$40K-55K a year
Provide expert guidance and support to members regarding financial products and services through multiple communication channels while maintaining accurate records and collaborating with internal teams.
At least 2 years of customer service experience in financial services, strong communication and multitasking skills, proficiency with CRM software, and a customer-focused approach.
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 with account management, transactions, and problem resolution. - You will collaborate with internal teams to ensure member needs are met promptly. - You will document member interactions and maintain accurate records. - You will identify opportunities to promote additional services that benefit members. - You will stay updated on industry trends and Monterra’s offerings to provide informed 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, preferably in financial services. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written. - Ability to multitask and manage time effectively in a fast-paced environment. - Proficiency with CRM software and Microsoft Office Suite. - A customer-centric mindset with problem-solving abilities. Bonus Points If You Have: - Experience working in a hybrid or remote contact center environment. - Certification in financial services or customer service excellence. - Bilingual abilities, especially in Spanish or French. - Familiarity with credit union operations and regulations. 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 involvement 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!
This job posting was last updated on 9/18/2025