Contact Center Representative
CurrentI am first point of contact for all branches and all departments with Seattle Credit Union. We must have knowledge of commercial lending, mortgages, branch information, and know which departments to transfer members to depending on their needs. At times like this we are very busy and have an extremely high call volume coming in the contact center daily, due to the virus outbreak. My day consists of greetings the members, transferring funds between the member's account and member to member accounts (with accurate verification procedures), updating addresses and profile information for the main system and online banking, reading member's previous notes and depending on the account restrictions knowing what they can or can not do with their accounts, transferring calls and taking messages, sending emails and instant messaging, keeping up with our daily contact center goal of referring members for affordable insurance/ meeting our monthly goal that helps with our personal and group goals, referring products to members (only if it best suits their needs and wants), making sure to inform members of policies and procedures that are on the website and forwarding their disclosures (as needed), adding and confirming beneficiary information, and a plethora of other duties, all while keeping our personal and group stats in good standing.