Contact Center Representative

WECU

Posted 5 days ago

Full Time

Bellingham, Washington

In Person

Smart Summary

The Contact Center Representative will provide high-quality service to members, addressing inquiries and assisting with account operations. They will also promote additional services and ensure member satisfaction through effective communication.

WECU is looking for a full-time, on-site Contact Center Representative in Bellingham, WA. Key qualifications include a high school diploma or GED, plus 3-12 months of related experience and proficiency in Microsoft Office. The role involves providing excellent member service, processing transactions, and cross-selling financial services.

Must Have Skills for ATS

Customer Service

Communication

Decision Making

Problem Solving

Sales

Cross-Selling

Training

Online Banking Support

Email Communication

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job Description

WECU is seeking a Contact Center Representative to join our team located on-site in Bellingham, WA. This is a full-time, in person position in which you will be scheduled to work roughly 40 hours per week.

Availability for an alternating Saturday shift is required. A Saturday shift is scheduled from 9:00 a.m. to 1:00 p.m. 

RESPONSIBILITIES:

  • Provide the highest quality of service, treating each person professionally - with warmth, courtesy and respect, cross-sell additional services, and make a personal effort to make members feel they belong and are important to the credit union.
  • Employ sound judgment, maintains knowledge of and use decision-making skills, adhere to all standards on internal and external policies and procedures and applicable regulations.
  • Respond and transact to members’ basic inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolve account discrepancies, and assist members to make the most effective use of services offered by WECU.  
  • Execute basic member communication through email, DocuSign, and mail within appropriate guidelines. Forward necessary correspondence to other departments and ensure that the other departments comply with the established guidelines.
  • Provide basic support for members that need assistance with online banking, mobile banking, and bill pay.
  • May assist in the training of new Contact Center Representatives as a Contact Center Representatives mentor.
  • Interview members to obtain information and explain available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit in order in increase the member relationship.  Refer members for other WECU financial services to ensure member satisfaction and consistently meet increased referral goals. Assist in sales and member service promotional efforts.
  • Follows WECU’s policies and all applicable laws and regulations. 

QUALIFICATIONS:

  • High school diploma or general education degree (GED); plus 3-12 months’ related experience and/or training or equivalent combination of education and experience. 
  • Relevant training in a credit union, bank or other financial institution is preferred but not required.  
  • Experience using Microsoft Word, Excel, and Outlook 

NOTE: Job descriptions are not intended and should not be construed to be exhausted lists of all responsibilities, skills, efforts, or working conditions associated with a job. 

COMPENSATION: 

The salary range for this position is from $22.18 to $28.02 per hour.

WECU provides a comprehensive benefits package that includes medical, dental, and vision benefits with premiums for employee coverage paid in full, 401(k) retirement plan with an 8% annual contribution from WECU, bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid life and disability insurance, annual wellness benefit, loan discounts, professional development, and much more.  

ABOUT WECU:
WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquartered in Bellingham, WA, WECU has over 130,000 members and over $2.0 billion dollars in assets.
  
It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice.
  
WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace.  We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws.

WECU

At WECU, we strive to make a meaningful difference in the lives of our members. That’s why we commit our people, capital, and ideas to help our members, and the communities we serve, grow. Taking care of our members means taking care of our people first. That’s why we strive to be an employer of choice by offering market-leading pay and benefits and fostering a culture that is respectful and supportive. WECU is not a bank. We’re a not for profit financial cooperative that puts our members first by providing a diverse range of competitive financial tools at fair rates. For more than 80 years, WECU has become one of Northwest Washington’s best-known and best-loved companies. Headquartered in beautiful Bellingham, Washington, WECU has 11 branches, over 125,000 members, and more than two billion dollars in assets.

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