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Contact Center FSR in Denver, CO at Westerra Credit Union

Date Posted: 11/19/2018

Job Snapshot

  • Employee Type:
  • Location:
    Denver, CO
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Assist members with their accounts and build relationships through cross selling. 


Enjoy working in a fun and friendly environment!  Work with a great team and grow with acompany that believes in advancement. 

Processes member financial requests including establishing new memberrelationships; online banking, eStatement and bill pay set-ups; researchrequests; stop payments; wire transfers and monetary transactions.  Forwards consumer loan requests. Answersquestions and solves problems for members by listening to problems, collectingdata, securing answers and reporting results. 

Identifies the financial needs of new and existing members throughopen-ended interviewing techniques and utilizes tools (e.g. the credit bureau)to identify appropriate products and services for each member.  Presents appropriate features and benefits,and explains Westerra products and services to meet identified needs.  Asks for action and closes or refers. (“Crosssells”).  Meets minimum salesexpectations as defined by the Incentive Compensation Plan. 

Other duties as needed or assigned 

Consistently demonstrates the Westerra Way Experience and complies withall policies and regulations. 

Work schedule: Monday through Friday with a Saturday rotation schedule.   

Education Experience and Certification:

High School Diploma or GED

1-2 Year(s) customer/member service skills

Banking or credit union experiencepreferred

Skills and Abilities:

Sales Aptitude / Cross-selling skills /Customer service and multi-tasking

Detail oriented, strong organizationalskills and initiative

Typing 30 wpm and Basic Computer knowledge

Math Skills 

Working Environment/PhysicalRequirements: 

Office environment

Works primarily at desk 

Note: This description is not intended to be an exhaustive list of all duties,responsibilities or qualifications associated with the position.