Climb Credit Union · 1 month ago
Contact Center Representative
ARVADA,CO,US
Full-time
Onsite
Entry Level
1+ years expClimb Credit Union is a stable and growing financial institution that is hiring for a Contact Center Representative. The role involves assisting members with their financial needs through phone and in-person interactions, analyzing credit reports, and promoting financial products and services.
BankingFinancial ServicesNon Profit
Responsibilities
Provide quality member service through accurate and professional telephone and face-to-face conversations to include: opening new memberships by following the new account procedure, initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Climb Credit Union share, draft and loan products
Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration
Promote and educate members on the credit unions products and services based on members needs that are uncovered from member conversations
Accountable for meeting members needs and answering questions by maintaining a strong knowledge of products and services
Responsible for complying with policy and procedures documents as well as all financial regulations
Refers issues beyond their authority to the next level, along with their recommended solutions
Accurately input and maintain member loan/account information on computer system
Assures that appropriate records are maintained and required reports/tasks processed
Assist in the training of other employees
Share your knowledge to assists co-workers on effective practices, procedures and policies and provide meaningful member service
Perform profile and account maintenance updates per member request and obtain and scan required documents
Ability to analyze member credit reports and make financial recommendations to members to enhance their financial well-being
Qualification
Required
One to three years of similar or related experience
A high school education or GED
Previous experience with financial institutions
Benefits
401K Employer match 100% Match on first 3% and 50% on next 2.5%
Medical, Dental, Vision Insurance
PTO (Paid Time Off) 2 additional personal days (Floating)
VTO (Volunteer Time Off) 16 hours
11 Paid Holidays
Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered
Tuition Reimbursement
Employee loan rate reduction
Discounts on Climb Credit Union loans and services
Financial Investment/Counseling
Employee events throughout the year
Company
Climb Credit Union
Climb Credit Union was named a Top Workplace by the Denver Post, two years in a row! Climb Credit Union is a full-service not-for-profit financial institution serving nearly 40,000 members and supporting countless community initiatives in beautiful Colorado.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Carrie Langgard
President/Chief Executive Officer
Dan Kester
CEO
Recent News
American Banker
2022-01-07
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