$45K-55K a year
Serve as the primary contact for members, providing expert advice on financial products and resolving inquiries efficiently.
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 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 when necessary. - You will maintain accurate records of member interactions and transactions. - You will collaborate with internal teams to improve service delivery and member satisfaction. - 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. - 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 advising. - 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 hearing from you!
This job posting was last updated on 9/14/2025