Monterra Credit Union

Compensation

Full Description

Job Title: Contact Center Advisor (Hybrid Remote) Company Overview: Monterra Credit Union is a member-focused financial institution dedicated to providing exceptional banking services and personalized financial solutions. With a commitment to community and innovation, Monterra fosters a collaborative environment where employees are empowered to grow and make a meaningful impact. 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 identify opportunities to cross-sell and promote relevant financial solutions. - You will document member interactions accurately in the CRM system. - You will collaborate with internal teams to resolve complex member issues. - You will maintain up-to-date knowledge of industry trends and regulatory requirements. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - Minimum of 2 years experience in a contact center or customer service role within the financial services industry. - Strong knowledge of banking products, services, and financial regulations. - Excellent communication and interpersonal skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a hybrid remote setting. Bonus Points If You Have: - Experience working in a credit union environment. - Bilingual abilities, especially in Spanish or French. - Certification in financial services or customer service excellence. - Familiarity with digital banking platforms and tools. 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 advancement. - We offer a supportive and inclusive workplace culture focused on collaboration. - 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!