About this role
Every member interaction is a chance to make their experience a little easier and more personal. As a Chat Support Representative, you’ll be one of the first voices members turn to when they have questions, need support, or want guidance on financial products and services.
This is a great opportunity for someone who enjoys helping people, solving problems in real time, and creating a positive experience across calls, texts, chats, and emails.
What you’ll do
You’ll support members by responding to inquiries, researching account questions, and connecting them with financial solutions. You’ll balance accuracy, service, and follow-through while working closely with teammates to resolve needs quickly and professionally.
Day to day, you’ll:
• Respond to member inquiries across phone, text, chat, and email while delivering service that puts members first.• Identify member needs through friendly conversation and share relevant products or services that may support their financial goals.• Research and resolve account questions, verify member identity, document interactions accurately, and escalate to support staff when needed.• Contribute to a team environment by staying engaged in coaching sessions and preparing for continued growth within the Contact Center.
Skills/background needed
We’re looking for someone who is dependable, service-minded, and comfortable balancing friendly support with accuracy and attention to detail. You’ll do well in this role if you can communicate clearly, stay organized, and remain professional when members need timely help.
Essential skills:
• Ability to respond professionally to member inquiries across calls, texts, chats, and emails.• Strong verbal and written communication skills in English, including clear explanations and active listening.• Ability to verify member identity, follow established policies and procedures, and recognize potential fraud concerns.• Basic computer skills with the ability to navigate tools, document interactions, and complete account research accurately.• Good arithmetic skills and attention to detail when handling account-related questions or financial information.• Ability to manage shifting priorities, complete assignments with minimal supervision, and maintain professionalism in a fast-paced environment.• Ability to use a friendly service approach to identify member needs and recommend appropriate products or services.
What sets you apart
You don’t need prior experience, but here’s what would be helpful:
• Previous contact center experience.• Previous experience in the financial industry, banking, or credit union environment.• Experience helping customers through multiple service channels such as phone, chat, text, or email.
What you’ll get
In this role, you can expect:
• A chance to make a direct impact on members by helping them resolve questions and feel confident in their financial decisions.• Hands-on experience in financial services, member support, account research, and fraud awareness.• Full training provided to help you succeed in the role.• Coaching and development that can help you build toward higher levels of responsibility.• A collaborative team environment where professionalism, follow-through, and member-first service are valued every day.• The opportunity to grow your knowledge of financial products and services.• Competitive entry-level pay, details shared upon application.• Full-time benefits including medical, dental, and vision coverage, paid time off, 401(k) plan with matching, life insurance, tuition reimbursement, and employee assistance programs.
Contract length
Full-time, permanent position
Location
Fully remote – work from home
Ready to get started? Submit your application below.