Truliant Federal Credit Union · 6 hours ago
Contact Center Representative I
Winston-Salem, NC
Full-time
Onsite
New Grad, Entry LevelTruliant Federal Credit Union is dedicated to improving lives by providing exceptional service and financial solutions to its members. The Contact Center Representative I is responsible for serving member-owners by addressing their inquiries, promoting products, and ensuring a high level of service while adhering to established policies.
Banking
Responsibilities
Receives and responds to member inquiries, including calls, texts, chats, and emails from member-owners within a specialized workgroup assignment, while providing outstanding service that exceeds our members’ expectations on every interaction
Recognizes and responds to member relationship opportunities using a consultative service and sales approach, promoting Truliant products and services tailored to member needs
Meets/exceeds all key contact center performance metrics daily, weekly, and monthly
Displays exceptional member relation skills internally and externally by handling issues at the point of contact, utilizes good follow-through, and always remains professional
Researches and resolves minor account issues and reaches out to internal support when necessary
Remains diligent on member identity verification and uses tools and resources to report potential fraudulent activity
Initiates and follows up on account research requests promptly. Operates with a sense of urgency in addressing member needs
Participates in a team environment, displaying community/credit union involvement, shares success stories, and remains professional with internal members
Prepares to move into higher levels of responsibility through adherence to coaching and development sessions
Receives calls from member-owners within all workgroup assignments, including, but not limited to, Business Services, Vendor Return, and Wire Transfers
Assists with other tasks and projects as assigned
Qualification
Required
Must be flexible to assist members with various needs in different capacities throughout the day
Must have a sound understanding of standard concepts, practices, procedures, regulations, and compliance within the financial services environment
Must have superior interpersonal and coaching skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate
Must have excellent communication skills in English, both verbal and written
Must have strong interpersonal skills
Must have good arithmetic skills
Must have basic personal computer skills
Must have knowledge of advanced products and services
Must have the ability to understand all business processes within the credit union
Must be detail-oriented and well-organized
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Should possess a strong commitment to providing excellent service to Truliant's members
High School Diploma or equivalent required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to use a telephone and wear a phone audio headset
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Preferred
Previous contact center experience
Previous experience in the financial industry
Benefits
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
Company
Truliant Federal Credit Union
Truliant is federally insured by the National Credit Union Administration and is an Equal Housing Lender
Founded in 1952
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Todd Hall
CEO/President
Recent News
SC Biz News
2025-11-08
2025-11-04
2025-11-04
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