Apply on Employer Site

Clearwater Credit Union · 3 weeks ago

Contact Center Representative

Missoula, MT, US

Full-time

Onsite

New Grad, Entry Level

Clearwater Credit Union is the largest CDFI and second largest credit union in Montana. This in-branch Contact Center Representative position provides direct member support through various communication channels and is responsible for completing transactions, addressing member needs, and ensuring compliance with policies and regulations.

BankingFinancial ServicesNon Profit

Responsibilities

Skilled at answering Audio and Video calls

Completes outbound phone calls

Comfortable and efficient using Chat

Provides personalized guidance to address all the member’s needs

Comfortable using multi-engagement channels to assist members

Responds to all incoming chats

Answers all emails from website and ones directed to Contact Center email addresses

Responds to all online banking messages

Solve member account problems

Update member records

Process member transactions and other member requests

Protects members and credit union from fraudulent activities

Proficient use of technology

Refer products and services based on identified member need

Knowledge of products and services, including staying up to date with changes and additions

Provide internal and external members with excellent service

Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation

Reliable attendance and completion of tasks

Qualification

AudioVideo callsMulti-engagement channelsProficient use of technologyProductsServicesServiceClear communicationProblem-solvingFlexibility

Required

Skilled at answering Audio and Video calls

Completes outbound phone calls

Comfortable and efficient using Chat

Provides personalized guidance to address all the member's needs

Comfortable using multi-engagement channels to assist members

Responds to all incoming chats

Answers all emails from website and ones directed to Contact Center email addresses

Responds to all online banking messages

Solve member account problems

Update member records

Process member transactions and other member requests

Protects members and credit union from fraudulent activities

Proficient use of technology

Refer products and services based on identified member need

Knowledge of products and services, including staying up to date with changes and additions

Provide internal and external members with excellent service

Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation

Reliable attendance and completion of tasks

Embrace the Mission, Values, and Vision of the Credit Union

Ability to interact with more than one department daily

Ability to work within precise standardized guidelines with some latitude to make decisions and take initiative to resolve problems or unique circumstances

Ability to possess versatility and flexibility to successfully service our members and serve as a back up to other positions as required

Ability to possess the creativity and resourcefulness required to successfully complete assigned duties without constant supervision

Ability to understand and follow moderately complex written and oral instructions

Ability to express oneself clearly and concisely, both orally and in writing

Ability to accept responsibility for access to confidential data