Call Center Representative Sample Job Description Template

Call Center Representative Sample Job Description Template


Fulltime/Part Time

Are you a problem-solver who enjoys helping others and working in a fast-paced environment? If so, this Call Center Rep position at our [Insert location here] location might be perfect for you! This position offers a competitive starting wage of [$00.00 per hour], plus [benefits and possible incentives].

Company Description

[Insert company description here]

This section should briefly describe the history of your credit union, your values, and what it’s like to work there. Make sure to emphasise the work culture experienced by your employees.

Example: [Our Credit Union] has been serving our community for [over 50 years], not just through providing great financial services, but also through our numerous charitable activities. We have a reputation as being a great place to work. This is because we treat our employees the same way we treat our members. As an employee, you will be a valued part of the team. Our focus on service and goodwill are evident throughout our credit union.

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A Day in the Life of a Call Center Representative

As a call center representative, most of your day is spent on the phone or in online chats. There are usually members waiting to be served, so you don’t have to worry about bringing a book or knitting project to work. Our call center reps are never bored!

You assist members with basic financial transactions such as looking up account info, posting transfers, and taking loan applications. You answer questions about membership to both existing and potential members. You also have opportunities to utilize your product knowledge and recognize opportunities to cross-sell financial products and services to existing members. You are trained to handle as much as possible yourself, but need to forward some calls to your supervisors or other departments. As you grow in knowledge, you have opportunities to help out other reps as well.

While some callers require extra patience, most are appreciative of the excellent customer service you provide them--and you go home each day feeling good about the problems and challenges you’ve been able to help our members with.


  • High school diploma or equivalent
  • At least 2 years of customer service experience
  • Basic proficiency with computers and Microsoft Office

Customer service experience that included handling money or answering phones is preferred. Previous financial industry, call center, or consumer lending experience is a plus. We are always looking to hire representatives that are fluent in Spanish. You will need the ability to learn about and keep up to date on all credit union products and services; but don’t worry, we provide excellent training.

Do you enjoy working with the public in a fast-paced environment and have very good listening, speaking, writing, and decision-making skills? Do you adapt easily to new technology? Are you detail-oriented and good with numbers? Do you enjoy helping people? Would you love to chat on the phone all day, meeting new people all the time? If so, then you might just be a perfect fit for this job.

Work Schedule

[Add schedule here]

Are you ready to Join Our Team?

If you would like to be part of a productive, successful team. APPLY TODAY! Quick 5 minute application process.

Sample Job Description Template