Contact Center Representative at Climb Credit Union

Arvada, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

21.0

Posted On

11 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Financial Products, Sales Opportunities, Credit Applications, Credit Reports Analysis, Loan Processing, Account Maintenance, Cross-Selling, Regulatory Compliance, Training, Communication, Problem Solving, Customer Education, Record Keeping, Team Collaboration, Financial Recommendations

Industry

Banking

Description

Description Climb Credit Union is hiring for a Contact Center Representative who is responsible for assisting new and existing members with their financial needs. This is accomplished by interviewing members by telephone or in person, analysis of credit bureau reports; to identify financial needs and sales opportunities; initiate computer-based credit applications; analyze credit scores and makes routine business decisions; sells financial products and services to members; and answers member inquiries about Climb Credit Union products and financial services. Why Climb Credit Union As not-for-profits and member-owned financial cooperatives, credit unions are incredibly unique institutions. Earnings are returned to members in the form of better rates, lower fees and great services. Be a part of a movement that pays it forward! Climb Credit Union was founded in 1951. We’re a stable, successful and growing financial institution, which is why we need you. A suite of outstanding benefits is available to employees who work 20 or more hours a week. In addition to healthcare, dental and life insurance, 401(k), personal time off, we offer employee discounts on loans and other perks as well. Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success. Climb Credit Union has been recognized as a top place to work by The Denver Post in 2024. This award recognizes our positive work environment and goal of fostering employee satisfaction, and it's truly a testament to our efforts. PERKS OF CLIMB CREDIT UNION 401K Employer match 100% Match on first 3% and 50% on next 2.5% Medical, Dental, Vision Insurance PTO (Paid Time Off) 2 additional personal days (Floating) VTO (Volunteer Time Off) 16 hours 11 Paid Holidays Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered Tuition Reimbursement Employee loan rate reduction Discounts on Climb Credit Union loans and services Financial Investment/Counseling Employee events throughout the year Check out this video to learn what drives us at Climb and how we make a difference every day, https://www.youtube.com/watch?v=XPGES8a9OSs https://youtu.be/FeEw2UqGudo (Spanish) Requirements Requirements What Will You Be Doing? Provide quality member service through accurate and professional telephone and face-to-face conversations to include: opening new memberships by following the new account procedure, initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Climb Credit Union share, draft and loan products. Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration. Promote and educate members on the credit unions products and services based on members needs that are uncovered from member conversations. Accountable for meeting members needs and answering questions by maintaining a strong knowledge of products and services. Responsible for complying with policy and procedures documents as well as all financial regulations. Refers issues beyond their authority to the next level, along with their recommended solutions. Accurately input and maintain member loan/account information on computer system. Assures that appropriate records are maintained and required reports/tasks processed. Assist in the training of other employees. Share your knowledge to assists co-workers on effective practices, procedures and policies and provide meaningful member service. Perform profile and account maintenance updates per member request and obtain and scan required documents. Ability to analyze member credit reports and make financial recommendations to members to enhance their financial well-being. Qualifications: One to three years of similar or related experience. A high school education or GED. Previous experience with financial institutions. This is a full-time, non-exempt position with an hourly rate starting at $21.00 hourly, depending on experience, education and qualifications. If you think you are the superhero to bring unforgettable experiences to our members and help grow a thriving organization, please apply. We appreciate your interest in employment and look forward to meeting you!

Responsibilities

The Contact Center Representative assists new and existing members with their financial needs through telephone and face-to-face interactions. Responsibilities include initiating credit applications, analyzing credit scores, selling financial products, and answering member inquiries.