Remote Financial Member Services Agent

Provident Credit Union; United States; Remote; USD 31,000 - 45,000; Full time

Benefits offered by this job

Medical benefits

401(k) with generous match

Tuition reimbursement

Annual discretionary bonus

Paid time off

Job summary

Provident Credit Union is seeking a Remote Member Services Agent / Call Center Agent. The role involves handling 60+ daily inbound and outbound contacts across phone, email, service requests, and chat to assist members across a range of accounts.

The position supports cross-selling and adherence to BSA/OFAC rules within a collaborative team environment. You will need strong listening and verbal communication skills, plus excellent written communication.

Qualifications

• High School Diploma required; prior office experience preferred.
• Experience with Windows and MS Office applications required.
• Call center experience is highly preferred.
• Experience in financial services is a plus.

Responsibilities

• Handle 60+ daily inbound/outbound member contacts via phone, email, service request, and chat.
• Process monetary and non-monetary transactions accurately and timely.
• Research transactions and accounts and perform data corrections as needed.
• Promote and cross-sell credit union products to support strategic goals.
• Answer questions about various account types (decedent accounts, POA, IRAs, CDs, money markets, escrow).
• Adhere to BSA/OFAC policies and participate in required training.

Skills

Customer service

Verbal communication

Written communication

Listening skills

Bilingual

Cross-selling

Windows

MS Office

Education

High School Diploma

Tools

Windows

MS Office

Job description

Provident Credit Union is seeking a Remote Member Services Agent / Call Center Agent. The role involves handling 60+ daily inbound and outbound contacts across phone, email, service requests, and chat to assist members across a range of accounts.

The position supports cross-selling and adherence to BSA/OFAC rules within a collaborative team environment. You will need strong listening and verbal communication skills, plus excellent written communication.