Call Center Administrative Support Specialist

    • Job Tracking ID: 512439-765281
    • Job Location: Dunedin, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: March 30, 2021
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:


Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturday’s.

Key Result Areas:

  • Provides prompt, friendly and accurate service to internal and external members.
  • Delivers personalized service that focuses on individual member needs.
  • Perform member maintenance as required.
  • Deliver problem solving solutions and perform research as needed.
  • Accountable for meeting productivity and quality goals.
  • Responsible for providing various communication and disclosures to members as required.
  • Responsible for instant issue and mailing of debit cards.
  • Performs regular audits on plastic inventory.
  • Receives, validates and processes wires.
  • Performs research and provides check copies and statement copies per staff or member requests.
  • Responsible for ordering and maintaining department supplies.
  • Processes and/or delivers department mail.
  • Process written/faxed account closure requests.
  • Supports processing of account changes i.e. adding POA, converting account to Trust.
  • Cross-trains and is able to perform Mailroom and Cards/Payments responsibilities.
  • Able to provide assistance with IRA requests.
  • Performs credit card balance transfers.
  • Provides back-up phone support when needed.
  • Maintains high level of procedural knowledge while participating in continuing education classes and shadowing other departments.
  • Represents the credit union in a courteous and professional manner.
  • Professional and efficient communications with all departments promoting synergy.
  • Maintains member confidentiality in all aspects of providing services to membership.
  • Accountable for meeting position goals.
  • Responsible for upholding all credit union ethical standards.
  • Responsible to know and uphold the Department’s Standards of Service.
  • Responsible to fit member (internal and external) interactions within our Brand Frame.
  • Perform other essential job functions as required or assigned.

Experience and Skills:

Education Required:

  • High School Diploma or G.E.D.

Experience & Skills Required:

  • 1-2 years of financial institution, clerical, or related experience required.
  • Intermediate computer skills
  • Microsoft Office products including Outlook
  • 10 key calculator
  • Data entry 30-45 WPM
  • Exceptional oral and written communication skills
  • Ability to identify and solve problems
  • Ability to multi-task
  • Organizational skills
  • Attention to detail
  • Good interpersonal skills
  • Professional demeanor
  • Ability to work independently
  • Self-utilization of resources
  • Self-motivated
  • Comfortable making decisions
  • Ability to work in a fast paced environment