20 open positions available
Provide expert guidance and support to members regarding financial products and services while ensuring a positive and efficient member experience. | At least 2 years of customer service experience in financial services, strong knowledge of financial products, excellent communication skills, and proficiency with CRM software. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services. - You will assist members in resolving account issues and processing transactions efficiently. - You will collaborate with internal teams to escalate and resolve complex member concerns. - You will maintain accurate records of member interactions and transactions. - You will contribute to continuous improvement initiatives to enhance member service quality. - You will stay updated on industry trends and Monterra’s product offerings. What You Bring: - You bring at least 2 years of experience in a contact center or customer service role within the financial services industry. - You have strong knowledge of financial products such as loans, credit cards, and savings accounts. - You possess excellent communication and interpersonal skills. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. Bonus Points If You Have: - Experience working in a hybrid or remote contact center environment. - Familiarity with credit union operations and member service standards. - Additional certifications in financial services or customer service. - Multilingual abilities to support diverse member needs. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at Monterra Credit Union’s website. We look forward to welcoming you to our team!
Provide knowledgeable and friendly assistance to members regarding financial products and services, manage inquiries, and support seamless member experiences in a hybrid remote contact center role. | Minimum 2 years customer service experience in financial services, strong communication and problem-solving skills, CRM proficiency, and ability to work independently in a remote setting. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra Credit Union fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering knowledgeable and friendly assistance regarding a wide range of financial products and services. This hybrid remote role offers flexibility while allowing you to contribute to a team that values outstanding member service and internal collaboration. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide accurate information about Monterra Credit Union’s financial products and services. - You will assist members with account transactions, problem resolution, and service requests. - You will collaborate with internal teams to ensure seamless member experiences. - You will document member interactions and maintain detailed records in the CRM system. - You will identify opportunities to promote additional products and services that meet member needs. - You will participate in ongoing training to stay current with product knowledge and service standards. - You will contribute to a positive team environment by sharing insights and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently in a remote setting while managing time effectively. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Previous experience in a hybrid or fully remote work environment. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and vision coverage. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture focused on collaboration. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services through multiple communication channels while maintaining accurate records and collaborating with internal teams. | At least 2 years of customer service experience in financial services, strong communication and multitasking skills, proficiency with CRM software, and a customer-focused approach. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met promptly. - You will document member interactions and maintain accurate records. - You will identify opportunities to promote additional services that benefit members. - You will stay updated on industry trends and Monterra’s offerings to provide informed advice. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written. - Ability to multitask and manage time effectively in a fast-paced environment. - Proficiency with CRM software and Microsoft Office Suite. - A customer-centric mindset with problem-solving abilities. Bonus Points If You Have: - Experience working in a hybrid or remote contact center environment. - Certification in financial services or customer service excellence. - Bilingual abilities, especially in Spanish or French. - Familiarity with credit union operations and regulations. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring a positive contact center experience. | Minimum 2 years of customer service experience in financial services with strong communication and technical skills. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services. - You will assist members in resolving account issues and processing transactions efficiently. - You will collaborate with internal teams to escalate and resolve complex member concerns. - You will maintain accurate records of member interactions and transactions. - You will contribute to continuous improvement initiatives to enhance member service quality. - You will stay updated on industry trends and Monterra’s product offerings. What You Bring: - You have at least 2 years of experience in a contact center or customer service role within the financial services industry. - You possess strong knowledge of financial products such as loans, credit cards, and savings accounts. - You have excellent communication and interpersonal skills. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. Bonus Points If You Have: - Experience working in a hybrid or remote contact center environment. - Bilingual skills, particularly in Spanish and English. - Certification in financial services or customer service. - Familiarity with credit union operations and regulations. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to careers@monterracu.com. We look forward to hearing from you!
Provide expert financial product guidance and exceptional member service through multiple communication channels while maintaining accurate records and collaborating with internal teams. | At least 2 years of customer service experience in financial services, strong communication and problem-solving skills, CRM proficiency, and ability to work remotely in a hybrid environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, savings, and credit services. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently in a hybrid remote setting. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Certification in customer service or financial advising. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of experience in financial customer service, strong communication skills, proficiency with CRM software, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment that values growth and member satisfaction. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services. - You will assist members in resolving account issues and processing transactions efficiently. - You will collaborate with internal teams to ensure member needs are met promptly. - You will maintain accurate records of member interactions and transactions. - You will identify opportunities to promote additional services that benefit members. - You will stay updated on industry trends and Monterra’s product offerings. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial industry. - Strong knowledge of financial products such as loans, savings, and credit services. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory requirements in financial services. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in the financial sector, strong communication skills, and proficiency with CRM software. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial sector. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Certification in financial services or customer service excellence. - Familiarity with compliance and regulatory requirements in banking. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to welcoming you to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and accurate record-keeping. | At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work in a fast-paced environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services to help members make informed decisions. - You will resolve member issues promptly, escalating complex cases to appropriate departments when necessary. - You will maintain accurate records of member interactions and transactions in compliance with company policies. - You will collaborate with team members and other departments to enhance service delivery. - You will stay updated on industry trends and Monterra’s offerings to provide current and relevant advice. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written, with a focus on active listening. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Experience working in a hybrid or remote contact center environment. - Certification in financial services or customer service excellence. - Bilingual abilities, particularly in Spanish and English. - Familiarity with compliance and regulatory requirements in the financial sector. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a collaborative and inclusive workplace culture that values diversity. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter outlining your qualifications and interest in the Contact Center Advisor role at Monterra Credit Union through our careers page or via email at careers@monterracu.com.
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient problem resolution. | At least 2 years of customer service experience in financial services, strong communication and technical skills, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will maintain accurate records of member interactions and transactions. - You will identify opportunities to promote additional services that benefit members. - You will stay informed about industry trends and Monterra’s offerings to provide up-to-date advice. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Certification in customer service or financial advising. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to careers@monterracu.com. We look forward to hearing from you!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service in a hybrid remote contact center environment. | At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work independently in a hybrid remote setting. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is crucial in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, savings, and credit services. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently in a hybrid remote setting. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Previous experience in sales or member engagement roles. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team and help us serve our members with excellence.
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in financial services, strong communication skills, and proficiency with CRM software. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional services that benefit members. - You will maintain up-to-date knowledge of industry trends and regulatory requirements. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Experience working in a hybrid or remote work setting. - Bilingual abilities, particularly in Spanish or French. - Certification in financial services or customer service training. - Familiarity with credit union operations and compliance standards. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in financial services, strong communication skills, proficiency with CRM software, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide accurate information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will identify opportunities to cross-sell and promote relevant financial solutions. - You will document member interactions and maintain detailed records in the CRM system. - You will collaborate with internal teams to resolve complex member issues. - You will stay updated on industry trends and Monterra’s product offerings. - You will contribute to a positive team environment by sharing knowledge and best practices. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote work setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory requirements in financial services. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work independently in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and compliance requirements. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently in a hybrid remote setting while managing time effectively. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance regulations such as KYC and AML. - Previous experience in sales or cross-selling financial products. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in the financial sector, strong communication skills, proficiency with CRM software, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional services that benefit members. - You will maintain up-to-date knowledge of industry trends and compliance requirements. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial sector. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, particularly in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory standards in banking. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and accurate documentation. | At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, savings, and credit services. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently and as part of a hybrid remote team. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Previous experience in sales or member engagement roles. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring a positive and efficient member experience. | At least 2 years of customer service experience in financial services, strong communication skills, and proficiency with CRM software. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products such as loans, savings, and credit services. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities to support diverse member needs. - Certification in customer service or financial services. - Familiarity with compliance and regulatory requirements in financial services. What We Offer: - We offer flexible hybrid remote work arrangements to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience to careers@monterra.com. We look forward to hearing from you!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient problem resolution. | At least 2 years of customer service experience in financial services, strong communication and problem-solving skills, proficiency with CRM software, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will maintain accurate records of member interactions and transactions. - You will identify opportunities to promote additional products and services that benefit members. - You will stay informed about industry trends and Monterra’s offerings to provide up-to-date advice. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably in financial services. - Strong knowledge of financial products, including loans, savings, and credit services. - Excellent communication skills, both verbal and written. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a remote work setting. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Previous experience in a hybrid or fully remote role. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community involvement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient problem resolution. | At least 2 years of customer service experience in financial services, strong communication skills, proficiency with CRM software, and ability to work effectively in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory requirements in banking. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to learning how you can contribute to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and efficient issue resolution. | At least 2 years of customer service experience in financial services, strong communication skills, proficiency with CRM software, and ability to work in a hybrid remote environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can grow and thrive. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond promptly and professionally to member inquiries via phone, email, and chat. - You will provide detailed information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met efficiently. - You will document member interactions accurately in the CRM system. - You will identify opportunities to promote additional products and services that benefit members. - You will maintain up-to-date knowledge of industry trends and Monterra policies. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union or cooperative financial institution. - Bilingual abilities, especially in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory requirements in banking. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and cover letter through our careers page at www.monterracreditunion.com/careers. We look forward to welcoming you to our team!
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and accurate record-keeping. | At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work in a fast-paced environment. | Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment where employees can thrive and grow. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering expert guidance on a wide range of financial products and services. Your role is essential in ensuring a positive member experience through effective communication and problem-solving. What You'll Do: - You will respond to member inquiries via phone, email, and chat with professionalism and accuracy. - You will provide detailed information about Monterra’s financial products and services to assist members in making informed decisions. - You will resolve member issues promptly, escalating complex cases to appropriate departments when necessary. - You will maintain accurate records of member interactions and transactions in compliance with company policies. - You will collaborate with team members and other departments to enhance service delivery and member satisfaction. - You will stay updated on industry trends and Monterra’s offerings to provide current and relevant information. - You will contribute to a positive team environment by sharing knowledge and supporting colleagues. What You Bring: - Minimum of 2 years experience in a contact center or customer service role, preferably within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written, with a focus on active listening. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Experience working in a hybrid or remote work setting. - Certification in financial services or customer service excellence. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in the financial sector. What We Offer: - We offer a flexible hybrid remote work schedule to support work-life balance. - We offer competitive salary and comprehensive benefits including health, dental, and retirement plans. - We offer ongoing professional development and training opportunities. - We offer a collaborative and inclusive workplace culture that values your contributions. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining Monterra Credit Union. We look forward to hearing from you!
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