Multi-Channel Sales & Service Specialist

Description

Job Title:  MULTI-CHANNEL SALES & SERVICE SPECIALIST

At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!

Overview: 

Our Contact Center is seeking a dynamic Multi-Channel Sales & Service Specialist, who will be responsible for performing a variety of member service issues in a prompt and courteous manner. Acts as a Contact Center Service Specialist assisting members in the inbound queue as required. The right candidate will have a sense of urgency, the ability to handle complex transactions and problems, and oversee provisions of a full range of services to existing and prospective members. 

About You: 

· Customer Service: You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service.

· Teamwork: Your ability to encourage and exchange creative ideas, to provide practical solutions to problems, will be used to promote innovation.

· Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. 

What You Will Do:

• The core responsibility of the Multi-Channel Sales & Service Specialist is the effective and efficient introduction to the Credit Union’s products and services to members.
• Assumes responsibility for performing a broad variety of member services as a Telephone Service Specialist, Teller, or Financial Service Specialist.
• Responsible for offering and selling financial products and services to consumers in the community and assumes.
• Provides information to members on Credit Union accounts, products, policies, procedures, and programs.
• Ensures Teller functions are performed in accordance with established polices, standards, and security procedures are followed.
• Approves transactions, or gives overrides (within limits of authority) pertaining to verification of identity, funds availability, etc.
• Educate, promote, and sell credit union products and services that meet member financial needs, including acceptance and processing new products and services.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
• Completes required reports and records accurately and promptly.
• Assumes responsibility for related duties as required or assigned.
• Provides support to the Online Chatbots and Zelle users.
• Support Mobile app users and work with them on software updates
• Performs online users support and helps our members for any external funds transfers.
• Provides support for opening new memberships and for opening new accounts for new and existing members.

Requirements

What We Are Looking For:

· High school graduate or equivalent.

· Minimum of three (3) years of relevant professional experience in call center customer service.

· Ability to work well under pressure.

· General knowledge of Credit Union policies and procedures. 

· Advanced understanding of Credit Union products and services. 

· Ability to use a personal computer and related software applications including Microsoft Word or Excel. 

· Solid math skills and bookkeeping abilities. 

· User knowledge of Digital Call Center software, chatbot, and mobile apps.

· Bi-Lingual (Spanish speaking) preferred.

· Excellent communication and public relations skills. 

Key words: banking, credit union, call center, online banking, Chatbot, Zelle

Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

Equal Opportunity Employer – Veteran / Disabled

Drug-free workplace

Pay Grade Info:

To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State.  We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies.  Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.

The base pay range for this position is:  $26 - $33 hourly.

Perks Important to You:

Our Team Members enjoy the following rewards and benefits:

· Competitive pay

· Subsidized health care including medical, dental and vision

· FSA and HSA

· Company-Paid Life and A&D insurance

· Discounts on loans (must be a member)

· Paid Vacation, Holiday, and Sick time

· 401k Retirement Saving Plan with a 6% safe harbor employer match

· Educational Assistance Program and more!

About Us:

Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.

Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.