Member Financial Solutions Advisor I

Centra Credit Union in; Columbus (IN); On-site; USD 31,000 - 45,000; Full time

Job summary

Centra Credit Union has an exciting opportunity for a Contact Center Advisor located in Columbus, Indiana. This position engages Members in meaningful conversations and advises on lending and financial products to create value.

A Contact Center Advisor will develop to a high level of competency in educating Members and Members and advising on financial solutions through products and services based upon Member needs and goals.

Qualifications

• High School Diploma or GED required.
• 1–3 years of related experience preferred.
• Ability to learn Centra processes and obtain Centra certification.

Responsibilities

• Engage Members in conversations and advise on lending and financial products.
• Perform account transactions: deposits, withdrawals, transfers, loan payments.
• Educate Members on Centra products and services to create value.
• Respond to Member needs via inbound/outbound calls and live virtual interactions.
• Maintain knowledge of lending products and financial literacy.
• Support Learning Path and obtain Centra certification.

Skills

Customer service

Communication

Problem solving

Education

High School Diploma or GED

Job description

Centra Credit Union has an exciting opportunity for a Contact Center Advisor located in Columbus, Indiana. This position engages Members in meaningful conversations and advises on lending and financial products to create value.

A Contact Center Advisor will develop to a high level of competency in educating Members and Members and advising on financial solutions through products and services based upon Member needs and goals.