Member Contact Center Representative

Everwise Credit Union; United States; On-site; USD 40,000 - 47,000; Full time

Job summary

Everwise Credit Union is seeking a Member Service Associate to assist members by phone or other channels with financial needs, answer questions, and process transactions. The role emphasizes quality service and building lasting member relationships.

Responsibilities include promoting credit union products, ensuring first-contact resolution, and maintaining high service standards. Weekend and holiday hours may apply, with base pay starting at $19 per hour.

Qualifications

• High School Diploma or GED required.
• 1+ years in financial services or 2+ years customer service/call center experience preferred.
• Clear verbal and written communication with excellent phone skills.
• Ability to multi-task and work in a fast-paced environment.
• Basic mathematical and analytical skills; proficient data entry and computer literacy.

Responsibilities

• Assist members via telephone or other channels with financial needs and transactions.
• Identify opportunities to promote credit union products and services.
• Provide courteous, efficient service and strive for first contact resolution.
• Maintain high quality metrics such as Member Satisfaction and accuracy.
• Support team and contribute to credit union growth and goals.

Skills

Clear verbal communication

Clear written communication

Listening skills

Phone communication

Data entry

Multi-tasking

Basic math/analytical skills

Windows proficiency

Education

High School Diploma or GED

Tools

Windows

Spreadsheet software

Word processing

Job description

Job Description: Position Summary: Assists members via telephone or other delivery channels with their financial needs by answering questions, performing financial transactions, resolving issues and providing information to ensure quality service. Timely service the needs of the members and enhance their financial relationships with the Credit Union.

Primary Responsibilities and Duties: Responsible for providing courteous and efficient service to members and team members over the phone or preferred delivery channel. Identify opportunities to promote credit union products and services to retain members and increase wallet share. Utilize various computer applications to assist with member support and satisfaction. Strive to provide first contact resolution and build lasting member relationships through exceptional service. Responsible for maintaining a high level of quality such as Member Satisfaction, accuracy, phone management and more as defined by management. Contribute to Unit and Corporate goals. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.

Variability in hours including weekend and holiday hours.

Knowledge/Skills: Clear verbal and written communication, listening, and human relation skills. Excellent phone communication skills using clear and pleasant voice. Basic analytical, mathematical, organizational and decision-making skills. Computer literacy skills with using Windows environment, spreadsheet and word processing software. Data entry skills. Ability to multi-task. Able to work in a fast-paced and diverse environment. Ability to sit and/or stand at a desk for extended period.

Minimum Requirements: High School Diploma, GED or equivalent skills and abilities. Basic knowledge of financial services generally acquired by one or more years working within the financial services area or minimum of two years’ customer service and/or call center experience.

Base pay: Starting at $19.00/hour. Pay is dependent upon the pay range and the incumbent’s knowledge, skills and experience.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Welcome to Everwise Credit Union Careers! Everwise Credit Union puts people’s needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever you’re going.

Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we’ve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under‑served—feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.