Red Canoe Credit Union · 16 hours ago
Contact Center Member Advisor I
Call Center, Longview, WA, US
Full-time
Onsite
Entry Level
$20.81/hr - $31.21/hr
1+ years expRed Canoe Credit Union is a not-for-profit financial institution committed to providing excellent member service. The Contact Center Member Advisor I is responsible for delivering a high-quality member experience by assisting with account transactions, maintaining member accounts, and providing referrals for financial services.
BankingFinanceFinancial Services
Responsibilities
Assist members with their accounts over the telephone
Process teller transactions which include withdrawals, deposits, Visa advances, payroll deduction changes
Aid with all credit union products and services, and products offered by Red Canoe Financial Group
Open and maintain all new accounts, products, and services
Handle complaints, troubleshoot, research, and maintain accurate records associated to services provided
Assist members by conducting basic loan product conversations for buyout or referrals and refer action to authorized personnel in the lending department to take an application
Effectively refer products and services and their features and benefits as outlined in the CUNA 'Creating Member Loyalty' program
Track referrals, member relationships and contacts using the program software
Make quality product and service referrals to existing members & non-members
Maintain professional member service by meeting the quality service standard, SLA, and schedule adherence standards
Qualification
Required
Must be bondable
Professional appearance and demeanor
Must possess people skills; be friendly and outgoing with members and employees
Excellent oral and written communication/ presentation skills
Outstanding public relations skills; outgoing and friendly
High degree of accuracy and competence, including basic math
High motivation to cross sell/ communicate services
Must be dedicated to achieving goals set by management
Maintain thorough knowledge of Credit Union philosophy and professional cross selling and service skills
High school diploma or equivalent
Keyboard proficiency
Ability to read English by sight; and both speak and write English
Ability to hear by telephone and in person
Preferred
Credit Union teller experience, preferred
1 year + New Accounts experience preferred; related training or experience considered
Benefits
Medical, Dental & Vision Insurance
Employee Assistance Program
Life Insurance
401K with employer match
Wellness Program
Flexible Spending Account
PTO leave
Paid Jury Duty Leave
Paid volunteer time
Annual logo wear allowance
Gym Reimbursement
Tuition Reimbursement for full time employees
Employee loan discount
Company
Red Canoe Credit Union
Red Canoe Credit Union provides financial and banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Davis
Chief Marketing Officer
Deidra Miner
Chief Operations Officer
Recent News
2025-08-14
Company data provided by crunchbase