Contact Center Representative

Credit Union of Georgia•Marietta, GA

About The Position

Credit Union of Georgia is seeking a Contact Center Representative to serve as the first point of contact for members through phone, email, and digital channels. The role handles inquiries, resolves account questions, assists with transactions, and supports smooth, positive member experiences. The successful candidate will bring strong communication skills, a service-oriented approach, and a commitment to building trust and strengthening member relationships. The representative delivers the Credit Union’s journEASE member experience—Engage, Ask, Solve, and Excite—while processing member transactions and maintaining accurate records. The role also promotes Credit Union products and services, follows applicable policies and regulations, and completes required training.

Requirements

  • At least 2 years of practical work experience.
  • High school diploma or GED.
  • Complete annual training modules, including cybersecurity, Bank Secrecy Act, and other compliance and regulatory requirements.

Nice To Haves

  • Cash handling and/or customer service experience is strongly preferred.

Responsibilities

  • Deliver the journEASE member experience—Engage, Ask, Solve, and Excite—in every member interaction.
  • Process routine transactions, including loan payments, transfers, and account updates, accurately and efficiently.
  • Assist with online banking issues, including password resets and troubleshooting.
  • Assist members with account closures, answer questions, and identify solutions to meet their needs and resolve concerns.
  • Process wire transfer requests accurately and in a timely manner.
  • Seek guidance from supervisors when appropriate and provide informed recommendations.
  • Complete required training and participate in scheduled training sessions with satisfactory performance.
  • Maintain current knowledge of Credit Union policies, procedures, and operational guidelines.
  • Promote Credit Union products and services by identifying member needs, cross-selling solutions, and generating referrals for auto buying services, mortgages, and Member’s Financial Services.
  • Comply with applicable state and federal regulations, including the S.A.F.E. Act and BSA, and maintain any required certifications or registrations.
  • Maintain accurate member information and documentation in Correlation-Keystone, including loan notes and account records.
  • Perform additional duties as assigned.
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