Contact Center Representative

Self-Help-Inc; Penrose (NC); On-site; USD 27,000 - 38,000; Full time

Job summary

Self-Help is seeking a Contact Center Specialist in North Carolina to provide exceptional member support by phone, email, and online portal. You will process home loan payments, assist with transactions, and cross-sell credit union products while addressing high-touch member needs with accuracy and care.

The role requires bilingual English/Spanish proficiency, strong communication skills, and the ability to travel if needed. Knowledge of Shortel and credit union policies is preferred.

Qualifications

• High school diploma or equivalent.
• 1–2 years customer service experience in a call center or retail operations environment.
• Able to communicate effectively in verbal and written form.
• Bilingual English/Spanish required.
• Ability to sell products and services.
• Excellent verbal and written communication skills.
• Proficiency in Word; Excel preferred.
• Strong math ability.
• Willingness to travel as needed.
• Knowledge of Shortel Phone Systems and Credit Union policies preferred.

Responsibilities

• Provide direct member support via phone, email, or online portal.
• Process and assist with home loan payments and related transactions.
• Cross-sell credit union products and services when appropriate.
• Provide information on IRA accounts, loan products and collection activities.
• Address high-net-worth and high-touch member inquiries with tact and accuracy.
• Research inquiries to ensure follow-up and satisfaction.
• Assist members with online forms and electronic signatures.
• Handle portal questions and route to appropriate teams.
• Log calls per center protocols and travel to other locations as needed.

Skills

Communication skills

Bilingual English/Spanish

Sales ability

Word proficiency

Excel proficiency

Math ability

Travel willingness

Customer service

Shortel knowledge

Tools

Shortel Phone Systems

Job description

Job Description:Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high quality schools to grocery stores selling fresh foods resources that support opportunity at a neighborhood level regardless of demographics, income or wealth.Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans, to working with partners to demand that lawmakers change unjust policies.We are seeking a Contact Center Specialist to join our team!WHAT You’ll Do :DIRECT MEMBER SUPPORTSuccessfully respond to member questions raised via phone, email or online portal or forward to appropriate individuals for response.Process and assist with home loan payments via telephone and internet tools, home lending transmittals, external wire requests, and other transactions as may be needed.Cross-sell credit union products and services when appropriate. Provide preliminary information on IRA accounts, loan products and collection activities and/or refer to appropriate contact outside of the call center.Understand and respond to unique requests of all inquiries including high net-worth, high-touch, mission-supportive depositors as well as difficult, emotional or problematic member situations and respond to member needs effectively and appropriately.Research member inquiries to ensure proper follow up and satisfaction.ONLINE AND MOBILE SUPPORTAssist members with forms that may require electronic signatures.Successfully respond to and/or forward relevant questions submitted through the Self-Help website portal.OTHERSuccessfully manage Shortel Contact Center Coding Protocols- logging in and out of call center software, coding nature of calls, using wrap up codes when finishing a call, coding approved breaks, system releases, percentage of queued calls answered, abandoned calls, wait time and time spent with member, etc.Travel to other locations as needed for coverage, training or other needs.Perform other duties as may be deemed necessary.WHAT You’ll Need :High school diploma or equivalent.1 to 2 years customer service experience in a call center or retail operations environment.Ability to communicate effectively in verbal and written form.Bilingual English/Spanish RequiredAbility to sell products and services.Excellent verbal and communication skills.Proficiency in Word required. Proficiency with Excel preferred.Excellent math ability.Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc.Ability to travel as needed.Knowledge of Shortel Phone Systems and Credit Union policies and procedures preferred.Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.Preference for working in organizations that place priority on teamwork and collaboration.Ability to demonstrate Self-Help's Core Values:o Mission Before Selfo Service With Excellenceo Embracing & Promoting Changeo Results Not Credito Diversity as a Strengtho Financial Sustainability for Mission ImpactCompensation starts at $23.75PHYSICAL REQUIREMENTS/WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Close vision is required.Employee is regularly required to: sit; talk and hear; use hands to finger, handle or feel; and reach with hands and arms.Employee is frequently required to type and use a keyboard.The employee must occasionally lift and/or move up to 20 to 40 pounds.Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Company Disclaimer:Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.