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Customer Engagement Specialist

2 months ago

Spokane, Washington, United States Canopy Credit Union Full time

Position Type:

Full-time

Overview:

Canopy Credit Union is in search of a dedicated individual to become a part of our innovative community as a Contact Center Advocate. This role is designed to support our mission of fostering financial wellness within our community.

About Canopy Credit Union:

As a Community Development Financial Institution (CDFI), Canopy Credit Union is committed to assisting individuals with less than perfect credit. 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 solutions that enhance their financial health.

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

  • Embracing Diversity: We celebrate what makes us unique and welcome new perspectives.
  • Growth Mindset: We believe in learning through experience and overcoming challenges.
  • Curiosity: We ask how we can improve rather than if we can.
  • Community Service: Our success is measured by the lives we positively impact.
  • Fun Environment: We cultivate a playful and supportive atmosphere for our team and members.

Benefits:

As a valued member of our community, you will enjoy numerous benefits, including:

  • Comprehensive medical, dental, and vision insurance at no cost to you.
  • 401k plan with a generous match.
  • Opportunities for professional development, including certifications and training.
  • Tuition reimbursement for further education.
  • Flexible work arrangements.
  • Access to cutting-edge technology in the financial sector.
  • Engaging team activities and events.

Key Responsibilities:

As a Contact Center Advocate, your primary duties will include:

  • Identifying and recommending products and services that meet members' needs.
  • Performing essential teller functions, such as account management and fund transfers.
  • Promoting online banking and assisting members with enrollment and e-statement processes.
  • Handling incoming calls, assessing caller needs, and providing direct assistance or referrals.
  • Managing loan payoff communications with dealerships and insurance companies.
  • Collaborating with various departments to fulfill member requests.
  • Ensuring compliance with relevant laws and regulations.

Canopy Credit Union is dedicated to fostering a diverse and inclusive environment. We actively seek candidates from various backgrounds and experiences. We recognize the importance of listening to our community and are committed to promoting social justice and financial empowerment.

Qualifications:

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

Education:
A high school diploma or GED is mandatory.

Compensation:
$19 - $23 per hour, depending on experience.