Call Center Representative

Job overview

The Call Center Representative role is onsite in Tampa, FL; compensation is not specified. The position supports Trax Credit Union members by providing information and service about the credit union’s products and services. The representative resolves routine account questions and concerns, explains policies and products, and recommends services when appropriate. The role helps members access account support and build long-term financial relationships while protecting confidential information and following regulatory requirements.

What you'll do

• Provide member service and information by telephone or correspondence
• research and resolve routine account questions, problems, and complaints
• maintain knowledge of credit union policies, interest rates, and basic loan policies
• cross-sell products and services
• assist members with PC access
• maintain confidentiality
• comply with regulatory requirements including the Bank Secrecy Act. Receptionist duties may also be shared.

What we're looking for

Skills & competencies

call center representative

member service

credit union

account support

telephone support

product recommendations

tampa fl

trax credit union

full-time

high school diploma or equivalent

financial institution experience

call center experience

Work arrangement

• Weekend coverage required

Why this role

The position may also share receptionist duties.

About the employer

Trax Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.