outbound call center specialist

orsa credit union; Oregon; Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vis

Paid time off to observe Federal and U

Flexible work options depending on pos

Generous 401k match

Employee engagement activities

Community Resource Groups

Paid time off for volunteering, careg

Job summary

orsa credit union is seeking a care experience specialist to support members through ITM engagements, chat, and support email while delivering clear, human interactions. The role balances reactive work with proactive outreach to resolve open items and guide members toward next steps, reflecting the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams.

The position emphasizes documenting interactions, using knowledge resources effectively, and maintaining continuity

Qualifications

• High school diploma or equivalent.
• Minimum two years’ experience as a service representative in the retail or service industry or equivalent experience.
• Demonstrated knowledge of fiduciary products and services.
• Extensive and demonstrative knowledge of digital products and services offered by the credit union.
• Experience and a passion for leadership, performance management, and team member development.
• Demonstrated ability to effectively communicate in a training and mentoring setting.
• Proven successful goal setting and achievements.
• Proficiency using Microsoft Suite.

Responsibilities

• Support Members Across Remote Engagements.
• Engage members through ITM interactions, chat, and support email, ensuring interactions feel clear, consistent, and human.
• Adapt communication style based on context while maintaining shared experience standards.
• Have the ability to be on all channels including inbound, relationship experience, and outbound teams.
• Deliver Intentional Outreach: Participate in approved outreach efforts designed to support members, resolve open needs, or surface unmet opportunities.
• Execute outbound engagement in alignment with organizational goals while meeting established productivity and quality standards.
• Accurately document interactions and outcomes in designated systems.
• Own Continuity and Follow-Through: Take accountability for completing work initiated through remote interactions or outreach, including documentation, follow-up, and clear next steps.
• Navigate Knowledge and Tools Confidently: Use knowledge resources, systems, and workflows effectively to support member needs.
• Support Light and Dark Member Moments Remotely: Recognize when members may need reassurance, clarity, or additional support, even outside of voice conversations.
• Balance Reactive and Planned Work: Manage a mix of live engagements and planned outreach throughout the day.
• Surface Insights and Patterns: Identify recurring member needs, friction points, or outreach opportunities and share insights with the people leader to inform coaching, process improvement, and experience evolution.
• Partner Across the Care Center: Coordinate with inbound care, relationship experience, and branch teams to support smooth handoffs and aligned member experiences.
• Be a resource for the entire team, especially when supervisors are not available.
• Reflect Culture and Purpose in Daily Work: Demonstrate the credit union’s values in how members are supported and how work is completed.
• Achieve or exceed experience goals and expectations while presenting a friendly and professional demeanor.
• Liaison between members and servicing.
• Perform other duties as directed by leadership.

Skills

Customer service

Communication

Leadership

Goal setting

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Who We Are:

At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness, reflecting our deep commitment to our team members and the communities we serve.

About the role:

The care experience specialist supports members through moments that extend beyond a single interaction, meeting them wherever connection is needed through ITM engagements, chat, support email, and intentional outreach. This role ensures members experience clarity, continuity, and human connection, whether members reach out for support or the team proactively steps in to help move them forward. This role balances responsive support with purposeful outreach. The care experience specialist manages live, reactive engagements while also planning and completing outreach work that helps resolve open items, reduce uncertainty, and support members through their next steps. Through thoughtful follow-through and adaptable communication, the care experience specialist plays a critical role in delivering trust at scale and ensuring the care center reflects the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams.

This position has a minimum hourly rate of $22.55, but your offer amount may be increased with relevant work experience and transferable skills.

A Day in the life of a care experience specialist can look like:

• Support Members Across Remote Engagements
• Engage members through ITM interactions, chat, and support email, ensuring interactions feel clear, consistent, and human.
• Adapt communication style based on context while maintaining shared experience standards.
• Have the ability to be on all channels including inbound, relationship experience, and outbound teams.
• Deliver Intentional Outreach: Participate in approved outreach efforts designed to support members, resolve open needs, or surface unmet opportunities. Approach outreach with preparation and purpose, ensuring conversations feel relevant, thoughtful, and member-centered.
• Execute outbound engagement in alignment with organizational goals while meeting established productivity and quality standards.
• Accurately document interactions and outcomes in designated systems.
• Own Continuity and Follow-Through: Take accountability for completing work initiated through remote interactions or outreach, including documentation, follow-up, and clear next steps. Help ensure members do not experience gaps or confusion across touchpoints.
• Navigate Knowledge and Tools Confidently: Use knowledge resources, systems, and workflows effectively to support member needs. Seek clarity when needed and apply information accurately to reduce rework or incomplete outcomes.
• Support Light and Dark Member Moments Remotely: Recognize when members may need reassurance, clarity, or additional support, even outside of voice conversations. Handle emotionally complex or sensitive situations with empathy and intention.
• Balance Reactive and Planned Work: Manage a mix of live engagements and planned outreach throughout the day. Use time intentionally to ensure both responsive support and proactive work are completed thoughtfully.
• Surface Insights and Patterns: Identify recurring member needs, friction points, or outreach opportunities and share insights with the people leader to inform coaching, process improvement, and experience evolution.
• Partner Across the Care Center: Coordinate with inbound care, relationship experience, and branch teams to support smooth handoffs and aligned member experiences. Escalate appropriately when needs extend beyond role scope.
• Be a resource for the entire team, especially when supervisors are not available.
• Reflect Culture and Purpose in Daily Work: Demonstrate the credit union’s values in how members are supported and how work is completed. Contribute to a culture of accountability, learning, and shared success through huzzahs and team recognition.
• Achieve or exceed experience goals and expectations while presenting a friendly and professional demeanor.
• Liaison between members and servicing.
• Perform other duties as directed by leadership.

What you bring to the table:

• High school diploma or equivalent.
• Minimum two years’ experience as a service representative in the retail or service industry or equivalent experience.
• Demonstrated knowledge of fiduciary products and services.
• Extensive and demonstrative knowledge of digital products and services offered by the credit union.
• Experience and a passion for leadership, performance management, and team member development.
• Demonstrated ability to effectively communicate in a training and mentoring setting.
• Proven successful goal setting and achievements.
• Proficiency using Microsoft Suite.

We believe in creating a Culture of Belonging guided by our core values:

Relentless Care, Hustle & Grind, Huzzah!
and Curiosity.

As a team member of orsa, you’ll enjoy:

• Comprehensive medical, dental, and vision plans
• Generous paid time off package for all full-time team members
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing
• Family Health Benefits
• Paid time off to observe all Federal Holidays
• Flexible work options depending on position
• A generous 401k match
• Numerous employee engagement activities
• Community Resource Groups
• Paid time off for occasions such as volunteering, caregiving, and family events

Equal Employment Opportunity Policy:

orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.