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Monterra Credit Union

via Lensa

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Contact Center Advisor (Hybrid Remote)

Anywhere
full-time
Posted 9/15/2025
Key Skills:
Financial products knowledge
Customer service
Communication skills
CRM software proficiency
Time management
Problem-solving
Bilingual abilities
Regulatory compliance

Compensation

Salary Range

$40K-55K a year

Responsibilities

Provide expert guidance and support to members regarding financial products and services while ensuring excellent customer service and accurate record-keeping.

Requirements

At least 2 years of customer service experience in financial services, strong communication skills, CRM proficiency, and ability to work in a fast-paced environment.

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 where employees can thrive and grow. 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 to assist members in making informed decisions. - You will resolve member issues promptly, escalating complex cases to appropriate departments when necessary. - You will maintain accurate records of member interactions and transactions in compliance with company policies. - You will collaborate with team members and other departments to enhance service delivery and member satisfaction. - You will stay updated on industry trends and Monterra’s offerings to provide current and relevant information. - 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 within the financial services industry. - Strong knowledge of financial products such as loans, credit cards, and savings accounts. - Excellent communication skills, both verbal and written, with a focus on active listening. - Proficiency with CRM software and Microsoft Office Suite. - Ability to multitask and manage time effectively in a fast-paced environment. Bonus Points If You Have: - Experience working in a hybrid or remote work setting. - Certification in financial services or customer service excellence. - Bilingual abilities, especially in Spanish or French. - Familiarity with compliance and regulatory requirements in the financial sector. 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 that values your contributions. - We offer employee wellness programs and community engagement initiatives. Ready to Apply? Please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining Monterra Credit Union. We look forward to hearing from you!

This job posting was last updated on 9/15/2025

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