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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and interpersonal skills while providing empathetic support to members throughout their financial journey. Capable of managing high call volumes and accurately documenting interactions to enhance customer service experiences.
Highest-signal resume keywords
Customer Service ExperienceStrong Communication SkillsEmpathy and Solution MindsetHigh Volume Call HandlingTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
People-Focused ApproachListening Skills
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
OnboardingAccount SetupMember InteractionsCall CenterRetail
About the role
Key responsibilities & impact- Communicate with members via phone and email
- Listen to members and provide empathy and solutions to their unique needs
- Support onboarding and new account setup
- Answer questions and coach members throughout their financial journey
- Collaborate with the team to share knowledge and best practices
- Accurately document member interactions and activity
- Train and progress toward higher-level positions
Requirements
What you’ll need- Minimum of 1 year of Customer Service experience (call center or retail)
- High school diploma or equivalent
- Available for an 8-hour shift between 6am and 8pm
- People-focused approach and solution mindset
- Ability to handle a high volume of inbound calls
- Strong communication skills
Benefits
Comp & perks- 401(k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Wellness support through Employee Assistance Program, Talkspace, and fitness discounts
- Up to $5,250 paid back on eligible education expenses
- Pet care discounts
- Financial support in times of hardship through the Achieve Care Fund
- Commitment to diversity and inclusion through six employee resource groups
- Optional access to the Tempe office
- Additional pay incentives for working weekends
- Hybrid-week fun events and free lunch day once a month
