Contact Center Representative

Description

Climb Credit Union is hiring for a Contact Center Representative who is responsible for assisting new and existing members with their financial needs. This is accomplished by interviewing members by telephone or in person, analysis of credit bureau reports; to identify financial needs and sales opportunities; initiate computer-based credit applications; analyze credit scores and makes routine business decisions; sells financial products and services to members; and answers member inquiries about Climb Credit

Union products and financial services.

Why Climb Credit Union?

• As not-for-profits and member-owned financial cooperatives, credit unions are incredibly unique institutions. Earnings are returned to members in the form of better rates, lower fees and great services. Be a part of a movement that pays it forward!
• Climb Credit Union was founded in 1951. We’re a stable, successful and growing financial institution, which is why we need you.
• A suite of outstanding benefits is available to employees who work 20 or more hours a week. In addition to healthcare, dental and life insurance, 401(k), personal time off, we offer employee discounts on loans and other perks as well.
• Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success.
• Climb Credit Union has been recognized as a top place to work by The Denver Post in 2024, 2025 and 2026! This award recognizes our positive work environment and goal of fostering employee satisfaction, and it's truly a testament to our efforts.

PERKS OF CLIMB CREDIT UNION

• 401K Employer match to 100% of 6% of your contribution
• Medical, Dental, Vision Insurance
• PTO (Paid Time Off) 2 additional personal days (Floating)
• VTO (Volunteer Time Off) 16 hours
• 11 Paid Holidays
• Employee Assistance plan focuses on wellness, mental health -  8 free sessions offered
• Tuition Reimbursement
• Employee loan rate reduction
• Discounts on Climb Credit Union loans and services
• Financial Investment/Counseling
• Employee events throughout the year

Check out this video to learn what drives us at Climb and how we make a difference every day,  https://www.youtube.com/watch?v=XPGES8a9OSs  

https://youtu.be/FeEw2UqGudo  (Spanish)

Requirements

What Will You Be Doing?

• Provide quality member service through accurate and professional telephone and face-to-face conversations to include: opening new memberships by following the new account procedure, 
• initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Climb Credit Union share, draft and loan products. 
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration. 
• Promote and educate members on the credit unions products and services based on members needs that are uncovered from member conversations.
• Accountable for meeting members needs and answering questions by maintaining a strong knowledge of products and services.
• Responsible for complying with policy and procedures documents as well as all financial regulations. 
• Refers issues beyond their authority to the next level, along with their recommended solutions. 
• Accurately input and maintain member loan/account information on computer system.
• Assures that appropriate records are maintained and required reports/tasks processed.
• Assist in the training of other employees. 
• Share your knowledge to assists co-workers on effective practices, procedures and policies and provide meaningful member service.
• Perform profile and account maintenance updates per member request and obtain and scan required documents.
• Ability to analyze member credit reports and make financial recommendations to members to enhance their financial well-being.

Qualifications:   

• One to three years of similar or related experience.
• A high school education or GED. 
• Previous experience with financial institutions.

 This is a full-time, non-exempt position with an hourly rate starting at $21.00 hourly, depending on experience, education and qualifications.

If you’re ready to Rise & Thrive, create unforgettable experiences for our members, and play a meaningful role in the growth of a thriving organization, we’d love to hear from you!

We value diverse experiences and encourage candidates who meet most, but not all qualifications to apply.