Contact Center Representative - Bilingual (Spanish) Required

Climb Credit Union; Arvada (CO); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

401K employer match

Medical, Dental, Vision Insurance

PTO 2 days (Floating)

VTO 16 hours

11 Paid Holidays

Employee Assistance plan

Tuition Reimbursement

Employee loan rate reduction

Discounts on loans/services

Financial Investment/Counseling

Employee events

Job summary

Climb Credit Union in Colorado is seeking a Contact Center Representative to deliver exceptional service to members by phone, identify needs, and pursue cross-sell opportunities across loans, deposits, online banking and payroll processes.

You will respond to inquiries, maintain accurate records, adhere to policies, and work in a fast-paced environment. Bilingual English/Spanish preferred; high school diploma required; 1–12 months of related experience in financial services.

Qualifications

• One month to twelve months of similar or related experience.
• Bilingual English/Spanish required.
• Previous experience with financial institutions.
• Ability to multi task in a high volume environment.
• Ability to work independently and in a team.

Responsibilities

• Perform member transactions accurately and efficiently within guidelines.
• Identify cross-sell opportunities and promote products and services beneficial to members.
• Answer questions about products and services and resolve issues within authority.
• Maintain accurate records and required reports/tasks.
• Provide respectful, pleasant, timely, and professional service to all members and nonmembers.
• Comply with credit union policies and employee handbook directives.
• Perform other related duties as assigned.

Skills

Bilingual English/Spanish

Cross-selling

Customer service

Education

High school diploma or GED

Job description

Description

The Contact Center Representative is responsible for providing exceptional service and assistance to members and potential members via telephone to identify their needs and potential cross sell opportunities. This position provides expertise in respect to credit union products and services, such as consumer loans, deposit accounts, online banking, research, ACH and payroll processes. Must possess strong cross selling skills, a thorough knowledge of Climb Credit Union product and services and maintain a professional demeanor at all times.

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, VTO, and other 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 2024,2025 & 2026. 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

What will you be doing?

• Perform member transactions, within authority, accurately and efficiently with good audit train and within credit union guidelines and policies.
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members.
• Provides answers to member's questions about products, services and resolves problems within their authority. Refers issues beyond their authority to the next level, along with their recommendations.
• Assures that appropriate records are maintained and required reports/tasks processed.
• To provide respectful, pleasant, accurate, courteous, friendly, timely and professional service to all members and nonmembers.
• To comply with all credit union policies, procedures and published directives in the Employee Handbook
• Performs other related duties as assigned.

Qualifications:

• One month to twelve months of similar or related experience.
• Bilingual (English/Spanish) Required.
• A high school education or GED.
• Previous experience with financial institutions.
• Ability to multi task and work with a sense of urgency in a high volume environment. Standard office conditions with low to moderate noise.
• Ability to work independently with little to no supervision. Ability to work in a team environment

This is a full-time, non-exempt position with an hourly rate starting at $21.00 depending on experience, education and qualifications.