Contact Center Representative

Mission-Driven Financial Institution Contact Center Role

Join a mission-driven financial institution where the contact center serves as a launchpad for long-term career growth. Many team leaders and branch managers began in this very role. If you're looking to build your career in customer service or banking, this is a fantastic entry point with clear upward mobility. The team offers strong mentorship, performance incentives, and a supportive environment for learning.

Responsibilities:

Serve as a point of contact for member inquiries via phone, email, and online tickets.

Make outbound calls to follow up on documentation or support requests (approx. 20 calls/day).

Troubleshoot account issues and escalate when appropriate.

Maintain and update accurate member records and process service requests.

Cross-sell financial products and services when appropriate.

Perform administrative tasks including data entry, scanning, and general support.

Comply with all financial, regulatory, and security standards.

Requirements:

1–3 years of experience in customer service, administrative support, or a call center environment.

Previous experience in banking, credit unions, or financial services is a plus.

Must be detail-oriented, organized, and able to multitask efficiently.

Strong communication skills and a willingness to make product recommendations.

Must be comfortable working with numbers and able to pass a credit and background check.

High school diploma or equivalent required.

Ability to pass a series of assessments including typing, computer literacy, and aptitude tests.

Full-time, Onsite $20hr