Educational Systems Federal Credit Union has a great career opportunity for an experienced Call Center Representative, to work in our Greenbelt, Maryland office.  The Call Center Representative is responsible for providing a variety of sales and service functions such as promoting the benefits of membership as well as the Credit Union’s products and services.  The incumbent would provide a variety of sales and service functions such as information on all Credit Union services by phone, email, fax  or mail and effectively cross-sell the products and services that meet the member’s specific needs.  Respond to questions and/or provide information, processes requests/transactions as appropriate and assist member and potential members in understanding and utilizing the Credit Union’s products and services.

Some Duties and Responsibilities:

• Provide routine information including eligibility for membership, types of Credit Union accounts, interest rates, current dividend rates, branch locations, office hours and telephone numbers.
• Research and respond to member’s requests, problems and complaints via phone or written request.
• Sell Credit Union products and services to new and existing members by asking the correct questions to determine which products and services best meet their need.  Complete the necessary paperwork, mail to member and follow up to make sure documents are received and that the member does not have any additional questions or concerns.
• Assist members with balancing their accounts, process member request for transfer shares, share withdrawals by check, line of credit advances, wire transfers, process stop payments, help complete relevant forms such as direct deposit and payroll deduction, and balance teller transactions.
• Prepare form letters to members concerning inquiries on transactions directly affecting their accounts.
• Assists members in signing up and using On-Line Banking and On-Line Bill Payer.  Process pending transactions.
• Provide credit references to credit bureaus, financial institutions and verify funds on member accounts via phone.
• Process request for photocopies of share drafts, monthly statements etc. Order and block plastic cards.
• Follow established policies and procedures to safeguard the call center computer system.
• Keep current on policies, procedures and changes pertaining to the call center department by using the Intranet/Internet and other training and information tools available.  Keeps abreast of changes in general policies and procedures, products and rates.
• Adhere to safety and security programs designed to minimize loss relating to fraud and robbery.
• Contribute to the effective Credit Union security by monitoring all call center functions insuring they are secure at all times.

Position requirement:

• High school diploma or equivalent (GED), Associate degree preferred. 
• Must read and speak Spanish fluently. 
• Minimum of two (2) years financial experience required.
• Must have experience selling and cross- selling products or services. Must be able to meet and or exceed sales goal. 
• Six (6) months call center experience preferred.
• Ability to perform routine mathematical calculations. 
• Ability to communicate effectively.
•  Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: computer, 10 key calculator, fax, copier, telephone, etc.
• Ability to lift a minimum of 15 lbs.

Starting Salary commensurate with experience.

We offer excellent benefits which include:

• A truly nice place to work
• Generous vacation and sick leave
• 9 paid holidays
• 3 health insurance plans with Carefirst BCBS
• Vision and Prescription plans
• Free dental insurance for employees
• Free life, and disability insurance
• Employer retirement plan contribution of 7%
• Tuition Assistance
• Flexible Spending Account
• And much more….

To apply, please send cover letter and resume to:https://home.eease.adp.com/recruit/?id=376357 

Educational Systems Federal Credit Union is an Equal Opportunity/Affirmative Action Employer

Greenbelt

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