Call Center Specialist

Robert Half • Hawthorne, CA • 1h ago

Description Your role as an Outbound Sales Advocate III As an Outbound Sales Advocate III at SkyOne Federal Credit Union, you will be at the forefront of member engagement, consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance. Your role not only involves cultivating and deepening member relationships through high-quality consultative service but also actively supporting team development by sharing best practices and reinforcing positive sales behaviors. You will be responsible for a variety of tasks, including processing transactions, updating accounts, opening new accounts, and handling loan applications-all while adhering to the Credit Union's rigorous service standards.

With a focus on outbound sales and exceptional service, you will contribute to business development efforts, ensuring that members receive value-added products and services that meet their specific needs, all within a supportive team environment that promotes accountability and innovation.

What Matters Most To thrive as an Outbound Sales Advocate III at SkyOne Federal Credit Union, you need a unique blend of skills and attributes that drive both sales performance and exemplary member service. Punctuality is essential, as daily attendance directly impacts team efficiency and success. You must possess excellent communication skills, handling outgoing calls with professionalism and courtesy while adhering to established guidelines.

A deep understanding of the credit union's financial goals and strategic direction will enable you to proactively support sales and service initiatives. Advanced knowledge of our products and services is crucial, allowing you to assess financial needs accurately and offer tailored solutions. Sales acumen is key, as you'll be expected to consistently exceed targets and model best practices for peers.

Additionally, proficiency in handling various transactions while ensuring compliance with relevant regulations is vital. Your ability to mentor new hires and engage in peer shadowing will further elevate team performance and contribute to a thriving service culture.

Qualifications

Minimum of 3 years' experience in a financial services call center.

Must be able to work onsite from the Dallas location 5 days a week and attend Credit Union sponsored community events based on business needs.

Strong cross-selling and telemarketing skills.

Excellent member service, interpersonal, written, and telephone communication skills.

Effective training, shadowing, and peer-mentoring skills.

Must have a high level of interpersonal skills to handle sensitive and confidential situations.

Ability to exercise discretion and sound judgment.

Must possess a superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization.

Strong organizational skills and ability to manage multiple priorities.

Strong knowledge and understanding of financial products and services.

Windows, Word, Excel, and Internet proficiency.

A high degree of confidentiality.

A positive, professional image within the workplace.

Effective verbal and written communication skills. Requirements Call Center Customer Service, Ethernet, Inbound Call Center, Basic Office Skills, Customer service software TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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