Cornerstone Community Financial Credit Union · 1 month ago
Contact Center Representative
Cornerstone Community Financial Credit Union is seeking a Contact Center Representative to provide outstanding member service in their contact center. The role involves responding to member inquiries, processing transactions, and recommending products to deepen member relationships.
AccountingCreditFinancial ServicesLending
Responsibilities
Answers calls within the credit unions specified allotted time to maintain service metrics. Responds to member questions, concerns and inquiries and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and all digital platforms
Identifies opportunities to deepen the member relationship by recommending credit union products and/or services to meet the members short-term and long-term financial needs. Educates members on benefits of products and services. Refers members to other credit union representatives, as appropriate
Processes transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail
Researches situations and collaborates with internal departments, as necessary, to resolve concerns
Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Up to six months of similar or related experience including time spent in similar or preparatory positions
A high school degree or GED is required
Courtesy and tact are essential elements of the job
Demonstrated strong customer service skills that include proven ability to handle difficult member interactions
Strong communication skills must be demonstrated through oral and written means
Proficient in the Microsoft suite of products including Word, Excel, and Outlook
Possesses basic mathematical skills and is proficient in the use of calculators
Must be able to multitask effectively between multiple systems to assist members with their inquiries
Ability to be bonded
Benefits
Paid Time Off
Wellness & Volunteer Time
Health Insurance Coverage
Employer-Paid Coverage
Flexible Spending Accounts (FSA)
Education Assistance
Retirement Benefits
Employee Assistance Program (EAP)
Company
Cornerstone Community Financial Credit Union
Cornerstone Community Financial Credit Union is a progressive, full-service financial institution owned and operated by its members.
Funding
Current Stage
Growth StageRecent News
2025-08-27
American Banker
2022-05-05
2021-12-28
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