Find your dream job faster with JobLogr
AI-powered job search, resume help, and more.
Try for Free
MC

Monterra Credit Union

via Lensa

Apply Now
All our jobs are verified from trusted employers and sources. We connect to legitimate platforms only.

Contact Center Advisor (Hybrid Remote)

Anywhere
full-time
Posted 9/14/2025
Key Skills:
Financial products knowledge
Customer service
Communication skills
CRM software proficiency
Problem-solving
Attention to detail
Adaptability
Microsoft Office Suite

Compensation

Salary Range

$40K-55K a year

Responsibilities

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

Requirements

At least 2 years of customer service experience in financial services, strong communication skills, proficiency with CRM software, and adaptability to hybrid remote work.

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 that values growth and teamwork. 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: - You have at least 2 years of experience in a contact center or customer service role, preferably in financial services. - You possess strong knowledge of financial products such as loans, credit cards, and savings accounts. - You have excellent communication skills, both verbal and written. - You are proficient with CRM software and Microsoft Office Suite. - You demonstrate problem-solving abilities and attention to detail. - You are adaptable and comfortable working in a hybrid remote environment. Bonus Points If You Have: - Experience with credit union operations or banking software. - Bilingual abilities to support diverse member populations. - Certification in customer service or financial services. - Familiarity with regulatory compliance in the financial sector. 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 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.

This job posting was last updated on 9/14/2025

Ready to have AI work for you in your job search?

Sign-up for free and start using JobLogr today!

Get Started »
JobLogr badgeTinyLaunch BadgeJobLogr - AI Job Search Tools to Land Your Next Job Faster than Ever | Product Hunt