High School Diploma OR GED
Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products
Ability to prioritize and multi-task while navigating through multiple business applications
Strong interpersonal and communication skills
Successful completion of a job-related assessment is required
1+ year of experience in a needs-based sales or customer engagement environment within a bank or financial advisory setting, with a demonstrated track record of assessing customer needs, recommending appropriate solutions, and building trust
Proven success in a high‑volume, fast‑paced contact center environment
6+ months of heavy phone-based interaction (60%+), with strong communication, de-escalation, and confidence handling complex customer situations
US military experience through military service or a military spouse/domestic partner