PT Member Contact Center Specialist

Gesa Credit Union; Richland (WA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Dental and Vision Insurance

8 PTO days + 10 holidays

401(k) Match

Tuition Assistance

Commuter Benefits

Volunteer time off

Product discounts

Engaging work environment

Job summary

Gesa Credit Union in Richland, WA seeks a Member Contact Center Specialist to connect with members via phone, email, chat, and other channels, delivering empathetic and knowledgeable service.

You will troubleshoot issues, educate members on digital banking options, process transactions, and deepen relationships through thoughtful product recommendations while upholding Credit Union policies and performance standards.

Qualifications

• Two years in a contact center environment.
• Two years in a Credit Union or financial institution.
• High school diploma; some college preferred; degree desirable.
• Proficient with Microsoft Office and call center programs.
• Willingness to travel for training.

Responsibilities

• Provide exceptional member service via phone, email, chat, and other channels.
• Assist members with disputes around debit/credit cards and fraud.
• Solve problems and follow up for timely resolutions.
• Maintain knowledge of credit union products and policies.
• Generate referrals by explaining features and benefits.
• Meet and exceed KPIs and member satisfaction scores.
• Take ownership of member concerns with minimal guidance.
• Handle daily operations including transactions and online banking support.

Skills

Customer service

Communication

Microsoft Office

Travel flexibility

Education

High school diploma

Some college coursework

Tools

Call center software

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 its 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 serves the membership through effective communications, troubleshooting, proactive learning, and deepening member relationship and adhering to established policies and/or procedures while providing exceptional service responsible for providing exceptional service via our phone channel focused on specialized member functions accurately. This position requires high service standards by meeting/exceeding established performance metrics, quality scores, adherence to schedule and Member Satisfaction scores while demonstrating empathy, curiosity and expertise in all product and services to determine member needs. The Contact Center Specialist is focused deepening member relationships by cross-selling products and services and educating on digital and self-service options engaging members by asking relevant and meaningful questions, identifying their needs, and making appropriate product and service recommendations.

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.
• 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.
• 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 Unions 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; some college course work preferred; degree highly desirable
• Minimum of two (2) years in a contact center environment with increasing levels of responsibility
• Minimum of two (2) years in a Credit Union or Financial institution
• Met or exceeded expectations of the MCCR I role
• Proficient with Microsoft Office software and standard office equipment; proficiency with call center programs desired
• Courtesy, tact, and diplomacy with current and potential members, peers, and staff
• Some travel may be required to complete training or fulfill duties
• Familiarity and comfort with online systems and other technology
• Display and maintain courtesy, tact, and diplomacy with current and potential members, peers, and staff

Our Team Member Value Proposition:

• Competitive Pay
• Dental and Vision Insurance
• 8 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: $20.36-$33.94

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)