Contact Center Representative

Travis Credit Union Contact Center

Varying Shifts : Monday-Friday between the hours of 8 : 00am-7 : 15pm, Saturdays are required 8 : 45am-5 : 15pm Day off TBD

40 hours / week

100% Onsite at TCU Headquarters in Vacaville, CA. No Remote or Hybrid available.

Summary : The Travis Credit Union (TCU) Contact Center is responsible for professionally managing member service inquiries via inbound calls, emails, and live-chats in a high volume customer service environment. TCU Contact Center representatives actively understand the value of a great customer experience while expanding existing member relationships by identifying opportunities for additional credit union products and services.

Profile :

• Provides world-class customer support through all member support channels with a focus on first-contact-resolution and problem solving for account inquiries.
• Identify opportunities to deepen the member relationship by promoting and educating members around new products and services based on the member contact reason.
• Based on experience, manages product / service inquiries of a more complex nature, i.e. Certificates, Individual Retirement Accounts, etc.
• Follows up on member inquiries that are not immediately
• Follows proper Contact Center policies and procedures when handling different topics. Suggests improvements and changes to processes and policies to improve productivity and members' experience.
• Uses proven decision-making skills when handling exceptions to policies or procedures within assigned authority.
• Properly identifies, researches and resolves issues using multiple software applications.
• Participates in ongoing training programs and maintains up-to-date information and working knowledge of all Credit Union products, services, and promotions.
• Coach, mentor, or train less senior representatives, as needed

Required Skills :

Required Experience :

Associate Contact Center Representative : Minimum 1 year credit union / banking customer service experience and / or inbound call center experience.

Compensation : Starting salary is commensurate with experience. In addition to our competitive benefits, this opportunity with Travis Credit Union has a range of :

Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education / training, and key skills.

At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!

Travis Credit Union is an Affirmative Action Employer

EOE / Individual with Disability / Veteran Status