Contact Center Representative

At MidWest America youre more than just an employee, youre part of a mission-driven team committed to making a real difference in the lives of others.

We believe in the power of people helping people, and that every unique background, voice, and perspective makes us stronger.

Here, youll find a workplace rooted in community, inclusion, and equity, where youre encouraged to bring your whole self to work and grow with purpose.

We serve every member with compassion and respect, no matter their financial journey.

So bring your passion.

Share your ideas.

Be part of something meaningful.

Find your place.

Build your future.

Make an impact, right where it matters most.

Contact Center Representative Job Summary: The employee is responsible for providing courteous, efficient, and accurate member service which includes account opening.

They will identify and address members needs through telephone and electronic interactions, recommending appropriate products and services in alignment with the Credit Unions mission.

This role requires the ability to work independently.

Contact Center Representative Qualifications: A high school diploma or GED equivalent is required.

Prior experience in sales, member service, or a contact center is preferred.

Working knowledge of teller transaction processing and sales is recommended.

Reliable transportation to and from work is required.

Essential Elements of the Contact Center Representative: 1.

Maintain a positive and professional image of both yourself and the Credit Union.

2.

Provide accurate, timely, and courteous service to members by processing transactions efficiently.

3.

Maintain confidentiality and adhere to the Credit Unions security protocols.

4.

Answer incoming phone calls and route them to the appropriate branch or department.

5.

Ensure all paperwork is accurate and scanned in a timely manner.

6.

Cross-selling Credit Union products and services.

Actively request member referrals.

7.

Assist members through multiple communication channels, such as phone, text, email, and DocuSign.

8.

Proactively seek out and act on sales opportunities aligned with the members needs.

9.

Maintain a working knowledge of Credit Union policies and procedures.

10.

Meet individual phone agent production goals and contribute to overall Credit Union sales objectives.

11.

Make outbound calls as needed to support special sales campaigns.

Additional Contact Center Representative Duties: 1.

Maintain an organized, clean work area following clean desk policy.

2.

Actively participate in training sessions and workshops as required.

3.

Perform other administrative duties as assigned by management.

4.

Participate in the Credit Unions community volunteer program.

5.

Work occasional evenings and weekends to assist with community events.

Job Skills and Work Relations: Employee must demonstrate proficient phone etiquette skills, written and verbal communication skills, and ability to effectively handle multiple tasks simultaneously.

Effective compre...