In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - London, KY Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
08/19/2026
Full time
In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - London, KY Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customer's financial outlook. Our fast-paced work environment focuses on our customers with existing relationships with OneMain. This role can span servicing and collections of personal loans or credit cards. Collections Specialists focus on effective customer communication and assisting customers through digital channels, including web chat, text, and phone communications. In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - Fort Mill, SC Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
08/19/2026
Full time
At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customer's financial outlook. Our fast-paced work environment focuses on our customers with existing relationships with OneMain. This role can span servicing and collections of personal loans or credit cards. Collections Specialists focus on effective customer communication and assisting customers through digital channels, including web chat, text, and phone communications. In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - Fort Mill, SC Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customer's financial outlook. Our fast-paced work environment focuses on our customers with existing relationships with OneMain. This role can span servicing and collections of personal loans or credit cards. Collections Specialists focus on effective customer communication and assisting customers through digital channels, including web chat, text, and phone communications. In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - Tempe, AZ Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
08/19/2026
Full time
At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customer's financial outlook. Our fast-paced work environment focuses on our customers with existing relationships with OneMain. This role can span servicing and collections of personal loans or credit cards. Collections Specialists focus on effective customer communication and assisting customers through digital channels, including web chat, text, and phone communications. In the Role: Assist customers with all financial servicing needs through both inbound and outbound contact. Listening to their specific situations, help determine how customers can best utilize company products and services Work both cooperatively and independently in a goal-oriented environment to meet personal and team targets, balancing demands of multiple tasks and activities throughout the day Negotiate with customers to resolve account matters, following all applicable laws, policies, and procedures including compliance with FDCPA (Fair Debt Collection Practices Act) and state regulations Maintain and note all appropriate information and documentation on customer and account status Collaborate both in person and virtually, using available technology to connect with other internal teams Requirements High School Diploma or GED Proficiency in utilizing multiple tools/systems simultaneously Skilled at achieving and exceeding goals Preferred Experience working in customer service, collections or call center environments Bilingual: Spanish Work Schedule: Hours of Operation Mon- Thurs 7:00 AM-8:00 PM; Fri 7:00 AM-7:00 PM; Sat 7:00 AM-11:00 AM The schedule is for 40 hours per week within the hours of operation , which includes at least one Saturday per month, one late Friday and some extended hours at the end of each month. Training Schedule: The first two weeks in the role will be spent in an instructor lead classroom training environment, followed by two weeks of hands-on training with experienced Team Members to ensure success. Location: Onsite - Tempe, AZ Who we Are OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days' vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) Key Word Tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI90dd22d7bd3a-8016
08/18/2026
Full time
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI90dd22d7bd3a-8016
Contact Center Representative Contact Center Representative Bedford Service Center - Bedford, IN 47421 Apply Overview Salary Range $20.14 - $27.70 Hourly Travel Percentage Negligible Apply Description Join Our Award-Winning Team as a Contact Center Representative! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2026, for the fourth consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures through extraordinary service and genuine connection. We're seeking a friendly, service-driven, and motivated Contact Center Representative to join our Retail Delivery team. If you enjoy helping others, building relationships, solving problems, and delivering exceptional service through phone and digital channels, we'd love to meet you! What We Offer: Competitive Salary: $20.14- $27.70, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, 401k with company match and more. Impactful Work: Help empower brighter financial futures and strengthen communities through extraordinary service and genuine connection, one Member at a time. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding organization. A Rewarding Career: Be part of a team that's dedicated to making a positive difference in the lives of our Members and Team Members. Professional Development: Gain valuable experience in member service and financial solutions while building a rewarding career in the credit union industry. Opportunity Overview: The Contact Center Representative ensures Hoosier Hills Credit Union members receive outstanding service through phone and digital channels. This role builds and strengthens member relationships by delivering friendly, helpful, and solution-focused service while supporting a wide range of member needs, including account servicing, product recommendations, and member based solutions. Successful candidates are passionate about helping others, committed to delivering exceptional member experiences, and motivated to identify solutions that help members achieve their financial goals. What You'll Do: Mission-Driven Service & Member Experience Uphold HHCU's mission: "To be better for our members by making a positive difference in their lives and the communities we serve." Provide exceptional service through friendly, informative, and solution-oriented communication. Take ownership of member needs and provide follow-through until resolution. Build strong relationships by understanding and anticipating member goals. Collaborate across departments to support the full range of member services. Member Support & Service Delivery Assist members with account transactions, maintenance requests, inquiries, new account applications questions, and loan applications questions. Recommend products and services that align with member needs and financial goals. Maintain professionalism and act in the best interest of the member and the Credit Union at all times. Achieve sales and service goals through proactive conversations and relationship-based cross-selling. Operational & Technical Proficiency Handle member requests via phone and written communications with accuracy and efficiency. Maintain and manage inboxes and internal routing of communication. Support consumer loan processing assisting members within established lending guidelines. Accurately process transactions while ensuring adherence to policies, procedures, and security standards. Teamwork, Collaboration & Continuous Improvement Communicate proactively with team members and supervisors regarding updates, opportunities, and challenges. Share ideas for process improvements and participate in team-driven solutions. Attend team meetings, events, and training sessions to support individual and team development. Assist with service center needs and functions, including occasional teller or member service tasks, as needed. What We're Looking For: Educational Background High school diploma or equivalent required. 1-2 years of experience in a retail, customer service, or member service environment. Experience in a contact center or phone-based service role preferred. Familiarity with lending practices and loan application processes is a plus. Knowledge, Skills, & Abilities Excellent oral and written communication skills with a friendly, professional demeanor. Strong multitasking abilities, including assisting members while navigating multiple systems and documentation requirements. Working knowledge of credit union products, services, and member engagement standards. Commitment to meeting sales and service goals in a supportive, team-focused environment. Ability to analyze information and exercise sound judgment in decision-making. Strong organizational skills with attention to detail and accuracy. Ability to learn new systems, adapt to change, and work effectively in a fast-paced environment. Work Environment This position operates in a professional office environment with standard administrative conditions, climate control, and lighting. The role requires normal mobility, dexterity, and coordination to perform typical office and phone-related tasks. Occasional lifting of up to 50 pounds may be required. Why Join Hoosier Hills Credit Union? At Hoosier Hills Credit Union, you'll be more than an employee. You'll be part of a team committed to helping members achieve financial success while making a positive impact in the communities we serve. Every interaction is an opportunity to create meaningful relationships and deliver extraordinary service. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer PM19 Share job details to Compensation details: 20.14-27.7 Hourly Wage PI3d290503bfd6-0070
08/15/2026
Full time
Contact Center Representative Contact Center Representative Bedford Service Center - Bedford, IN 47421 Apply Overview Salary Range $20.14 - $27.70 Hourly Travel Percentage Negligible Apply Description Join Our Award-Winning Team as a Contact Center Representative! Forbes has recognized Hoosier Hills Credit Union as one of Indiana's Top Three Credit Unions again in 2026, for the fourth consecutive year! Hoosier Hills Credit Union continues to grow and expand its impact across our communities, empowering brighter financial futures through extraordinary service and genuine connection. We're seeking a friendly, service-driven, and motivated Contact Center Representative to join our Retail Delivery team. If you enjoy helping others, building relationships, solving problems, and delivering exceptional service through phone and digital channels, we'd love to meet you! What We Offer: Competitive Salary: $20.14- $27.70, commensurate with experience. Comprehensive Benefits Package: Including health insurance, retirement plans, paid time off, 401k with company match and more. Impactful Work: Help empower brighter financial futures and strengthen communities through extraordinary service and genuine connection, one Member at a time. Supportive Environment: Work with a team that values your contributions and supports your professional growth. Growth Opportunities: Advance your career within a dynamic and rewarding organization. A Rewarding Career: Be part of a team that's dedicated to making a positive difference in the lives of our Members and Team Members. Professional Development: Gain valuable experience in member service and financial solutions while building a rewarding career in the credit union industry. Opportunity Overview: The Contact Center Representative ensures Hoosier Hills Credit Union members receive outstanding service through phone and digital channels. This role builds and strengthens member relationships by delivering friendly, helpful, and solution-focused service while supporting a wide range of member needs, including account servicing, product recommendations, and member based solutions. Successful candidates are passionate about helping others, committed to delivering exceptional member experiences, and motivated to identify solutions that help members achieve their financial goals. What You'll Do: Mission-Driven Service & Member Experience Uphold HHCU's mission: "To be better for our members by making a positive difference in their lives and the communities we serve." Provide exceptional service through friendly, informative, and solution-oriented communication. Take ownership of member needs and provide follow-through until resolution. Build strong relationships by understanding and anticipating member goals. Collaborate across departments to support the full range of member services. Member Support & Service Delivery Assist members with account transactions, maintenance requests, inquiries, new account applications questions, and loan applications questions. Recommend products and services that align with member needs and financial goals. Maintain professionalism and act in the best interest of the member and the Credit Union at all times. Achieve sales and service goals through proactive conversations and relationship-based cross-selling. Operational & Technical Proficiency Handle member requests via phone and written communications with accuracy and efficiency. Maintain and manage inboxes and internal routing of communication. Support consumer loan processing assisting members within established lending guidelines. Accurately process transactions while ensuring adherence to policies, procedures, and security standards. Teamwork, Collaboration & Continuous Improvement Communicate proactively with team members and supervisors regarding updates, opportunities, and challenges. Share ideas for process improvements and participate in team-driven solutions. Attend team meetings, events, and training sessions to support individual and team development. Assist with service center needs and functions, including occasional teller or member service tasks, as needed. What We're Looking For: Educational Background High school diploma or equivalent required. 1-2 years of experience in a retail, customer service, or member service environment. Experience in a contact center or phone-based service role preferred. Familiarity with lending practices and loan application processes is a plus. Knowledge, Skills, & Abilities Excellent oral and written communication skills with a friendly, professional demeanor. Strong multitasking abilities, including assisting members while navigating multiple systems and documentation requirements. Working knowledge of credit union products, services, and member engagement standards. Commitment to meeting sales and service goals in a supportive, team-focused environment. Ability to analyze information and exercise sound judgment in decision-making. Strong organizational skills with attention to detail and accuracy. Ability to learn new systems, adapt to change, and work effectively in a fast-paced environment. Work Environment This position operates in a professional office environment with standard administrative conditions, climate control, and lighting. The role requires normal mobility, dexterity, and coordination to perform typical office and phone-related tasks. Occasional lifting of up to 50 pounds may be required. Why Join Hoosier Hills Credit Union? At Hoosier Hills Credit Union, you'll be more than an employee. You'll be part of a team committed to helping members achieve financial success while making a positive impact in the communities we serve. Every interaction is an opportunity to create meaningful relationships and deliver extraordinary service. Hoosier Hills Credit Union is an Equal Employment Opportunity Employer PM19 Share job details to Compensation details: 20.14-27.7 Hourly Wage PI3d290503bfd6-0070
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI4780ccf66c8c-8016
08/09/2026
Full time
Description: Job Summary: Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives. Essential Functions: Works with the financial center sales staff to meet/exceed financial center sales goals by "modeling the way," mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the "ASK" program. Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner. Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process. Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions. Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors. Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol. Performs account research and problem solving as needed. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable. Secondary Functions: Makes onboarding calls to existing customers and outbound calls as directed by financial center management. Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results. Standards: Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office. Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the "ASK" program, as evidenced by sales reports and tracking forms. Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation. Encourages and monitors sales performance of staff to include quality referrals. Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. Demonstrates full understanding of dual control policy/procedures and off-line procedures. Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation. Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available. Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders. Consistently resolves customer service issues without having to involve a manager. Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting. Receives favorable reports from support departments for own performance and performance of staff. Returns phone calls or responds to requests and/or questions within 24-hours. Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation. When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control. Requirements: Physical Demands: Talking-Ability to express or exchange ideas by means of the spoken word. Hearing-Ability to receive detailed information through oral communication. Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually. Standing-Ability to stand on feet for long periods of time. Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard. Reaching-Ability to extend hand/arms in any direction to move/handle objects. Lifting-Ability to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: Associate's Degree in related field or equivalent business experience required. Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred. Demonstrated skills with new accounts and consumer loans required. Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required. Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and travel to various financial centers as needed. Good basic computer skills and the ability to utilize industry-related software is required. Demonstrated skills in accuracy/balancing and cash handling. An Equal Employment Opportunity Employer Minorities/Females/Veterans/Disabilities PM19 PI4780ccf66c8c-8016
