Contact Center Representative

Climb Credit Union • Arvada, CO

1d • Onsite

About The Position

Climb Credit Union is hiring for a Contact Center Representative who is responsible for assisting new and existing members with their financial needs. This is accomplished by interviewing members by telephone or in person, analysis of credit bureau reports; to identify financial needs and sales opportunities; initiate computer-based credit applications; analyze credit scores and makes routine business decisions; sells financial products and services to members; and answers member inquiries about Climb Credit Union products and financial services.

Requirements

• One to three years of similar or related experience.
• A high school education or GED.
• Previous experience with financial institutions.

Nice To Haves

• We value diverse experiences and encourage candidates who meet most, but not all qualifications to apply.

Responsibilities

• Provide quality member service through accurate and professional telephone and face-to-face conversations to include: opening new memberships by following the new account procedure, initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Climb Credit Union share, draft and loan products.
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration.
• Promote and educate members on the credit unions products and services based on members needs that are uncovered from member conversations.
• Accountable for meeting members needs and answering questions by maintaining a strong knowledge of products and services.
• Responsible for complying with policy and procedures documents as well as all financial regulations.
• Refers issues beyond their authority to the next level, along with their recommended solutions.
• Accurately input and maintain member loan/account information on computer system.
• Assures that appropriate records are maintained and required reports/tasks processed.
• Assist in the training of other employees.
• Share your knowledge to assists co-workers on effective practices, procedures and policies and provide meaningful member service.
• Perform profile and account maintenance updates per member request and obtain and scan required documents.
• Ability to analyze member credit reports and make financial recommendations to members to enhance their financial well-being.

Benefits

• healthcare
• dental
• life insurance
• 401(k)
• personal time off
• employee discounts on loans
• other perks
• 401K Employer match to 100% of 6% of your contribution
• Medical, Dental, Vision Insurance
• PTO (Paid Time Off) 2 additional personal days (Floating)
• VTO (Volunteer Time Off) 16 hours
• 11 Paid Holidays
• Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered
• Tuition Reimbursement
• Employee loan rate reduction
• Discounts on Climb Credit Union loans and services
• Financial Investment/Counseling
• Employee events throughout the year

What This Job Offers

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