Call Center Representative handling customer inquiries for healthcare clients. Delivering service through professionalism and empathy in a hybrid work environment.
About the role
- Contact Center Hybrid Specialist supporting members via phone and video at Summit Credit Union. Assisting in managing finances and promoting products for improved financial well-being.
Responsibilities
- Deliver exceptional service to members via phone and video.
- Educate members on Summit’s products and services.
- Resolve inquiries with accuracy and efficiency.
- Refer members to appropriate departments or specialists.
- Meet service and sales goals through structured training and coaching.
- Ensure compliance with BSA, OFAC, and USA Patriot Act/CIP regulations.
Requirements
- High school diploma or equivalent.
- 2+ years of customer service experience (1+ year in financial or contact center preferred).
- Strong communication and problem-solving skills.
- Ability to adapt in a dynamic, fast-paced environment.
- Familiarity with Microsoft Office and basic financial calculations.
Benefits
- Opportunities for professional development and internal advancement (44% of our roles are filled internally!)
- A supportive, inclusive workplace where your voice matters.
- Competitive benefits and a culture that values your well-being.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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