Absolutely. This is much closer to the format we've developed throughout this thread. I've preserved the employer's wording as closely as possible, organized it for PMTC, and retained the complete Qualifications and Expectations, Physical Requirements, Work Environment, Education and Experience, and Qualifications sections.
Contact Center Consultant I
Job Type: Full-Time
Work Location: Hybrid (Hybrid Potential)
Primary Location: Midland, Michigan (Wackerly Branch)
Join Members First Credit Union
Would you enjoy delivering first call resolution and excellent member service in a fast-paced high-volume call center environment? Are you skilled in navigating multiple systems with accuracy and attention to detail? Members First Credit Union is seeking a Contact Center Consultant to assist our members on their financial journey. This role has hybrid potential, must be available to work 8:00 a.m. – 6:00 p.m. Monday through Friday, and a rotating Saturday shift.
We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!
Position Summary
Position: Contact Center Consultant I
Reports to: Contact Center Leader
The primary purpose of this position is to assist Members First Credit Union to deliver on its mission, vision, and brand promise. You will do this by living out our core values in every service contact to both internal and external members. At the heart of our Employee Value Proposition lies the belief in purpose, belonging, and joy, fostering a culture where every team member feels invested and encouraged to make a meaningful impact in the lives of others.
Essential Duties
"We empower people in their journey of wellbeing."
MFCU is looking for a Contact Center Representative who is Trustworthy, Caring, and Enthusiastic in receiving and processing MFCU member requests with a first call resolution. Collaborates with staff to cross-sell and increase member share of wallet. Ensures security and compliance procedures are followed in all transactions.
- This position has hybrid availability based on meeting all position expectations.
- Must be available to work 8:00 a.m. to 6:00 p.m. Monday through Friday, Saturday business hours as scheduled, and some outside of normal working hours for meetings and/or education/trainings.
- Deliver on the Credit Union's Promises in every service situation.
- Develop and maintain an effective level of product knowledge.
- Maintain consistent phone availability and efficiently handle member calls, striving to achieve first-call resolution whenever possible while delivering exceptional member service.
- Successfully obtain the Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within the first year of service with M1.
Duties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
- Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions.
- Deliver a trustworthy lending by phone application experience that aligns with our lending strategies.
- Input consumer loan applications utilizing the credit union's lending platform.
- Handle phone inquiries on member's accounts, statements, histories and process transactions for members as requested.
- Provide service to members that exceeds their expectations.
- Ensure proper identification and utilize secure processes/procedures for all requests including asking questions to help mitigate potential fraud.
- Answer calls with a first call resolution purpose.
- Identify members' financial needs and recommend appropriate Credit Union solutions.
- Participate and engage in monthly developmental coaching.
- Maintain Education and Service Performance Expectations.
- Assist members with over the phone payments on loans utilizing SWBC to process payments on loans from other financial institutions.
- Respond to all forms of written inquiries from members.
- Remind delinquent members that their payments are due.
- Process member check orders.
- Process Bill Pay request notifications daily.
- Collect fees as required for services.
- Provide follow up to members in a timely manner from when LSI is unable to fully assist a member and sends an open ticket for follow up.
- Sell e-gift and travel cards along with reloading travel cards.
- Assist members with all eService platforms, including online banking, bill pay, mobile check deposits, etc.
- Assist with troubleshooting a variety of debit card issues.
- Scan or file documents as required.
- Process cashier's checks and starter checks.
General Sales Expectations
- Successfully use effective MX Fundamentals to deepen member relationships.
- Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
- Assist with the onboarding process that continues to build relationship with new members.
- Inform members about and explain benefits of MFCU products and services to find the appropriate credit union solution for the member.
- Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals.
- Make sure members are being fully served.
Qualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements
