Hybrid Member Services & Lending Specialist

Together Credit Union; St. Louis (MO); Hybrid; USD 21,000 - 28,000; Full time

Job summary

Together Credit Union is seeking a contact center agent who assists members across savings and lending functions, while aiming to exceed referral and sales goals. The role requires knowledge of electronic delivery channels and back-office operations, including online access, bill payment, mobile access, and account opening.

The position supports a hybrid work model after training, with hours 8:00 am–6:00 pm Mon–Fri and 9:00 am–1:00 pm Sat, including Saturday availability.

Qualifications

• HS diploma required.
• 2+ years of related professional experience preferred.
• Knowledge of Patriot Act, OFAC, BSA, and compliance basics.
• Familiar with banking software and processes.

Responsibilities

• Answer incoming calls and determine caller needs to resolve issues efficiently.
• Identify referral options to meet sales goals for loans and products.
• Perform teller functions and handle transfers, payments, and account tasks.
• Cross-sell virtual branch and bill pay services to members.
• Provide accurate information about features and benefits of products.

Skills

Communication skills

Problem solving

Attendance reliability

Customer service

Education

High school diploma

Tools

Banking software

Job description

Together Credit Union is seeking a contact center agent who assists members across savings and lending functions, while aiming to exceed referral and sales goals. The role requires knowledge of electronic delivery channels and back-office operations, including online access, bill payment, mobile access, and account opening.

The position supports a hybrid work model after training, with hours 8:00 am–6:00 pm Mon–Fri and 9:00 am–1:00 pm Sat, including Saturday availability.