Credit Union Contact Center Representative

The District Credit UnionAurora, CO
4dHybrid

About The Position

As a Member Services Contact Center Representative , you will be the first point of contact for members and potential members through phone, email, online banking, and other virtual channels. You'll assist with account inquiries, transactions, new account openings, and loan applications while delivering exceptional service and support. This is a full-time (40 hours per week), hybrid/remote position , following a minimum 30-day in-person onboarding and training period .

Requirements

  • Strong communication and customer service skills
  • Excellent time management, flexibility, and attention to detail
  • Experience with VOIP phone systems or contact center software
  • Working knowledge of Microsoft tools, including Excel, Planner, and Outlook
  • A positive, service-oriented mindset and a genuine desire to help others

Nice To Haves

  • Previous experience in a contact or call center and/or the credit union or financial services industry is preferred

Responsibilities

  • Assist members and potential members with inquiries and requests via phone, email, online banking tickets, and other remote channels
  • Complete transactions, new account requests, and loan applications using knowledge of credit union products and services
  • Identify opportunities to strengthen relationships through cross-selling and member education
  • Support problem and complaint resolution, escalating when necessary while maintaining ownership of the member experience
  • Maintain strict confidentiality of nonpublic member information and ensure accurate data and record management
  • Develop and maintain knowledge of credit union policies, procedures, products, services, and applicable regulations
  • Contribute to departmental and organizational service and performance goals
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