$40K-55K a year
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, proficiency with CRM software, and adaptability to hybrid remote work.
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