Contact Center Representative

WECU • Bellingham, WA

16h • Onsite

About The Position

WECU is seeking a Contact Center Representative to join their team. This is a full-time, on-site position in Bellingham, WA, requiring approximately 40 hours per week, with an alternating Saturday shift from 9:00 a.m. to 1:00 p.m.

Requirements

• High school diploma or general education degree (GED); plus 3-12 months’ related experience and/or training or equivalent combination of education and experience.
• Experience using Microsoft Word, Excel, and Outlook

Nice To Haves

• Relevant training in a credit union, bank or other financial institution is preferred but not required.

Responsibilities

• Provide the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-sell additional services, and make a personal effort to make members feel they belong and are important to the credit union.
• Employ sound judgment, maintains knowledge of and use decision-making skills, adhere to all standards on internal and external policies and procedures and applicable regulations.
• Respond and transact to members’ basic inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolve account discrepancies, and assist members to make the most effective use of services offered by WECU.
• Execute basic member communication through email, DocuSign, and mail within appropriate guidelines. Forward necessary correspondence to other departments and ensure that the other departments comply with the established guidelines.
• Provide basic support for members that need assistance with online banking, mobile banking, and bill pay.
• May assist in the training of new Contact Center Representatives as a Contact Center Representatives mentor.
• Interview members to obtain information and explain available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit in order in increase the member relationship. Refer members for other WECU financial services to ensure member satisfaction and consistently meet increased referral goals. Assist in sales and member service promotional efforts.
• Follows WECU’s policies and all applicable laws and regulations.

Benefits

• medical, dental, and vision benefits with premiums for employee coverage paid in full
• 401(k) retirement plan with an 8% annual contribution from WECU
• bonus plan
• two or more weeks of vacation
• up to 11 paid holidays
• paid life and disability insurance
• annual wellness benefit
• loan discounts
• professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED