Credit Union:

IBEW United Workers FCU

Region:

PORTLAND

Closing:

8/31/2025

Learn More

Job Description:

 

POSITION: Contact Center Representative
REPORTS TO: Branch Operations Manager

Basic Responsibilities:
Per established policies and procedures, serves as a liaison between our members and the Credit Union. Performs all membership service representative transactions as requested by members by phone, email, or online. Perform various support functions as requested by management. Promotes the use of the Credit Union’s services by recommending products based on individual members’ needs, desires, and goals.

Essential Functions:
1. Ability to calmly handle multiple phone lines at one time in a busy environment.
2. Possess effective phone skills (courteous, positive, and polite)
3. Be member-focused with exceptional listening skills.
4. Able to identify and solve member issues.
5. Relationship builder to promote Credit Union services.
6. Attention to detail and documentation.
7. Able to work independently and as a team member.
8. Ability to prioritize efficiently and effectively.
9. Comfortable with data entry
10. Must have the ability to multitask.
11. Other duties as assigned.
Specific Requirements:
1. Help manage, maintain, and promote the Credit Union’s App
2. Answer multiple calls with a smile and return messages left on the general voice mailboxes.
3. Process online and phone VISA payments.
4. Answer checking and savings account balance inquiries.
5. Ability to calmly handle general questions regarding fraud on an account.
6. Transfer loan inquiries to the appropriate department.
7. Answer all questions regarding Membership accounts.
8. Determine member needs, cross-sell, and promote Credit Union services based on those needs.
9. Be proactive in suggesting product changes/adjustments or additions.
10. Research using available tools.
11. Will handle backup tasks of member mail, emails, returned mail, and possibly other tasks.

 

Basic skills required:
Education: High school graduate
Experience/Skills
 Must have a minimum of 5 years of experience in the financial services industry
 Ability to demonstrate efficient and accurate 10-key.
 Proficient use of the computer in various programs and ability to navigate independently.
 Independent decision maker
 Outstanding member service skills
 Willingness to promote Credit Union services.
 Able to sit for long periods of time.
 Dedication to the Credit Union’s success