Monterra Credit Union

Compensation

Full Description

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!