About The Position

The Member Contact Center Representative I provides exemplary service to Credit Union members through phone, email, web channels, mail, and facsimile. Under general supervision, the representative handles member-service tasks such as deposits and withdrawals, reviewing account information and credit or card transactions, processing loan payments, and providing basic online banking support. The role supports the Credit Union’s depository and lending products and works toward established cross-sell goals. Representatives generally spend the day handling calls in a queue and must adhere to assigned schedules to meet service standards. The position focuses on delivering a positive member experience and representing Nuvision Credit Union professionally. It requires confidentiality, attention to detail, accuracy, sound judgment, tact, and collaboration with members and colleagues. The role includes opening and maintaining member accounts, identifying member needs and appropriate solutions, and recommending relevant products and services. The position is remote and full-time. A sign-on bonus may be available to eligible external applicants.

Requirements

  • At least 1 year of retail experience with a proven track record of meeting or exceeding service and sales goals.
  • Basic understanding of financial products and services.
  • Professional verbal communication skills and etiquette.
  • Computer proficiency, including Microsoft Word, Outlook, and Excel; ability to use remote signing and operate a webcam.
  • Excellent follow-up skills.
  • Strong interpersonal skills, including the ability to listen effectively, understand, and anticipate member needs.
  • Excellent written communication skills, including email grammar and spelling.
  • Member-service and organizational skills.
  • Ability to work well with other departments as a team player.
  • Genuine interest in helping members through meaningful conversations, with an empathetic and caring nature.
  • Willingness to make a difference.
  • Personable and professional demeanor.
  • High school diploma or equivalent.
  • Must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future.

Responsibilities

  • Provide efficient and timely member service by phone, mail, and facsimile, as applicable.
  • Complete basic member-service transactions with quality and accuracy.
  • Consult with members, identify needs, offer solutions, and follow up on pending transactions.
  • Hold meaningful conversations with members in person or by phone.
  • Recommend appropriate products and services, including ancillary products.
  • Open new member accounts, including savings, checking, money market, trust, certificate, and IRA accounts, and complete required forms and agreements.
  • Perform account maintenance, including address and name changes, updating account setup, joint owners, and beneficiaries, closing accounts, processing deceased accounts, and providing notary services.
  • Identify and report suspicious behavior or suspected fraud activity.
  • Complete required training and compliance modules.
  • Treat members and co-workers with respect.
  • Support and participate in continuous improvement activities.
  • Represent the Credit Union positively and professionally.
  • Maintain confidentiality of member and other sensitive information.
  • Perform other related duties as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Flexible Spending Account
  • 401(k) matching
  • Paid time off
  • Training provided
  • Tuition reimbursement
  • Sign-on bonus for eligible external applicants
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