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Monterra Credit Union

via Lensa

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Contact Center Advisor (Hybrid Remote)

Anywhere
full-time
Posted 9/18/2025
Key Skills:
Financial products knowledge
Customer service
CRM software proficiency
Communication skills
Problem-solving
Time management
Bilingual abilities (preferred)

Compensation

Salary Range

$40K-55K a year

Responsibilities

Provide knowledgeable and friendly assistance to members regarding financial products and services, manage inquiries, and support seamless member experiences in a hybrid remote contact center role.

Requirements

Minimum 2 years customer service experience in financial services, strong communication and problem-solving skills, CRM proficiency, and ability to work independently in a remote setting.

Full Description

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 Credit Union fosters a supportive work environment where employees can thrive and grow professionally. Role Overview: As a Contact Center Advisor, you will be the first point of contact for our members, delivering knowledgeable and friendly assistance regarding a wide range of financial products and services. This hybrid remote role offers flexibility while allowing you to contribute to a team that values outstanding member service and internal collaboration. 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 Credit Union’s financial products and services. - You will assist members with account transactions, problem resolution, and service requests. - You will collaborate with internal teams to ensure seamless member experiences. - You will document member interactions and maintain detailed records in the CRM system. - You will identify opportunities to promote additional products and services that meet member needs. - You will participate in ongoing training to stay current with product knowledge and service standards. - You will contribute to a positive team environment by sharing insights 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. - Proficiency with CRM software and Microsoft Office Suite. - Ability to work independently in a remote setting while managing time effectively. - Strong problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a credit union or banking environment. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in financial services. - Previous experience in a hybrid or fully remote work environment. 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 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

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