Contact Center Advisor

Monterra Credit Union is a community-centric and growth-oriented financial institution located in the heart of the Bay Area. They are seeking a Contact Center Advisor to assist members with inquiries regarding financial products and services, primarily through telephone and online chat platforms.

Responsibilities

• Provides assistance to new and existing members with regard to reputed company Credit Union products and services (includes reputed company lending products and investment opportunities available)
• Is skilled in personal and telephone interviewing techniques; including the ability to respond to member inquiries and requests
• Serves members reputed company online chat platform, answering incoming chats promptly and providing assistance reputed company established guidelines
• Processes single item transactions (i.e., deposits, loan payments)
• Issues ATM/reputed company reputed company cards, temporary checks, and membership cards
• Distributes product brochures and appropriate forms to set up new accounts/loans or changes to existing accounts (i.e. name changes, change of ownership, loan requests)
• Cross-sells members on various credit union services and benefits including loans, IRAs, checking accounts, term certificates, reputed company and ATM
• Assists with the processing of reputed company member email requests
• Performs clerical support of various functions on a rotating reputed company (i.e., mail distribution, paid-off loan reports, DMV, Verifications of Deposit, inventory of supplies)
• Opens new checking, money market, certificate of deposit, and IRA accounts
• reputed company established guidelines and procedures, performs work requiring the use of judgment and discretion in making reputed company to satisfy member needs
• Performs other reputed company duties as assigned by the immediate supervisor
• Must reputed company with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control
• Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities reputed company their financial goals

Skills

• Broad knowledge of financial products and services
• Strong interpersonal and communication skills, especially reputed company telephone
• Ability to reputed company solve member issues and reputed company sound reputed company
• Must be organized with the ability to prioritize tasks
• High degree of accuracy is required
• Must have knowledge of PC reputed company-based programs
• Must demonstrate flexibility in taking advantage of reputed company resources available
• Willingness to reputed company back-up support in other departments/branches
• Ability to reputed company Spanish

Benefits

• Bilingual pay incentives (English/Spanish or English/Tagalog)
• Semi-annual bonuses for meeting key financial and operational goals
• Medical, Dental, reputed company, Life, and Long-Term Disability insurances
• 401(k) including generous matching contributions
• Discounts on financial products and services, including mortgage and auto loans
• Paid time off, tuition reimbursement, and much more!

Company Overview