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 service and innovative financial solutions. With a strong commitment to community and collaboration, Monterra fosters a supportive work environment that values growth and member satisfaction. 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. This hybrid remote role requires excellent communication skills and a passion for helping members achieve their financial goals. 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 collaborate with internal teams to ensure seamless member experiences. - You will maintain detailed records of member interactions and transactions. - You will identify opportunities to promote additional products that meet member needs. - 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 within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent verbal and written communication skills. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a 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 a cover letter outlining your relevant experience and why you are a great fit for Monterra Credit Union. We look forward to hearing from you!