Contact Center Specialist

Peak Credit Union•Portland, OR

1d•$17 - $26•Remote

About The Position

This position establishes professional and quality-based member relationships focused on meeting the financial needs of each member. Promotes a service culture by actively recommending all credit union products and services while effectively meeting the member’s needs via member phone calls. Acts as a liaison for the member and the credit union, in conformance with established policies and procedures. Assists members regarding their financial matters while promoting the credit union’s philosophy and objectives.

Requirements

Minimum six (6) months experience in a sales or customer service environment.
In-depth knowledge of credit union products, services, policies, procedures, and systems like Symitar, and awareness of competitor offerings.
Proficient in managing difficult customer interactions and resolving member issues effectively and courteously.
Excellent communication skills, including active listening, questioning, and maintaining positive relationships with members, co-workers, and management.
Proactive in seeking opportunities to assist members and co-workers, and in learning new information to enhance problem-solving and decision-making capabilities.
Ability to cross-sell products and services, effectively address member account issues, and maintain positive and professional member relationships.
Capable of setting and achieving program goals that align with the credit union's strategic plan, and managing work under pressure while meeting deadlines.

Nice To Haves

Experience in a Contact Center or financial institution preferred.

Responsibilities

Greets and welcomes members and potential members in a courteous, professional, and timely manner, providing exemplary service through the phone channel.
Gathers, processes, and records a variety of member transactions, including but not limited to withdrawals, loan payments, wire transfers, and money transfers, while maintaining up-to date knowledge of credit union products and services.
Answers member inquiries about statements, share withdrawals and loan payoffs.
Provides technical support for online banking, including service setup, troubleshooting, and self-help guidance.
Ensures member identification and security by following the Member Identification Program (MIP) and other established security procedures, including fraud detection and processing high-risk transactions.
Identifies and promotes sales opportunities by understanding and addressing member needs, introducing loan programs, and offering applicable products and services.
Works towards meeting production and referral goals, and participates in core Sales and Marketing initiatives by educating members on product features and benefits.
All other duties as assigned.