About The Position

The Contact Center Representative provides service and assistance to members and potential members by telephone, identifies their needs and cross-sell opportunities, and shares expertise about credit union products and services. These include consumer loans, deposit accounts, online banking, research, ACH, and payroll processes. The representative is expected to have thorough knowledge of Climb Credit Union’s products and services, strong cross-selling skills, and a professional demeanor. This is a full-time, non-exempt position with an hourly rate starting at $21.00, depending on experience, education, and qualifications. The role requires bilingual English/Spanish skills and involves working in standard office conditions with low to moderate noise.

Requirements

  • Bilingual in English and Spanish.
  • One month to twelve months of similar or related experience.
  • High school education or GED.
  • Previous experience with financial institutions.
  • Ability to multitask and work with a sense of urgency in a high-volume environment.
  • Ability to work independently with little to no supervision.
  • Ability to work in a team environment.
  • Strong cross-selling skills and thorough knowledge of credit union products and services.
  • Professional demeanor.

Responsibilities

  • Perform member transactions accurately and efficiently, within authority and credit union guidelines and policies, while maintaining a good audit trail.
  • Identify cross-selling opportunities and offer products and services that benefit members.
  • Answer member questions about products and services and resolve problems within the role’s authority; refer issues beyond that authority to the next level with recommendations.
  • Maintain appropriate records and process required reports and tasks.
  • Provide respectful, pleasant, accurate, courteous, friendly, timely, and professional service to members and nonmembers.
  • Comply with credit union policies, procedures, and published directives in the Employee Handbook.
  • Perform other related duties as assigned.

Benefits

  • 401(k) with employer match: 100% match on the first 3% and 50% on the next 2.5%.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • Paid time off, including two additional floating personal days.
  • 16 hours of volunteer time off.
  • 11 paid holidays.
  • Employee assistance plan with wellness and mental health support, including eight free sessions.
  • Tuition reimbursement.
  • Reduced employee loan rates and discounts on Climb Credit Union loans and services.
  • Financial investment and counseling.
  • Employee events throughout the year.
  • On-the-job training programs.
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