  • Teller Navigator or current Core System, Shore-Tel, or current Phone system, Chat On-Line, Visa On-Line, SWBC On-Line Payments, Architect, Zelle, Card Valet, Mobile Banking, Client Central, etc.
  • Must be able to adhere to a flexible schedule, including nights and weekends.

Salary: $18.46 - $19.68

Posted 2025-11-07

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