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A bit about us:

Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.

Why join us?

Hourly rate
Benefits
PTO
401k

Job Details

This is a contract to perm opportunity responsible for assisting members and potential members with their financial needs (via any member channel, i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes
account transactions, resolves problems, and provides assistance and information regarding products and
services.

What you will do:
  • Assists members via phone, chat, email with financial transactions, opening and closing accounts, and applying for and
closing loans. Answers questions about products and services and resolves problems that are
within their authority to resolve through the internet and email, and through mail/fax.
  • Identify, sell, cross-sell opportunities and actively cross-sells products/services to members. Makes
outbound calls as needed to meet sales goals.
  • Ensures appropriate records are maintained and
required reports are prepared.
  • Follows all security and compliance policies and procedures.
  • Actively seeks opportunities to enhance knowledge of products and services as well as member needs and notify members of opportunities available to them through the Credit Union.
  • Provides support to the Training department with various projects and administrative
responsibilities. Produces reports, platform administrator and schedules training
  • Acts as liaison between members and various departments. Conducts thorough research to
trouble-shoot member issues and questions. Follows through on research and provides resolution
to members within company standards.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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