Contact Center Representative

Found in: Jooble US O C2 - 2 weeks ago

Redwood City CA, United States Monterra Credit Union Full time

Would you like the flexibility to work remotely?
Do you possess a broad knowledge of financial products and services?
Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally?
If so, we’d love to talk with you about Monterra Credit Union’s Contact Center Representative Position

Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:

00 per hour depending on experience
Bilingual pay incentives (English/Spanish or English/Tagalog)
Semi-annual bonuses for meeting key financial and operational goals
Medical, Dental, Vision, Life, and Long-Term Disability insurances
Discounts on financial products and services, including mortgage and auto loans
Paid time off, tuition reimbursement, and much more



Receives members inquiries primarily by telephone, although may also conduct in-person transactions with members at branch locations. Establishes membership on all related savings products and services, attempting to maximize the number of service relationships the member has with the credit union.



This position is a full-time position with a flexible hybrid remote work schedule upon completion of training.



Provides assistance to new and existing members with regard to all Credit Union products and services (includes all lending products and investment opportunities available).
Is skilled in personal and telephone interviewing techniques; deposits, loan payments).
Issues ATM/Visa Check 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, Visa and ATM.
Performs clerical support of various functions on a rotating basis (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.
Performs other related duties as assigned by the immediate supervisor.
Must comply 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 achieve their financial goals.



Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee may occasionally work overtime.
Monterra Credit Union is an Equal Opportunity Employer.






Broad knowledge of financial products and services.
Strong interpersonal and communication skills, especially via telephone.
Must have knowledge of PC Windows-based programs.
Ability to speak Spanish is preferred but is not required.

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