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.
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