Call Center Agent Job at Coastline Federal Credit Union in Jacksonville

Overview

Join to apply for the Call Center Agent role at Coastline Federal Credit Union.

This is an on-site position. At Coastline, we embody the mindset of "people helping people." We strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Call Center Agent.

We foster a work environment where Excellence, Fun, Unity, and Respect come together. We are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance.

Be part of a culture that drives success and makes every day fulfilling and enjoyable.

Responsibilities

• Deliver exceptional service through phone, chat, video, and co-browsing, assisting members with account inquiries, transactions, and digital banking support
• Guide and educate members on self-service tools and digital platforms to enhance their online experience
• Identify member needs and recommend tailored financial solutions, including loans, deposit products, and credit cards
• Cross-sell products aligned with member goals and organizational priorities
• Ensure accurate, compliant processing of all transactions and requests (e.g. BSA, OFAC, CIP)
• Stay informed on industry trends and contribute to innovation in service delivery
• Actively engage in virtual team initiatives and continuous improvement efforts
• Uphold compliance with all regulatory standards while promoting our core values: excellence, fun, respect, and unity

Qualifications

• Proficiency in PC skills and Microsoft Office applications; experience with digital communication tools including chat, video, and screen-sharing technologies
• The ability to navigate between multiple applications simultaneously in a fast-paced virtual environment
• Maintain strong productivity, accuracy, and adherence to quality standards in a metrics-driven digital service environment

Education and Experience

• Minimum of one year experience in customer service or sales within a financial service or call center environment
• High school diploma or equivalency required

Benefits

• Medical, Dental and Vision Insurance
• Paid Time Off
• Paid Holidays (13)
• 401k & Company Match
• Life Insurance, Short-Term and Long-Term Disability Insurance
• Incentive Plan
• Discount savings on movie tickets, theme parks and more

Equal Employment Opportunity

Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: Banking