Job Description

Who you are…
You are a champion of our organization and you set the tone by providing exceptional member experiences with every interaction. You bring your ‘A’ game by instantly building rapport with members to provide world-class service. You are extremely passionate about helping people with their financial success and guide yourself with a high level of integrity, always doing what is right.

 

A typical day might include the following...

Service members via phone assisting with account maintenance/transactions, online/mobile banking support, and general credit union inquiries, ensuring member satisfaction, and first contact resolution. 

Utilize appropriate systems to access and notate member accounts, ensuring confidentiality, and protecting the organizations values.

Distinguish when a call needs to be transferred or escalated, and set appropriate expectations when transferring calls to other departments.

Assist members with inquiries regarding the reporting of fraud/fraud claims, ordering of lost or stolen cards.  Educate members to protect accounts against fraud and how to recognize potential breaches and phishing scams.

Actively engage in team meetings and on-going training.

Perform other job-related duties as assigned.

 
This role might be for you if you have…

High School Diploma or GED

1 year(s) of customer service experience in a contact center required.

1 year(s) of experience resolving complex customer service issues required.

Ability to speak, read, and write in both Spanish and English.

Ability to provide outstanding customer service and interacting with customers in a service and sales environment. Displays passion, excitement, and optimism to work with our members.

Requires the ability to work with minimal supervision, and at times under very busy conditions with proficiency in typing, usage of multi-systems, and the ability to communicate highly effectively, both verbally and in writing.

Displays integrity by doing the right thing and make appropriate decisions.

Ability to maintain a professional and compassionate tone and demeanor when interacting with members and internal customers.

 
Bonus points if you have...

Experience with Cisco Agent Desktop, Keystone, or credit union/core banking systems.

1 year(s) of financial services experience.

 
About us...

We are considered leaders in the credit union space, and we are growing like crazy. We’ve got a culture focused on smarts, kindness, continual learning... and our people love it. A full 95% of our employees would recommend us to their friends. Come find out why!

We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.6

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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