Outbound Contact Center Representative at Quincy Credit Union

Weymouth, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Interpersonal Skills, Customer Service, Financial Services, Digital Tools, Problem-Solving, Documentation Skills, Organizational Skills, Member Engagement, Sales Skills, Relationship Building, Needs Analysis, Product Knowledge, Feedback Collection, Initiative, Rapport Building

Industry

Banking

Description

Description Quincy Credit Union is seeking a dynamic and member-focused Outbound Contact Center Representative to join our team. This position plays a vital role in building and maintaining relationships with members by conducting proactive outreach and delivering exceptional service through various communication channels including phone, email, and chat. The ideal candidate will be motivated by the opportunity to connect with members, understand their financial goals, and guide them toward the products and services that best meet their needs. Responsibilities: Outbound Engagement Proactively initiate outbound communication (phone, email, and chat) with members and prospective members. Conduct general service follow-ups and present targeted sales opportunities. Accurately document all interactions and schedule/perform necessary follow-up actions. Member Needs Analysis & Solutions Engage members in conversations about their financial needs and long-term goals. Recommend appropriate products, services, and promotions aligned with those needs. Educate members on how to maximize the value of their QCU relationship, including digital tools and account benefits. Collect and relay member feedback to management. Member Support & Expertise Provide detailed, knowledgeable assistance on QCU products and services. Answer complex inquiries about accounts, digital banking, and financial tools. Establish and maintain professional, helpful, and courteous member relationships to promote satisfaction and loyalty. Requirements Strong communication and interpersonal skills, with a passion for helping others. Ability to initiate conversations and build rapport with a variety of members. Previous experience in a contact center, customer service, or financial services environment preferred. Comfortable working with digital platforms and tools. Detail-oriented with excellent documentation and organizational skills. Strong problem-solving abilities and willingness to take initiative.

Responsibilities

The Outbound Contact Center Representative will proactively engage with members through various communication channels and conduct follow-ups to present sales opportunities. They will analyze member needs and recommend appropriate products and services while providing knowledgeable assistance.