Why You Want to Work Here
Join a mission-driven financial institution where the contact center serves as a launchpad for long-term career growth. Many team leaders and branch managers began in this very role. If you're looking to build your career in customer service or banking, this is a fantastic entry point with clear upward mobility. The team offers strong mentorship, performance incentives, and a supportive environment for learning.
Responsibilities
- Serve as a point of contact for member inquiries via phone, email, and online tickets
- Make outbound calls to follow up on documentation or support requests (approx. 20 calls/day)
- Troubleshoot account issues and escalate when appropriate
- Maintain and update accurate member records and process service requests
- Cross-sell financial products and services when appropriate
- Perform administrative tasks including data entry, scanning, and general support
- Comply with all financial, regulatory, and security standards
Requirements
- 1–3 years of experience in customer service, administrative support, or a call center environment
- Previous experience in banking, credit unions, or financial services is a plus
- Must be detail-oriented, organized, and able to multitask efficiently
- Strong communication skills and a willingness to make product recommendations
- Must be comfortable working with numbers and able to pass a credit and background check
- High school diploma or equivalent required
- Ability to pass a series of assessments including typing, computer literacy, and aptitude tests
Onsite, M - F
$20/hr
