Job Description

Call Center Agent

This is an on-site position

At Coastline, we embody the mindset of "people helping people." Every day, 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. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable.

Essential Duties include:

• 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

Required skills:

• Proficiency in PC skills and Microsoft office applications, digital communication tools, including chat, video, and screen-sharing technologies is essential.
• 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:

• At least one year experience in customer service or sales in a call center environment required; experience in financial services is preferred.
• High school diploma or equivalency required.

Some of our Benefits include:

• 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

The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values.

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 .

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