CU Call Center Rep II
Los Angeles , California
November 23, 2017
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Job Summary

Supports the vision, mission and goals of the Credit Union by providing a broad range of products and services to members via inbound and outbound telephone contact. Assists members with financial service inquiries and cross sells products and services to increase the number of member relationships. Job Function: Assists Credit Union Members with problem resolution on member accounts and services. Processes member transactions and provides product and service information over the phone. Contributes to departmental goals by handling appropriate call volumes. Completes work with accuracy and efficiency. Achieves acceptable call observation results. Uses consultative approach in order to meet member's needs. Identifies and corrects member account issues. Provides suggestions for improving department and credit union operations. Assists the department by completing projects and reports related to the department. Provides back-up for the Back Offices Operations staff as necessary. Inputs basic loan information into system for processing. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals. Performs other duties as assigned.

Essential Job Functions

Assisting members via inbound calls – account inquiries and issue resolution. Performing outbound calls to follow-up on member inquiries. Performing other duties as assigned.

Physical Actions

Employees may experience the following physical demands for extended periods of time: View computer screen, up to 90% of the time. Sit for long periods, up to 90% of the time. Telephone communication, up to 90% of the time. Bending/stooping to lift up to 30 pounds occasionally, up to 5 % of time.

Physical Environment

Required job duties are normally performed in a climate-controlled office environment.

Education Requirements

High School Diploma Required

Experience Requirements

Minimum 1 year call center/phone customer service experience

Special Skill Requirement

  • Exceptional communication, organization, time management skills, and knowledge retention
  • Great interpersonal skills and phone etiquette
  • Ability to multi-task and keen attention to detail
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.

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