$40K-55K a year
Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and compliance.
At least 2 years of contact center or 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 promptly and professionally to member inquiries via phone, email, and chat. - You will provide accurate information about Monterra’s financial products and services. - You will assist members with account management, transactions, and problem resolution. - You will identify opportunities to cross-sell and promote relevant financial solutions. - You will document member interactions and maintain detailed records. - You will collaborate with internal teams to resolve complex issues. - You will contribute to continuous improvement initiatives within the contact center. - You will maintain compliance with regulatory requirements and company policies. What You Bring: - You bring at least 2 years of experience in a contact center or customer service role, preferably in financial services. - You have strong knowledge of financial products such as loans, credit cards, and savings accounts. - You possess excellent communication and interpersonal skills. - You are proficient with CRM software and Microsoft Office applications. - 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 working in a credit union or banking environment. - Bilingual skills, especially in Spanish or French. - Certification in customer service or financial services. - Familiarity with compliance and regulatory standards 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 vision coverage. - We offer opportunities for professional development and career growth. - 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 hearing from you!
This job posting was last updated on 9/19/2025