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Monterra Credit Union

via Lensa

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Contact Center Advisor (Hybrid Remote)

Anywhere
full-time
Posted 9/18/2025
Key Skills:
Financial product knowledge
Customer service
Communication skills
CRM software proficiency
Problem-solving
Attention to detail
Bilingual (preferred)

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide expert guidance and support to members regarding financial products and services while ensuring a positive contact center experience.

Requirements

Minimum 2 years of customer service experience in financial services with strong communication and technical skills.

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 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!

This job posting was last updated on 9/18/2025

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