Contact Center Representative at Harborstone… · US-WA-Lak…

Summary: Harborstone Credit Union is one of the most committed credit unions in Washington, dedicated to helping members achieve their financial potential. They are seeking a Contact Center Representative who will engage with members, acting as a financial coach and providing support in managing their financial needs through effective communication and relationship-building. Responsibilities: - Proactively engage and manage member relationships by putting member’s financial needs and goals in the center of the conversation at every interaction - Act as a financial coach that helps their members set goals and celebrates when they achieve them - Effectively develop and maintain relationships with new and existing members - Communicate effectively by member’s preferred communication channel, either in person, by phone, or by email - Demonstrates excellent problem solving and critical thinking skills by leveraging resources effectively to meet members’ needs - Deep expertise with lending products and demonstrates the ability to uncover needs and recommend appropriate options - Knowledgeable in mortgage products and services with ability to refer members appropriately - Demonstrates best level Member Experience behavior expectations, Member Experience relationship skills, and utilizes Member Experience tools - Knowledge of Harborstone and Business Partner’s/Vendor’s/CUSO’s partnership and processes - Ability to support training efforts within the call center teams, as applicable - Understand the process of notary, medallion stamps, and signature guarantee services in order to guide member to the appropriate branch location - Ability to understand, leverage, and build upon key strengths to help in the overall success of the cooperative as part of ongoing personal and professional development - Understand Harborstone’s 5-Year Strategic Plan, yearly Business Plan and Thematic Goal and the strategies required to achieve successful results for the cooperative Required Qualifications: - Completion of Harborstone's internal training systems as required - Financial Navigator Training Certifications - Basic Microsoft Office Skills - High school diploma - Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required - May be asked to handle, move, and/or carry large boxes of supplies weighing up to 50 pounds - May require stooping, bending, squatting, and reaching for limited periods of time - May require sitting and standing for long periods of time Preferred Qualifications: - Bilingual Preferred Required Skills: Lending products expertise, Mortgage products knowledge, Notary services, Medallion stamps, Signature guarantee services, Financial coaching, Microsoft Office, Financial Navigator Training Certifications