Summit Credit Union · 3 weeks ago
Contact Center Member Relationship Specialist 1
Summit Credit Union is seeking a Contact Center Member Relationship Specialist to join their team. The role involves serving members through phone and video interactions, building trust, solving problems, and collaborating with a dynamic team in a fast-paced environment.
BankingFinancial ServicesPersonal Finance
Responsibilities
Serve members with excellence via phone and video—voice calls and video are your top priority!
Build trust and rapport by understanding members’ needs and recommending products and solutions that strengthen their financial well-being
Solve problems creatively and go above and beyond to exceed expectations
Take ownership of member situations, follow up as promised, and help us continually improve our service
Work collaboratively as part of a dynamic Contact Center team
Adapt and respond to changing situations and multiple priorities in a fast-paced work environment
Qualification
Required
A passion for service and a knack for building relationships
High school diploma or equivalent required
Strong communication skills—both written and verbal
Ability to multitask and stay organized in a busy setting
Basic/intermediate Microsoft Office skills and comfort with digital tools
Experience in customer service, call centers, or financial environments (minimum two years preferred)
Preferred
Experience in customer service, call centers, or financial environments (minimum two years preferred)
Benefits
Health, dental, and vision insurance
Retirement savings plan with employer match
Paid time off and holidays
Employee wellness programs
Tuition reimbursement
Career advancement opportunities
Company
Summit Credit Union
Summit Credit Union is a credit union that provides banking services to members.
Funding
Current Stage
Late StageRecent News
2025-04-14
2025-03-26
BizTimes - Milwaukee Business News
2025-03-17
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