Customer Service Representative

2 days ago


Bellingham, Washington, United States Whatcom Educational Credit Union Full time
Job Title: Contact Center Representative

We are seeking a highly skilled and customer-focused Contact Center Representative to join our team at Whatcom Educational Credit Union (WECU). As a Contact Center Representative, you will be responsible for providing exceptional service to our members, answering their inquiries, and resolving their issues in a timely and professional manner.

Key Responsibilities:
  • Provide top-notch customer service, treating each member with warmth, courtesy, and respect.
  • Cross-sell additional services to members and make a personal effort to make them feel valued and important to the credit union.
  • Employ sound judgment, maintain knowledge of internal and external policies and procedures, and adhere to all applicable regulations.
  • Respond to members' basic inquiries regarding account operations, access to services, account usage charges, interest rates on savings and loan products, and resolve account discrepancies.
  • Assist members in making the most effective use of services offered by WECU.
  • Execute basic member communication through email, DocuSign, and mail within established guidelines.
  • Provide basic support for members needing assistance with online banking, mobile banking, and bill pay.
  • May assist in the training of new Contact Center Representatives as a mentor.
  • Interview members to obtain information and explain available financial services, such as savings and checking accounts, Individual Retirement Accounts, and Certificates of Deposit.
  • Refer members for other WECU financial services to ensure member satisfaction and meet increased referral goals.
  • Assist in sales and member service promotional efforts.
Requirements:
  • 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.
Benefits:

The salary range for this position is from $20.74 to $26.19 per hour. WECU provides a comprehensive benefits package, including medical, dental, and vision benefits, 401(k) retirement plan, 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. Our mission is to make a meaningful difference in the lives of our members, treating them with honesty and integrity, and being a socially responsible part of our community. We are an Equal Opportunity Employer committed to diversity and inclusion in the workplace.



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