Member Contact Center Specialist

Gesa Credit Union; Richland (WA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision, and Life Ins

20 days/year PTO + 10 holidays

401(k) Match

Incentive Program

Tuition Assistance

Commuter Benefits

Volunteer Time Off

Product discounts

Engaging Work Environment

Rewards and Recognition Programs

Job summary

Gesa Credit Union in Richland, WA seeks a Member Contact Center Specialist to deliver outstanding service across phone, email, chat, and other channels. You will resolve member concerns, demonstrate empathy, and promote relevant products and self-service options, while adhering to policies and quality metrics.

You will need a high school diploma and at least two years of customer service experience in financial services or similar, plus proficiency with Microsoft Office and call-center tools.

Qualifications

• Minimum of a high school diploma or equivalent.
• Minimum of two years experience in a customer service, financial services, retail, contact center, or professional administrative support roles.
• Proficient with Microsoft Office software; familiarity with call center programs desired.
• Some travel may be required to complete training or fulfill duties.

Responsibilities

• Provide exceptional member service via phone, email, chat, and other channels.
• Assist members with disputes around debit/credit cards, fraud, or other functions.
• Resolve member concerns with ownership and timely follow-up.
• Maintain knowledge of credit union products, services, policies, and procedures.
• Meet or exceed individual KPIs and performance standards.
• Document member interactions and transactions accurately in applicable systems.

Skills

Customer service

Communication

Multi-tasking

Teamwork

Education

High school diploma

Tools

Microsoft Office

Job description

Take a leap and join our team!

At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

Get to know us: About - Gesa Credit Union

Role Summary:

The Member Contact Center Specialist provides exceptional service across phone and other assigned contact channels by accurately completing specialized member functions, resolving concerns, and following established policies and procedures. The Specialist builds and deepens member relationships by demonstrating empathy, curiosity, and knowledge of credit union products and services; asking meaningful questions; identifying member needs; and recommending appropriate products, services, and digital or self-service options. Success in this role requires meeting or exceeding established performance metrics, quality standards, schedule-adherence expectations, and member satisfaction goals.

What You Will Be Doing:

• Promotes strong and lasting relationships by providing exceptional member service via all forms of member contact channels (phone, email, chat, and correspondence) including by not limited to outbound calling
• Assist members with support, questions and/or filing disputes around debit and credit cards, fraud or any other specialized functions routed
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns
• Have a core understanding of financial literacy and products and services to be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
• Shares the features and benefits of the Credit Union products, services, and generates referrals.
• Maintains an industry average or higher in net promoter scores
• Make outbound follow up calls to members for the purpose of establishing, growing, and nurturing member relationships
• Maintains reliable attendance, punctuality, and schedule adherence to support service-level commitments and Contact Center coverage requirements
• Engage members and callers through asking relevant and meaningful questions, identifying their needs, and making appropriate product and service recommendations
• Takes ownership of member concerns and provides prompt follow-up/resolution independently or with minimal guidance
• Meets/exceeds individual key performance indicators (KPIs) expectations
• Aids members and peers with complex inquiries and escalates concerns in a timely manner. Assist with overrides and high-level transactions
• Accurately perform daily operations including transactions, card maintenance, new accounts, lending, assisting members with their online banking and other financial needs
• Provides on the job training and acts as a resource for peers with procedural questions
• Protects member information and Credit Union assets by following all applicable privacy, information-security, identity-verification, fraud-prevention, regulatory, and internal control requirements
• Accurately documents member interactions, transactions, account updates, referrals, disputes, and required follow-up in applicable systems in accordance with established procedures
• Resolves complex problems independently with minimal guidance, acts as an advocate for the member and takes ownership of a timely resolution

About You:

• Demonstrates leadership skills and leads by example
• Creatively thinks outside the box to resolve member concerns while adhering to policies and regulations
• Proven ability to multi-task, handle a wide range of assignments, and work with a sense of urgency
• Member centric with a friendly, professional demeanor
• Utilizes tools and resources to solve complex inquiries with minimal support from leadership
• Acts with a sense of urgency to resolve member impacting issues
• Ability to organize, prioritize, and respond simultaneously to multiple tasks
• Promotes and participates in a cohesive team environment
• Fosters the Credit Union's culture with a high energy, positive attitude
• Ability to effectively communicate ideas and information, both orally and in writing
• Ability to train, coach and mentor across departments
• Familiarity and comfort with online system and other technology
• Excellent customer service and interpersonal skills
• Analyzes information and recommend achievable process improvements

Qualifications: What You Will Need:

• Minimum of a high school diploma or equivalent
• Minimum of two (2) years experience in a customer service, financial services, retail, contact center, or professional administrative support roles
• Proficient with Microsoft Office software and standard office equipment; proficiency with call center programs desired
• Some travel may be required to complete training or fulfill duties
• Familiarity and comfort with online systems and other technology

Our Team Member Value Proposition:

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Salary Range:

Richland, WA: $20.00-$29.86

Spokane, WA: $20.00-$29.86

Lynnwood, WA: $20.00-$33.94

• While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"

Get wise to what's possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at [phone] or [e-mail] to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)