Contact Center Representative I

Harborstone Credit Union; Lakewood (WA); Vor Ort; USD 28.000 - 41.000; Vollzeit

Benefits dieser Stelle

Competitive pay

401(k) with employer match

Medical, dental, and vision coverage

Employer contribution toward dependent

Generous paid time off

Professional development

Employee appreciation programs

Discounted employee financial products

Mission-driven culture

Work-life balance

Zusammenfassung

Harborstone Credit Union in Lakewood, WA is seeking a Contact Center Representative I to deliver outstanding member service across phone, email, and in-person interactions. You will build relationships, understand members' financial goals, and act as a trusted financial coach guiding them to the right products.

The role emphasizes a relationship-focused approach, bilingual preferred, high school diploma, and Harborstone training.

Qualifikationen

• Bilingual strongly preferred.
• High school diploma or equivalent.
• Successful completion of Harborstone's required internal training programs and Financial Navigator certifications.
• Proven ability to build relationships and deliver outstanding member experiences.
• Excellent communication, problem-solving, and interpersonal skills.
• Ability to learn and navigate financial products, services, and operational processes.

Aufgaben

• Build and strengthen relationships with new and existing members by understanding their unique financial goals.
• Deliver excellent service through members' preferred channels: phone, email, and in-person.
• Identify opportunities to provide solutions that support members' financial well-being.
• Serve as a financial coach, helping members set goals and celebrate successes.
• Leverage lending expertise to uncover needs and recommend products and services.
• Educate members on mortgage solutions and connect them with specialists when needed.
• Resolve complex inquiries with strong problem-solving skills.
• Support team development and training initiatives.
• Contribute to Harborstone's mission and member-first culture.

Kenntnisse

Bilingual

Relationship building

Communication skills

Problem solving

Interpersonal skills

Financial products knowledge

Ausbildung

High school diploma or equivalent

Tools

Harborstone internal training

Financial Navigator certifications

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Contact Center Representative I

Contact Center Experience Call Center Rep Lakewood, WA, US

2 days ago Requisition ID: 1036

Salary Range: $20.00 To $30.00 Hourly

Job Description

In a world of technology, you'll still connect with real people and make a meaningful difference every day.

Join Harborstone Credit Union—recognized as one of Washington’s Best Workplaces!

We're more than a financial institution—we're a purpose-driven organization committed to building dreams and changing lives for generations to come. Every day, our team members help people achieve their financial goals while creating meaningful connections that strengthen the communities we serve.

If you're passionate about helping others, thrive in a relationship-focused environment, and enjoy serving as a trusted financial resource, we'd love to meet you.

Why Harborstone?

Our culture is built on compassion, integrity, and genuine human connection. We embrace technology, but we never lose sight of what matters most—people. Here, you'll work alongside a supportive team that values collaboration, celebrates achievements, and invests in your personal and professional growth.

• Competitive pay: $20-$30/hour DOE*
• 401(k) with employer match
• Medical, dental, and vision coverage
• Employer contribution toward dependent medical premiums
• Generous paid time off and holidays
• Professional development and career growth opportunities
• Employee appreciation and recognition programs
• Discounted employee financial products
• A mission-driven culture focused on helping members and communities thrive
• A collaborative, supportive culture that values work-life balance and employee well-being

*Starting salary is based on experience and qualifications and will likely not exceed mid-point of range to allow for development and future increases.

What You'll Do

As a Contact Center Representative I, you'll serve as a trusted advisor and financial coach, helping members navigate life's financial milestones with confidence.

In this role, you will:

• Build and strengthen relationships with new and existing members by understanding their unique financial goals.
• Deliver exceptional service through members' preferred communication channels, including phone, email, and in-person interactions.
• Identify opportunities to provide solutions that support members' financial well-being.
• Serve as a financial coach, helping members set goals and celebrating their successes along the way.
• Leverage your lending expertise to uncover financial needs and recommend appropriate products and services.
• Educate members on mortgage solutions and connect them with specialized resources when needed.
• Resolve complex member inquiries through strong critical thinking and problem-solving skills.
• Support team development and training initiatives as needed.
• Actively contribute to Harborstone's mission, strategic goals, and member-first culture.

What We're Looking For

Qualifications

• Bilingual strongly preferred.
• High school diploma or equivalent.
• Successful completion of Harborstone's required internal training programs and Financial Navigator certifications.
• Proven ability to build relationships and deliver outstanding member experiences.
• Excellent communication, problem-solving, and interpersonal skills.
• Ability to learn and navigate financial products, services, and operational processes.

Physical Considerations

• Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
• May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
• May require stooping, bending, squatting, and reaching for limited periods of time.
• May require sitting and standing for long periods of time.