Columbia Credit Union · 5 hours ago
Contact Center Specialist (Inbound Call Center)
Columbia Credit Union is a full-service financial institution dedicated to making life better for its members and communities. The Contact Center Specialist role involves assisting members with account and membership-related inquiries over the phone and through electronic channels, ensuring exceptional service and compliance with company standards.
BankingCreditFinancial ServicesMortgage
Responsibilities
Adhere to Columbia Credit Union Service Standards
Accurately process member transactions and requests
Provides excellent member service by limiting wait times for inbound callers
Process account maintenance requests for members to include address changes, transaction and account research
Knowledge of and compliance with Currency Transaction Reporting requirements and Columbia’s Bank Secrecy Act compliance program
Exercise independent judgment within set authorizations
Identify and refer members to our business partners in Home Loans, Insurance & Investment and Business Services
Participate in cross-functional projects, promotions and training
Perform additional tasks as assigned by department leadership commensurate with position
Proficient in processing member requests for account maintenance to include account research and assisting members with the fraud process
Communicates with members through all available channels, such as, Chat, Email, Video Chat and Phone
Responsibilities include but not limited to; maintenance, providing basic consumer and real estate loan information, and educating members on CCU products and services
Educate and assist members with all digital related products and services
Maintain up-to-date knowledge on all credit union products and services and through active listening, recommend Columbia Credit Union products and services to 'Make Life Better' for our membership
Displays consistent teamwork and collaboration with others within Member Service and departments throughout the organization
Qualification
Required
Minimum 1-year experience in customer service required
Professional, mentally alert, and neat in appearance with an enthusiastic attitude
Excellent communication skills both verbal and written
Must be team oriented
Highly organized, detail oriented with ability to multi-task
Possess sound decision-making skills
Strong PC skills
Must be available to work hours of operation in the Call Center
Consistent and reliable attendance: work scheduled shifts to meet the service level expectations of our members
Preferred
Financial institution and/or call center environment experience preferred or a minimum 6 months experience at Columbia Credit Union in a member facing role
Benefits
Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
A hybrid or fully remote home office option can be considered ***in Vancouver, Washington or Portland, Oregon areas only** **AND only after a multiple month, on-site training has been completed and all work from home requirements are met.***
Tuition Assistance
And More!
Company
Columbia Credit Union
Columbia Credit Union is a finance auto loans, home equity loans, mortgages, savings accounts and checking accounts.
Funding
Current Stage
Growth StageRecent News
2025-08-14
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