Job Description - Call Center Representative

Are you passionate about exceptional member service and making a positive impact in your community? At Peninsula Federal Credit Union, we are more than just a financial institution, we are a team dedicated to living our mission: "To be the trusted financial partner within our communities." We invest in our employees through training, empowering them to help members with great products and services every day. If you are looking for a meaningful career where your work truly matters, we would love to meet you!


What We Offer:



  • A positive, member-focused work environment

  • Training and development opportunities

  • Competitive compensation and benefits

  • The chance to make a meaningful impact every day


What We Are Looking For:



  • Effective communication and interpersonal skills

  • A commitment to excellent member service

  • A team-oriented mindset

  • Previous customer service or financial experience is a plus


Essential Functions and Responsibilities


A Call Center Representative assists members and potential members with their financial transactions, questions, concerns and requests in a prompt, courteous manner. Accuracy is a must. Demonstrates a good understanding of a wide variety of products and services and identifies opportunities to help our members and prospective members succeed financially.


Knowledge and Skills


Experience One year to three years of similar or related experience.


Education (1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program


Communication Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.


Other Skills Must be accurate with numbers, managing files and records. Ability to operate general office equipment, such as computers, calculators, copiers, scanners, and possess computer keyboarding skills. Has a general understanding of Credit Union operations. Maintains confidentiality related to Credit Union operations and work-related information. Must have good communication skills.


Physical requirements Sedentary work: must be able to sit for long periods of time in a day (up to 9 hours), possess hand, wrist, and finger dexterity to use keyboard, phone, and calculator in a repetitive manner throughout your scheduled time, and the ability to view a computer monitor throughout your scheduled time.


Availability Must be available to work from 7:00 a.m. through 8:00 p.m. Monday through Friday, with some Saturdays and have a flexible schedule. May be required to work at other branches and have the ability to travel to those branches.


**Peninsula Federal Credit Union is an Equal Opportunity Employer.

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