Member-First Financial Support Specialist

Truliant Federal Credit Union; Winston-Salem (NC); On-site; USD 34,000 - 44,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

401(k) match

Life insurance

Disability insurance

Teledoc

Wellness program

Tuition reimbursement

Job summary

Truliant Federal Credit Union seeks a Contact Center Representative to respond across phone, text, chat, and email, helping members with inquiries and product guidance. You will verify identities, document interactions, and escalate issues when needed, maintaining accuracy and compliance.

Ideal candidates communicate clearly, stay organized, and balance friendly service with precision in a fast-paced environment. Prior contact center and financial industry experience are a plus.

Qualifications

• Strong verbal and written English communication and active listening.
• Ability to verify member identity and follow procedures.
• Basic computer proficiency to navigate systems and document interactions.

Responsibilities

• Respond to inquiries across phone, text, chat, and email with member-first service.
• Identify member needs using a consultative approach and share suitable products.
• Research and resolve account questions; verify identity and document interactions accurately.
• Collaborate with teammates and internal partners to resolve needs quickly and professionally.

Skills

Communication skills

English proficiency

Identity verification

Basic computer skills

Attention to detail

Fraud awareness

Customer service mindset

Education

High school diploma

Job description

Truliant Federal Credit Union seeks a Contact Center Representative to respond across phone, text, chat, and email, helping members with inquiries and product guidance. You will verify identities, document interactions, and escalate issues when needed, maintaining accuracy and compliance.

Ideal candidates communicate clearly, stay organized, and balance friendly service with precision in a fast-paced environment. Prior contact center and financial industry experience are a plus.