Call Center Representative

Horizons North Credit UnionWestminster, CO
$18 - $22Onsite

About The Position

As a Contact Center Representative, you will be the first point of contact for the credit union’s membership when they call or message the credit union, assisting members with financial transactions, educating members on credit union products and services, and building trusted, long-term relationships by assisting members with other financial functions.

Requirements

  • At least 6 months of customer service experience
  • High school diploma or equivalent
  • Customer service skills
  • Strong verbal and written communication skills
  • Active listening skills
  • Strong organization skills and exceptional accuracy

Nice To Haves

  • Work experience in a financial institution preferred

Responsibilities

  • Serving as a first point of contact to members calling and messaging the credit union, providing prompt, consistent, courteous, and personal service to members and teammates
  • Providing accurate and timely information to members on all credit union products and services, recommending solutions to meet member needs, and referring members to other credit union staff as appropriate
  • Processing a wide variety of financial transactions, involving: balance verifications, transfers and loan payments, establishing new accounts and making changes to existing accounts, and other financial transactions
  • Educating members on the use of automated services and tools such as online banking, eStatements, and bill pay
  • Verifying and processing check orders, processing returned mail, updating travel notes and other card records, researching card issues, taking action as necessary to resolve member concerns
  • Cross-training peers on member service policies, practices and procedures, as required or requested
  • Maintaining the security and confidentiality of all credit union documents, files, financial systems, currency, and member information; following security protocols to consistently validate for positive member identification via contact online or by phone; documenting and promptly informing immediate supervisor of non-compliance
  • Performing other related duties, including special projects, as required or requested
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