Contact Center Representative

Financial Plus Credit Union

Contact Center Representative at Financial Plus Credit Union assisting members with inquiries via multiple channels. Responsibilities include processing transactions, answering questions, and maintaining compliance.

Posted 7/17/2026full-timeFlint • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in member service across various channels, effectively handling inquiries and transactions while ensuring compliance with financial regulations. Proficient in cross-selling credit union products and maintaining confidentiality of member information.

Highest-signal resume keywords

Member ServiceCross SellingFinancial TransactionsCompliance with RegulationsBasic Computer Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Monetary TransactionsAccount MaintenanceProblem SolvingLoan ProcessingDaily Balancing

Soft Skills

CommunicationCustomer Service

Tools & Technologies

M365 Suite

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Credit UnionBank Secrecy ActPatriot ActOffice of Foreign Asset ControlsFinancial Loss Prevention

About the role

Key responsibilities & impact

Responsible for member service from various contact channels including but not limited to telephone, e-mail, fax, or web site
Answers inquiries pertaining to the credit union's products and services, performs monetary transactions and account maintenance
Solves problems requiring review of account and transaction history, and the use of source documents
Cross sells credit union products/services to meet member’s needs and establishes new services on-line
Accept and process continuous member calls and other interactions
Establish caller identity to ensure confidentiality of member information and to protect the member and the credit union from financial loss
Answer questions, solve member problems concerning credit union products and services, and respond to complaints
Process member requests including but not limited to monetary transfers and other monetary transaction, stop payments, lost or stolen ATM/Debit Cards, address changes, third party deposit verifications, and share draft/check reorders
Review account status, answer questions and solve member problems pertaining to an existing Visa account
Review account status, answer questions and solve member problems pertaining to existing secured or unsecured loans, home equity loans, and mortgage loans
Accept loan by phone applications (secured, unsecured & Visa) and begin the loan work-up process as determined by the Vice President of Lending
Actively cross sells products and services supporting the credit union's objective of increasing PFI (primary financial institution) relationships
Make independent decisions to reverse fees, give provisional credit, override lockouts, remove account holds, add & delete special messages and reverse transactions according to credit union policies and procedures
Responsible for daily balancing of all financial transactions performed
Perform general clerical duties, such as filing and preparing mailings
Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary
Must ensure subordinates are also compliant with such laws and regulations
Perform other duties as assigned

Requirements

What you’ll need

High School or GED equivalency
Understanding in basic computer skills including M365 suites

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Financial Plus Credit Union Website LinkedIn All Job Openings 11 - 50 employees Founded 1929 🏦 Banking 💸 Finance Banking
Finance Financial Plus Credit Union is a not-for-profit, member-owned credit union based in Des Moines, Iowa, that provides a full range of consumer and business financial services. It offers savings and checking accounts, debit and credit cards, auto and personal loans, mortgages, home equity loans, business deposits and loans, and various insurance and wealth-management products, alongside online and mobile banking and financial literacy tools. The organization emphasizes low rates, fewer fees, community focus, and member education to help people build financial security. Contact Center Representative Job not on LinkedIn 🔥 26 minutes ago 🏢 Flint – Onsite 💵 $23 - $27 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 📞 Call Center Representative Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Responsible for member service from various contact channels including but not limited to telephone, e-mail, fax, or web site
Answers inquiries pertaining to the credit union's products and services, performs monetary transactions and account maintenance
Solves problems requiring review of account and transaction history, and the use of source documents
Cross sells credit union products/services to meet member’s needs and establishes new services on-line
Accept and process continuous member calls and other interactions
Establish caller identity to ensure confidentiality of member information and to protect the member and the credit union from financial loss
Answer questions, solve member problems concerning credit union products and services, and respond to complaints
Process member requests including but not limited to monetary transfers and other monetary transaction, stop payments, lost or stolen ATM/Debit Cards, address changes, third party deposit verifications, and share draft/check reorders
Review account status, answer questions and solve member problems pertaining to an existing Visa account
Review account status, answer questions and solve member problems pertaining to existing secured or unsecured loans, home equity loans, and mortgage loans
Accept loan by phone applications (secured, unsecured & Visa) and begin the loan work-up process as determined by the Vice President of Lending
Actively cross sells products and services supporting the credit union's objective of increasing PFI (primary financial institution) relationships
Make independent decisions to reverse fees, give provisional credit, override lockouts, remove account holds, add & delete special messages and reverse transactions according to credit union policies and procedures
Responsible for daily balancing of all financial transactions performed
Perform general clerical duties, such as filing and preparing mailings
Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary
Must ensure subordinates are also compliant with such laws and regulations
Perform other duties as assigned 🎯 Requirements
High School or GED equivalency
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