Contact Center Representative I

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

• Receive and respond to member inquiries, including calls, texts, chats, and emails from member-owners within a specialized workgroup assignment, while providing outstanding service that exceeds our members' expectations on every interaction.
• Recognizes and responds to member relationship opportunities using a consultative service and sales approach promoting Truliant products and services tailored to member needs.
• Meets / exceeds all key contact center performance metrics daily, weekly, and monthly.
• Displays exceptional member relation skills internally and externally by handling issues at the point of contact, utilizes good follow-through, and always remains professional.
• Researches and resolves minor account issues and reaches out to internal support when necessary.
• Remains diligent on member identity verification and uses tools and resources to report potential fraudulent activity.
• Initiates and follows up on account research requests promptly. Operates with a sense of urgency in addressing member needs.
• Participates in a team environment, displaying community / credit union involvement, shares success stories, and remains professional with internal members.
• Prepares to move into higher levels of responsibility through adherence to coaching and development sessions

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :