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Customer Service Representative

2 months ago

Spokane, Washington, United States Canopy Credit Union Full time

Canopy Credit Union is seeking a dedicated individual to become a part of our innovative community as a Contact Center Advocate. This role offers flexibility with a hybrid work option.

If you are driven by a passion for enhancing community well-being through financial access, we invite you to consider this opportunity.

About Canopy Credit Union:

As a Community Development Financial Institution (CDFI), Canopy Credit Union is committed to assisting individuals in our community who may face credit challenges. We believe that a credit score does not define a person, and we honor the unique stories of each individual. Our mission is to guide everyone towards achieving financial wellness.

Canopy has been recognized as one of the top credit unions to work for in the nation, reflecting our dedication to our core values:

  • Embracing Diversity: We celebrate the unique journeys of our members and welcome innovative ideas.
  • Growth Mindset: We believe in learning through experience and overcoming the fear of failure.
  • Curiosity: We focus on how we can improve rather than if we can.
  • Community Service: Our success is measured by the lives we positively impact.
  • Fun Environment: We foster a playful and hardworking atmosphere that supports personal and community growth.

Benefits of Joining Our Community:

  • Comprehensive medical, dental, and vision insurance at no cost to employees.
  • 401k plan with a generous match.
  • Career Development: Opportunities for certifications, webinars, and training to support your career journey.
  • Tuition reimbursement for further education.
  • Flexible work schedule options.
  • Access to leading technology in the financial services sector.
  • Engaging team activities such as office games and social events.

Position Overview:
In this role, you will handle incoming calls and digital inquiries, providing assistance to members regarding their questions and needs. You will identify the products and services that could benefit the caller and offer direct support.

Core Responsibilities:

  • Recognize and promote products/services that could enhance member experiences and encourage relationship upgrades.
  • Perform various teller functions, including account management and transaction processing.
  • Facilitate online banking and bill pay services, assisting members with enrollment and understanding e-statements.
  • Respond to incoming calls, assess caller needs, verify identities, and provide direct assistance or connect them with appropriate resources.
  • Manage loan payoff information and communicate effectively with relevant parties.
  • Support other departments and branches as needed, ensuring member requests are fulfilled efficiently.
  • Adhere to all applicable laws and regulations in the financial industry.

Canopy Credit Union is dedicated to fostering a diverse and inclusive environment. We actively seek to recruit and hire qualified candidates from various backgrounds, including race, religion, sexual orientation, age, national origin, ancestry, citizenship, disability, and veteran status.

We recognize the ongoing work needed to promote diversity and inclusion, and we are committed to listening to our community members and providing opportunities for growth and development.

At Canopy Credit Union, we aim to empower our community financially and serve with compassion and kindness.

Qualifications:

A minimum of six months of experience in a financial institution or customer service environment is required.

Education:

A high school diploma or GED is mandatory.

Compensation: $19-23 per hour.