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Call Center Representatvie 


This position provides phone and Internet assistance to members regarding their account relationships with the credit union.  This position provides members with a convenient access to a staff person that gives them personal assistance through automated channels.


Nature and Scope

This position provides quality service to our members within defined service standards for projected call volumes. This position is assigned to various workgroups based on call types. The call types are established to provide information and service to all areas of the credit union. This position more than any other in the credit union is required to have the most knowledge of all products and services. Employees must have demonstrated knowledge and sales performance before moving into the higher-level workgroups.


Specific Accountabilities

  • Provide quality customer service over the phone and internet
  • Educate, promote and sell credit union products based on identified needs.
  • Ability to continually learn about credit union products, services and promotions
  • Ensure that proper documentation is disclosed to applicant to comply with laws, regulations and policies that relate to credit union operations.
  • Recommend other credit union products (cross-sell) based on identified needs through the interview process. Typically 50% of this job’s requirements are cross selling.
  • Additional duties as assigned.



Knowledge, Skills and Abilities

  • Excellent telephone communication skills
  • Ability to handle multiple tasks
  • Ability to work in a fast paced team environment
  • General computer knowledge
  • Ability to diffuse an irate member
  • Problem solving skills
  • Understanding of credit union products, services and promotions
  • Ability to listen to the members needs and/or concerns
  • Personal integrity and reliability
  • Eligibility to be bonded
  • Ability to adapt to non-traditional work schedule/hours
  • Ability to incorporate AFCU performance attributes in daily work activates


Position Requirements


Education and Experience

  • Past experience in a credit union call center preferred.
  • Past experience in a customer service related position preferred.
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Non-Exempt  
Location Allegacy Federal Credit Union - Headquarters  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade

This position is currently accepting applications.

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